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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 (2015Q4)
Original 13F HR (0001599814-16-000009) filed in 2016.02.03
#
Name
Shares
Value ($)
%
Options
Notes
1 CAMECO CORP 6,065,594 74,788 16.07%
2 KINROSS GOLD CORP 26,427,711 48,098 10.33%
3 BARRICK GOLD CORP 6,366,463 46,985 10.09%
4 SKYWEST INC 1,367,897 26,019 5.59%
5 Pandora Media Inc 1,676,805 22,486 4.83%
6 GOLDCORP INC NEW 1,936,314 22,383 4.81%
7 TURQUOISE HILL RES LTD 8,750,294 22,224 4.77%
8 YANDEX N V 1,401,135 22,027 4.73%
9 ROYAL GOLD INC 535,350 19,524 4.19%
10 SILVER WHEATON CORP 1,333,825 16,566 3.56%
11 SILVER STD RES INC 3,143,372 16,283 3.50%
12 CONSOL ENERGY INC 1,815,763 14,345 3.08%
13 NOVAGOLD RES INC 2,916,482 12,280 2.64%
14 DIANA SHIPPING INC 2,699,879 11,743 2.52%
15 NEW GOLD INC CDA 4,759,048 11,042 2.37%
16 TSAKOS ENERGY NAVIGATION LTD 1,186,047 9,393 2.02%
17 KT CORP 720,296 8,580 1.84%
18 SOCIEDAD QUIMICA Y MINERA DE 430,175 8,178 1.76%
19 PEABODY ENERGY ORD 1,044,535 8,021 1.72%
20 KBR INC 450,637 7,627 1.64%
21 CLOUD PEAK ENERGY INC COM 3,498,418 7,276 1.56%
22 CENTRAIS ELETRICAS BRASILEIR SPON ADR PFD B 2,357,251 6,082 1.31%
23 LAYNE CHRISTENSEN CO 1,070,381 5,630 1.21%
24 NAM TAI PPTY INC SHS 741,670 4,294 0.92%
25 SAFE BULKERS INC 4,261,989 3,453 0.74%
26 NEWMONT CORP 171,898 3,092 0.66%
27 Market Vector Junior 133,372 2,562 0.55%
28 NORTHERN DYNASTY MINERALS LTD COM 6,591,473 2,025 0.44%
29 HOME DEPOT INC 8,500 1,125 0.24% Put
30 STARBUCKS CORP 8,600 516 0.11% Put
31 AUTOZONE INC 600 445 0.10% Put
32 TIFFANY & CO NEW 4,900 374 0.08% Put