0001599814-24-000003.txt : 20240515 0001599814-24-000003.hdr.sgml : 20240515 20240515114413 ACCESSION NUMBER: 0001599814-24-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240515 DATE AS OF CHANGE: 20240515 EFFECTIVENESS DATE: 20240515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Kopernik Global Investors, LLC CENTRAL INDEX KEY: 0001599814 ORGANIZATION NAME: IRS NUMBER: 462760679 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15794 FILM NUMBER: 24948432 BUSINESS ADDRESS: STREET 1: TWO HARBOUR PLACE, 302 KNIGHTS RUN AVE. STREET 2: SUITE 1225 CITY: TAMPA STATE: FL ZIP: 33602 BUSINESS PHONE: 813-314-6127 MAIL ADDRESS: STREET 1: TWO HARBOUR PLACE, 302 KNIGHTS RUN AVE. STREET 2: SUITE 1225 CITY: TAMPA STATE: FL ZIP: 33602 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001599814 XXXXXXXX 03-31-2024 03-31-2024 Kopernik Global Investors, LLC
TWO HARBOUR PLACE, 302 KNIGHTS RUN AVE. SUITE 1225 TAMPA FL 33602
13F COMBINATION REPORT 028-15794 028-17598 Russell Investment Group, Ltd. N
Sarah L. Bertrand General Counsel/CCO 813-314-6127 /s/ Sarah L. Bertrand Tampa FL 05-15-2024 0 29 953405477 false
INFORMATION TABLE 2 KGI1Q2024eis13info_03.31.24.xml CRESUD S A C I F Y A SPONSORED ADR 226406106 6955523 778894 SH SOLE 1 756132 0 22762 HARMONY GOLD MINING CO LTD SPONSORED ADR 413216300 46205615 5655522 SH SOLE 1 5530856 0 124666 IRSA INVERSIONES Y REP S A SPON GDS ECH 10 450047303 271346 28990 SH SOLE 1 28143 0 847 INTERNATIONAL TOWER HILL MIN COM 46050R102 9629854 13966430 SH SOLE 1 13590256 0 376174 ISHARES SILVER TR ISHARES 46428Q109 173573 211300 SH Call SOLE N/A 211300 0 0 IVANHOE ELECTRIC INC COM 46578C108 516195 52673 SH SOLE 1 52673 0 0 KT CORP SPONSORED ADR 48268K101 117911312 8410222 SH SOLE 1 8093693 0 316529 KOREA ELEC PWR CORP SPONSORED ADR 500631106 12362495 1484093 SH SOLE 1 1377988 0 106105 ELI LILLY & CO COM 532457108 70191 2300 SH Put SOLE N/A 2300 0 0 NEWMONT CORP COM 651639106 84488786 2357388 SH SOLE 1 2311161 0 46227 NORTHERN DYNASTY MINERALS LT COM NEW 66510M204 10198480 32070691 SH SOLE 1 31731782 0 338909 NOVAGOLD RES INC COM NEW 66987E206 41694708 13898236 SH SOLE 1 13524536 0 373700 NOVO-NORDISK A S ADR 670100205 9576 15600 SH Put SOLE N/A 15600 0 0 NVIDIA CORPORATION COM 67066G104 139050 1500 SH Put SOLE N/A 1500 0 0 PAYCHEX INC COM 704326107 20590 2900 SH Put SOLE N/A 2900 0 0 PERPETUA RESOURCES CORP COM 714266103 21842459 5250591 SH SOLE 1 5121810 0 128781 RANGE RES CORP COM 75281A109 101150933 2937872 SH SOLE 1 2864510 0 73362 ROYAL GOLD INC COM 780287108 81822579 671723 SH SOLE 1 657997 0 13726 SANDSTORM GOLD LTD COM NEW 80013R206 12705110 2420021 SH SOLE 1 2355691 0 64330 SEABRIDGE GOLD INC COM 811916105 49212697 3254808 SH SOLE 1 3196706 0 58102 SKYWEST INC COM 830879102 12035532 174226 SH SOLE 1 169954 0 4272 SOUTHWESTERN ENERGY CO COM 845467109 139185544 18362209 SH SOLE 1 17905438 0 456771 VISTA GOLD CORP COM NEW 927926303 1975062 3497542 SH SOLE 1 3497542 0 0 WHEATON PRECIOUS METALS CORP COM 962879102 112891714 2395326 SH SOLE 1 2345476 0 49850 ABBVIE INC COM 00287Y109 23280 8000 SH Put SOLE N/A 8000 0 0 AIR LEASE CORP CL A 00912X302 13861280 269465 SH SOLE 1 262560 0 6905 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 25881942 357683 SH SOLE 1 349137 0 8546 AMGEN INC COM 031162100 71920 3100 SH Put SOLE N/A 3100 0 0 BARRICK GOLD CORP COM 067901108 50098131 3010705 SH SOLE 1 2911122 0 99583