Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Kopernik Global Investors, LLC (CIK 1599814) reported $1.43B across 27 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SA ($207.8M, 14.51%), RRC ($189.2M, 13.21%), KT ($114.2M, 7.97%), NTR ($107.4M, 7.50%), CHK ($89.3M, 6.24%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SA | SEABRIDGE GOLD INC | $207.8M | 14.51% | 7.3M | Added |
| 2 | RRC | RANGE RES CORP | $189.2M | 13.21% | 4.2M | Trimmed |
| 3 | KT | KT CORP | $114.2M | 7.97% | 5.3M | Trimmed |
| 4 | NTR | NUTRIEN LTD | $107.4M | 7.50% | 1.4M | Trimmed |
| 5 | CHK | EXPAND ENERGY CORPORATION | $89.3M | 6.24% | 813,632 | Added |
| 6 | BEN | FRANKLIN RESOURCES INC | $83.2M | 5.81% | 3.5M | Added |
| 7 | CNC | CENTENE CORP DEL | $82.4M | 5.75% | 2.5M | Added |
| 8 | NG | NOVAGOLD RESOURCES INC | $58.5M | 4.08% | 6.5M | Trimmed |
| 9 | CRESY | CRESUD S A C I F Y A | $56.2M | 3.92% | 4.4M | Added |
| 10 | WY | WEYERHAEUSER CO | $46.5M | 3.25% | 1.9M | New |
| 11 | NAK | NORTHERN DYNASTY MINERALS LT | $45.7M | 3.19% | 32.7M | Added |
| 12 | RYN | RAYONIER INC | $45.1M | 3.15% | 2.2M | New |
| 13 | CNXC | CONCENTRIX CORP | $44.5M | 3.11% | 1.6M | New |
| 14 | THM | INTERNATIONAL TOWER HILL MIN | $40.6M | 2.83% | 17.7M | Added |
| 15 | MOH | MOLINA HEALTHCARE INC | $38.9M | 2.72% | 291,941 | Added |
| 16 | NICE | NICE LTD | $27.7M | 1.93% | 250,948 | New |
| 17 | VGZ | VISTA GOLD CORP | $27.1M | 1.90% | 13.9M | Added |
| 18 | B | BARRICK MNG CORP | $22.8M | 1.60% | 560,044 | Trimmed |
| 19 | RGLD | ROYAL GOLD INC | $21.9M | 1.53% | 86,159 | Trimmed |
| 20 | IE | IVANHOE ELECTRIC INC | $21.1M | 1.47% | 1.8M | Added |
| 21 | HUM | HUMANA INC | $19.7M | 1.37% | 113,385 | New |
| 22 | CMCSA | COMCAST CORP NEW | $18.6M | 1.30% | 649,213 | Hold |
| 23 | AL | AIR LEASE CORP | $18.0M | 1.26% | 277,612 | Trimmed |
| 24 | KEP | KOREA ELEC PWR CORP | $3.0M | 0.21% | 207,140 | Trimmed |
| 25 | IRS | IRSA INVERSIONES Y REP S A | $1.4M | 0.10% | 85,363 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31