StockDriftsStockDriftsTop 27 Kopernik Global Investors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SA | SEABRIDGE GOLD INC | 14.52% | 7.33M | $207.8M | +5.06%(+353.25K) | $14.11(+123.73%) | 2026-03-31 | |
| RRC | RANGE RES CORP | 13.22% | 4.19M | $189.2M | -20.05%(-1.05M) | $29.22(+41.99%) | 2026-03-31 | |
| KT | KT CORP | 7.97% | 5.32M | $114.2M | -7.75%(-446.83K) | $14.56(+35.41%) | 2026-03-31 | |
| NTR | NUTRIEN LTD | 7.5% | 1.42M | $107.4M | -18.81%(-329.88K) | $55.24(+28.41%) | 2026-03-31 | |
| EXE | EXPAND ENERGY CORPORATION | 6.24% | 813.6K | $89.3M | +19.37%(+132.05K) | $99.07(-2.39%) | 2026-03-31 | |
| BEN | FRANKLIN RESOURCES INC | 5.81% | 3.52M | $83.2M | +4.55%(+153.42K) | $21.30(+51.84%) | 2026-03-31 | |
| CNC | CENTENE CORP DEL | 5.76% | 2.52M | $82.4M | +24.30%(+492.05K) | $43.41(+35.22%) | 2026-03-31 | |
| NG | NOVAGOLD RESOURCES INC | 4.08% | 6.51M | $58.5M | -22.75%(-1.92M) | $4.54(+95.86%) | 2026-03-31 | |
| CRESY | CRESUD S A C I F Y A | 3.92% | 4.42M | $56.2M | +3.97%(+168.66K) | $9.70(+10.24%) | 2026-03-31 | |
| WY | WEYERHAEUSER CO | 3.25% | 1.90M | $46.5M | new | $24.06(-2.95%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +44.31% | +200.51% |
| Top 20 Holdings Unweighted | +51.15% | +245.29% |
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