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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 (2015Q3)
Original 13F HR (0001599814-15-000007) filed in 2015.11.06
#
Name
Shares
Value ($)
%
Options
Notes
1 CAMECO CORP 6,296,165 76,627 16.03%
2 KINROSS GOLD CORP 30,976,623 53,281 11.15%
3 BARRICK GOLD CORP 8,093,018 51,472 10.77%
4 SKYWEST INC 2,665,518 44,460 9.30%
5 TURQUOISE HILL RES LTD 9,332,678 23,799 4.98%
6 GOLDCORP INC NEW 1,900,399 23,793 4.98%
7 PEABODY ENERGY CORP 15,668,098 21,622 4.52%
8 SILVER STD RES INC 3,050,821 19,892 4.16%
9 YANDEX N V 1,697,389 18,215 3.81%
10 NOVAGOLD RES INC 4,134,418 14,924 3.12%
11 SOCIEDAD QUIMICA Y MINERA DE 959,953 13,959 2.92%
12 NEWMONT CORP 794,819 12,773 2.67%
13 Pandora Media Inc 590,961 12,612 2.64%
14 KT CORP 869,064 11,358 2.38%
15 NEW GOLD INC CDA 4,811,549 10,922 2.29%
16 DIANA SHIPPING INC 1,437,669 9,316 1.95%
17 CLOUD PEAK ENERGY INC COM 3,454,179 9,084 1.90%
18 TSAKOS ENERGY NAVIGATION LTD 1,065,259 8,661 1.81%
19 KBR INC 506,545 8,438 1.77%
20 LAYNE CHRISTENSEN CO 1,070,381 6,957 1.46%
21 CENTRAIS ELETRICAS BRASILEIR SPON ADR PFD B 2,727,497 5,889 1.23%
22 SAFE BULKERS INC 2,004,823 5,534 1.16%
23 Market Vector Junior 259,546 5,084 1.06%
24 NAM TAI PPTY INC SHS 741,670 4,524 0.95%
25 NORTHERN DYNASTY MINERALS LTD COM 6,591,473 2,039 0.43%
26 HOME DEPOT INC 8,500 982 0.21% Put
27 STARBUCKS CORP 8,600 489 0.10% Put
28 AUTOZONE INC 600 434 0.09% Put
29 CHIPOTLE MEXICAN GRILL INC 600 432 0.09% Put
30 TIFFANY & CO NEW 4,900 378 0.08% Put