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Institutional Investment Manager
Kopernik Global Investors, LLC
Kopernik Global Investors, LLC (CIK: 0001599814) incorporated in Delaware, located at 2502 N Rocky Point Drive, Tampa, FL. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q2)
Original 13F HR (0001599814-14-000005) filed in 2014.08.08
#
Name
Shares
Value ($)
%
Options
Notes
1 CAMECO CORP 1,834,460 35,974 12.79%
2 NEWMONT CORP 1,332,369 33,895 12.05%
3 BARRICK GOLD CORP 1,605,776 29,386 10.45%
4 PEABODY ENERGY CORP 1,783,234 29,156 10.37%
5 KINROSS GOLD CORP 5,971,627 24,723 8.79%
6 SKYWEST INC 1,996,115 24,393 8.67%
7 NOVAGOLD RES INC 5,033,438 21,191 7.53%
8 CENTRAIS ELETRICAS BRASILEIR SPON ADR PFD B 4,316,194 20,545 7.30%
9 KT CORP 950,984 14,398 5.12%
10 SILVER STD RES INC 1,404,537 12,163 4.32%
11 TURQUOISE HILL RES LTD 2,883,250 9,630 3.42%
12 LAYNE CHRISTENSEN CO 679,591 9,039 3.21%
13 TSAKOS ENERGY NAVIGATION LTD 1,297,736 8,682 3.09%
14 NORTHERN DYNASTY MINERALS LTD COM 4,773,507 3,995 1.42%
15 NAM TAI PPTY INC SHS 297,747 2,245 0.80%
16 CRESUD S A C I F Y A 113,799 1,485 0.53%
17 BRASILAGRO BRAZILIAN AGRIC R 58,406 257 0.09%
18 ARCH COAL INC 28,177 103 0.04%