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Kopernik Global Investors, LLC
správce aktiv · portfolio $1.63 mld. · 30 pozic · zpráva k 30.06.2026
Akciové pozice zpráva za 30.06.2026, podána 11.08.2026; změna — oproti 31.03.2026 · 30
| Společnost | Akcie | Hodnota | % portfolia | Změna za čtvrtletí |
|---|---|---|---|---|
| Range Resources Corp US:RRC | 6 575 941 | $245 mil. | 14.99% | +2 387 327 |
| Seabridge Gold Inc. US:SA | 7 554 992 | $194 mil. | 11.92% | nová |
| Expand Energy Corporation US:EXE | 1 723 513 | $157 mil. | 9.63% | +909 881 |
| 케이티 US:KT | 9 043 938 | $156 mil. | 9.58% | +3 722 016 |
| Nutrien Ltd US:NTR | 2 185 431 | $138 mil. | 8.43% | +761 651 |
| WEYERHAEUSER CO US:WY | 3 758 427 | $90.0 mil. | 5.51% | +1 853 836 |
| Concentrix Corporation US:CNXC | 3 175 766 | $71.2 mil. | 4.36% | +1 548 460 |
| Rayonier Inc US:RYN | 3 268 598 | $69.6 mil. | 4.26% | +1 082 095 |
| Northern Dynasty Minerals Lt… US:NAK | 32 178 392 | $61.8 mil. | 3.79% | −477 454 |
| Cresud SA US:CRESY | 4 767 644 | $53.4 mil. | 3.28% | +352 101 |
| NICE Ltd US:NICE | 563 013 | $51.1 mil. | 3.13% | +312 065 |
| Franklin Resources Inc US:BEN | 1 320 571 | $43.9 mil. | 2.69% | −2 202 016 |
| Royal Gold Inc US:RGLD | 214 983 | $42.9 mil. | 2.63% | +128 824 |
| Centene Corp US:CNC | 646 716 | $41.5 mil. | 2.54% | −1 870 390 |
| NovaGold Resources Inc US:NG | 6 898 074 | $41.2 mil. | 2.52% | +386 345 |
| International Tower Hill Min… US:THM | 18 767 533 | $37.3 mil. | 2.29% | +1 117 101 |
| EPAM Systems Inc US:EPAM | 402 809 | $32.0 mil. | 1.96% | nová |
| Comcast Corporation US:CMCSA | 1 278 141 | $31.4 mil. | 1.92% | +628 928 |
| Vista Gold Corporation US:VGZ | 14 049 338 | $26.8 mil. | 1.64% | +197 328 |
| MOSAIC CO US:MOS | 1 119 095 | $23.7 mil. | 1.45% | nová |
| Ivanhoe Electric Inc. US:IE | 1 033 970 | $9.94 mil. | 0.61% | −750 200 |
| Barrick Mining Corporation US:B | 134 459 | $4.94 mil. | 0.30% | −425 585 |
| Newmont Goldcorp Corp US:NEM | 50 328 | $4.70 mil. | 0.29% | +49 567 |
| 한국전력공사 US:KEP | 207 140 | $2.51 mil. | 0.15% | — |
| IRSA Inversiones y Represent… US:IRS | 85 360 | $1.32 mil. | 0.08% | −3 |
| Platinum Group Metals Ltd US:PLG | 407 105 | $550 tis. | 0.03% | +48 413 |
| AIR LEASE CORP CUSIP 00912X302 | 0 (bylo 277 612) | — | — | prodána |
| Humana Inc US:HUM | 0 (bylo 113 385) | — | — | prodána |
| Molina Healthcare Inc US:MOH | 0 (bylo 291 941) | — | — | prodána |
| SEABRIDGE GOLD INC CUSIP 811916105 | 0 (bylo 7 332 863) | — | — | prodána |
Ve společnostech z naší databáze 9
| Společnost | Podíl | Akcie | Datum zprávy |
|---|---|---|---|
| Vista Gold Corporation | 9.62% | 14 049 338 | 2026-06-30 |
| International Tower Hill Min… | 7.16% | 18 767 533 | 2026-06-30 |
| Seabridge Gold Inc. | 7% | 7 554 992 | 2026-06-30 |
| Northern Dynasty Minerals Lt… | 5.72% | 32 178 392 | 2026-06-30 |
| Concentrix Corporation | 5.2% | 3 175 766 | 2026-06-30 |
| Platinum Group Metals Ltd | 0.32% | 407 105 | 2026-06-30 |
| Close Brothers Group plc | — | 4 500 734 | 2025-06-20 |
| Yellow Cake PLC | — | 12 601 737 | 2026-08-05 |
| Travis Perkins PLC | — | 8 161 115 | 2026-08-04 |
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