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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 (2015Q1)
Original 13F HR (0001599814-15-000004) filed in 2015.05.07
#
Name
Shares
Value ($)
%
Options
Notes
1 CAMECO CORP 4,909,800 68,394 17.13%
2 BARRICK GOLD CORP 5,242,718 57,460 14.39%
3 PEABODY ENERGY CORP 9,283,141 45,673 11.44%
4 SKYWEST INC 3,061,485 44,728 11.21%
5 KINROSS GOLD CORP 16,563,636 37,103 9.29%
6 TURQUOISE HILL RES LTD 8,993,691 28,060 7.03%
7 KBR INC 1,013,110 14,670 3.68%
8 NOVAGOLD RES INC 4,830,231 14,297 3.58%
9 YANDEX N V 892,750 13,539 3.39%
10 TSAKOS ENERGY NAVIGATION LTD 1,457,999 11,926 2.99%
11 KT CORP 890,679 11,650 2.92%
12 SILVER STD RES INC 2,251,470 10,199 2.56%
13 NEWMONT CORP 399,260 8,668 2.17%
14 LAYNE CHRISTENSEN CO 1,511,514 7,573 1.90%
15 Market Vector Junior 303,193 6,895 1.73%
16 SOCIEDAD QUIMICA Y MINERA DE 355,856 6,494 1.63%
17 CENTRAIS ELETRICAS BRASILEIR SPON ADR PFD B 2,861,305 6,009 1.51%
18 NAM TAI PPTY INC SHS 806,222 3,201 0.80%
19 NORTHERN DYNASTY MINERALS LTD COM 6,519,135 2,517 0.63%
20 BRASILAGRO BRAZILIAN AGRIC R 33,306 93 0.02%
21 ARCH COAL INC 28,195 28 0.01%