Kopernik Global Investors, LLC
CIK 1599814
13F filing for Q2 2026・No. 1,891
- Holdings
- US$1.63B
- Quarter change
- +US$200.04M
- Entries
- 30
- Net bought (estimate)
- +US$339M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 3
- Sold out 4
- Cut 5
- Added 17
- Corporate actions 0
- Unchanged 1
Largest holdings
26 stocks worth US$1.63B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| RRCRANGE RES CORPCOM | Added | 6,575,941 | US$244.56M | 14.99% |
| SEABRIDGE GOLD INCCOM | New | 7,554,992 | US$194.47M | 11.92% |
| EXEEXPAND ENERGY CORPORATIONCOM | Added | 1,723,513 | US$157.17M | 9.63% |
| KTKT CORPSPONSORED ADR | Added | 9,043,938 | US$156.28M | 9.58% |
| NTRNUTRIEN LTDCOM | Added | 2,185,431 | US$137.57M | 8.43% |
| WYWEYERHAEUSER COCOM NEW | Added | 3,758,427 | US$89.98M | 5.51% |
| CNXCCONCENTRIX CORPCOM | Added | 3,175,766 | US$71.15M | 4.36% |
| RYNRAYONIER INCCOM | Added | 3,268,598 | US$69.56M | 4.26% |
| NAKNORTHERN DYNASTY MINERALS LTCOM NEW | Cut | 32,178,392 | US$61.78M | 3.79% |
| CRESUD S A C I F Y ASPONSORED ADR | Added | 4,767,644 | US$53.45M | 3.28% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 11, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.