Kopernik Global Investors, LLC — 13F holdings

Kopernik Global Investors, LLC reported 30 holdings worth $1.63B in its 13F filing for Q2 2026, filed August 11, 2026.

Largest positions

  1. RRC RANGE RES CORP — $245M (15.0%)
  2. SA SEABRIDGE GOLD INC — $194M (11.9%)
  3. EXE EXPAND ENERGY CORPORATION — $157M (9.6%)
  4. KT KT CORP — $156M (9.6%)
  5. NTR NUTRIEN LTD — $138M (8.4%)
  6. WY WEYERHAEUSER CO MTN BE — $90.0M (5.5%)
  7. CNXC CONCENTRIX CORP — $71.2M (4.4%)
  8. RYN RAYONIER INC — $69.6M (4.3%)
  9. NAK NORTHERN DYNASTY MINERALS LT — $61.8M (3.8%)
  10. CRESY CRESUD S A C I F Y A — $53.4M (3.3%)