Long-term investor

Kopernik Global Investors, LLC @kopernikglobalinvestorsl

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001599814).

Record

  • Tracked since 2025-06-30 (448 days), 66 trades recorded
  • Returns: week n/a · month n/a · 90 days -9.1% · 6 months n/a · 1 year +15.9% · all +15.9%
  • Max drawdown n/a · win rate 45% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • RRC · 15.0% · long · since 2025-06-30
  • 811927102 · 11.9% · long · since 2026-06-30
  • EXE · 9.6% · long · since 2025-06-30
  • KT · 9.6% · long · since 2025-06-30
  • NTR · 8.4% · long · since 2025-06-30
  • WY · 5.5% · long · since 2026-03-31
  • CNXC · 4.4% · long · since 2026-03-31
  • RYN · 4.3% · long · since 2026-03-31
  • 66510M204 · 3.8% · long · since 2025-06-30
  • 226406106 · 3.3% · long · since 2025-06-30
  • NICE · 3.1% · long · since 2026-03-31
  • 354613101 · 2.7% · long · since 2025-06-30

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