Kopernik Global Investors, LLC

Fundamental concentrated ★Highest signal CIK 1599814
League rank
#878
in Fundamental concentrated · #7080 overall
Long book
$1.43B
Q1 2026
Positions
27
Top-10 weight
72%
concentration
Last quarter
+4.6%
SPY +14.8%
Turnover
25%
of book per quarter

Strategy in plain words

auto-generated from filings

Kopernik Global Investors, LLC is a concentrated fundamental stock-picker, running a $1.43B US long book across 27 positions.

The portfolio is concentrated: the top 10 names carry 72% of the portfolio. Turnover is modest: positions are typically held for years. Current anchor positions: SEABRIDGE GOLD INC, RANGE RESOURCES CORP, KT CORP-SP ADR, NUTRIEN LTD, EXPAND ENERGY CORP.

Over the last 9 quarters its long book ran on average 5.8pp per quarter ahead of the S&P 500, beating the index in 5 of 9 quarters. We rate its filings highest-signal: new buys here are worth attention.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
+2.9%
Q2 2024
+16.4%
Q3 2024
-5.5%
Q4 2024
+14.9%
Q1 2025
+10.7%
Q2 2025
+28.5%
Q3 2025
+14.2%
Q4 2025
+6.0%
Q1 2026
+4.6%

Sector allocation

Materials
37%
Energy
24%
Financials
22%
Other
11%
Services media
4%
Communications
2%

Long book by quarter

$952.9M
Q1 2024
$887.2M
Q2 2024
$999.6M
Q3 2024
$935.1M
Q4 2024
$964.4M
Q1 2025
$910.0M
Q2 2025
$1.23B
Q3 2025
$1.25B
Q4 2025
$1.43B
Q1 2026

What does Kopernik Global own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
SA SEABRIDGE GOLD INCMaterials7.3M$207.8M14.5%+5.1%
RRC RANGE RESOURCES CORPEnergy4.2M$189.2M13.2%-20.0%
NTR NUTRIEN LTDOther1.4M$107.4M7.5%-18.8%
EXE EXPAND ENERGY CORPEnergy813.6K$89.3M6.2%+19.4%
BEN FRANKLIN RESOURCES INCFinancials3.5M$83.2M5.8%+4.6%
CNC CENTENE CORPFinancials2.5M$82.4M5.8%+24.3%
NG NOVAGOLD RESOURCES INCMaterials6.5M$58.5M4.1%-22.7%
NAK NORTHERN DYNASTY MINERALSMaterials32.7M$45.7M3.2%+50.8%
CNXC CONCENTRIX CORPServices media1.6M$44.5M3.1%New
THM INTL TOWER HILL MINES LTDMaterials17.7M$40.6M2.8%+22.2%
MOH MOLINA HEALTHCARE INCFinancials291.9K$38.9M2.7%+132.6%
VGZ VISTA GOLD CORPMaterials13.9M$27.1M1.9%+461.6%
B BARRICK MINING CORPMaterials560.0K$22.8M1.6%-5.1%
RGLD ROYAL GOLD INCFinancials86.2K$21.9M1.5%-58.9%
IE IVANHOE ELECTRIC INC / USMaterials1.8M$21.1M1.5%+316.1%
HUM HUMANA INCFinancials113.4K$19.7M1.4%New
CMCSA COMCAST CORP-CLASS ACommunications649.2K$18.6M1.3%Held
AL AIR LEASE CORP277.6K$18.0M1.3%-2.6%
PLG PLATINUM GROUP METALS LTDMaterials358.7K$635K0.0%New
NEM NEWMONT CORPMaterials761$82K0.0%-96.7%

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 13, 202631$1.43B canonicalSEC ↗
Q4 202513F-HRFeb 13, 202627$1.25B canonicalSEC ↗
Q3 202513F-HRNov 14, 202528$1.23B canonicalSEC ↗
Q2 202513F-HRAug 14, 202528$910.8M canonicalSEC ↗
Q1 202513F-HRMay 14, 202531$964.8M canonicalSEC ↗
Q4 202413F-HRFeb 13, 202534$935.4M canonicalSEC ↗
Q3 202413F-HRNov 13, 202431$999.9M canonicalSEC ↗
Q2 202413F-HRAug 14, 202430$887.5M canonicalSEC ↗
Q1 202413F-HRMay 15, 202429$953.4M canonicalSEC ↗