Kopernik Global Investors, LLC Top Holdings and 13F Report (2025) About Kopernik Global Investors, LLCInvestment ActivityKopernik Global Investors, LLC has $910.77 million in total holdings as of June 30, 2025.Kopernik Global Investors, LLC owns shares of 27 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 16.29% of the portfolio was purchased this quarter.About 35.88% of the portfolio was sold this quarter.This quarter, Kopernik Global Investors, LLC has purchased 31 new stocks and bought additional shares in 8 stocks.Kopernik Global Investors, LLC sold shares of 10 stocks and completely divested from 6 stocks this quarter.Largest Holdings Range Resources $114,274,729Seabridge Gold $107,195,439BARRICK MNG CORP $106,770,935KT $88,864,922Novagold Resources $78,181,205 Largest New Holdings this Quarter 06849F108 - BARRICK MNG CORP $106,770,935 Holding65340P106 - NexGen Energy $12,218,023 Holding Largest Purchases this Quarter BARRICK MNG CORP 5,128,287 shares (about $106.77M)NexGen Energy 1,760,522 shares (about $12.22M)Sociedad Quimica y Minera 318,445 shares (about $11.23M)Franklin Resources 407,867 shares (about $9.73M)Cresud S.A.C.I.F. y A. 396,741 shares (about $4.27M) Largest Sales this Quarter KT 2,035,015 shares (about $42.29M)Chesapeake Energy 341,771 shares (about $39.97M)Royal Gold 215,707 shares (about $38.36M)Newmont 226,045 shares (about $13.17M)Korea Electric Power 831,754 shares (about $11.84M) Sector Allocation Over TimeMap of 500 Largest Holdings ofKopernik Global Investors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorRRCRange Resources$114,274,729$1,499,056 ▼-1.3%2,809,80412.5%EnergySASeabridge Gold$107,195,439$575,733 ▲0.5%7,382,60611.8%Basic MaterialsBARRICK MNG CORP$106,770,935$106,770,935 ▲New Holding5,128,28711.7%COM SHSKTKT$88,864,922$42,287,612 ▼-32.2%4,276,4649.8%Computer and TechnologyNGNovagold Resources$78,181,205$2,141,029 ▲2.8%19,115,2098.6%Basic MaterialsBENFranklin Resources$67,825,799$9,727,628 ▲16.7%2,843,8497.4%FinanceSQMSociedad Quimica y Minera$64,971,326$11,231,555 ▲20.9%1,842,1137.1%Basic MaterialsCHKChesapeake Energy$61,126,409$39,966,701 ▼-39.5%522,7166.7%EnergyNTRNutrien$33,409,027$125,973 ▲0.4%573,6443.7%Basic MaterialsIEIvanhoe Electric$30,951,928$656,450 ▲2.2%3,412,5613.4%Business ServicesNAKNorthern Dynasty Minerals$26,352,5300.0%19,666,0672.9%Basic MaterialsCRESYCresud S.A.C.I.F. y A.$25,747,346$4,268,933 ▲19.9%2,392,8762.8%Consumer StaplesALAir Lease$16,768,030$598,294 ▼-3.4%286,6821.8%TransportationSANDSandstorm Gold$15,069,704$4,489,628 ▼-23.0%1,603,1601.7%Basic MaterialsAMENTUM HOLDINGS INC$15,021,296$10,418,361 ▼-41.0%636,2261.6%COMRGLDRoyal Gold$14,419,801$38,361,334 ▼-72.7%81,0831.6%Basic MaterialsINTERNATIONAL TOWER HILL MIN$12,360,6220.0%14,448,4181.4%COMNXENexGen Energy$12,218,023$12,218,023 ▲New Holding1,760,5221.3%Basic MaterialsNEMNewmont$10,520,008$13,169,381 ▼-55.6%180,5701.2%Basic MaterialsKEPKorea Electric Power$3,818,470$11,844,176 ▼-75.6%268,1510.4%UtilitiesVGZVista Gold$3,738,082$207,019 ▼-5.2%3,830,3940.4%Basic MaterialsSLViShares Silver Trust$757,962$681,176 ▲887.1%153,5550.1%ETFAAPLApple$247,2500.0%5,0000.0%Computer and TechnologyABBVAbbVie$62,3700.0%4,2000.0%MedicalPAYXPaychex$49,2800.0%5,6000.0%Computer and TechnologyAMGNAmgen$41,0750.0%3,1000.0%MedicalAZOAutoZone$10,0600.0%1000.0%Retail/WholesaleBARRICK GOLD CORP$0$98,059,948 ▼-100.0%00.0%COMWPMWheaton Precious Metals$0$53,758,697 ▼-100.0%00.0%Basic MaterialsPPTAPerpetua Resources$0$11,806,015 ▼-100.0%00.0%Basic MaterialsHMYHarmony Gold Mining$0$254,266 ▼-100.0%00.0%Basic MaterialsCMGChipotle Mexican Grill$0$63,000 ▼-100.0%00.0%Retail/WholesaleNVDANVIDIA$0$16,050 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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