0001599814-19-000003.txt : 20190515 0001599814-19-000003.hdr.sgml : 20190515 20190515150244 ACCESSION NUMBER: 0001599814-19-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190331 FILED AS OF DATE: 20190515 DATE AS OF CHANGE: 20190515 EFFECTIVENESS DATE: 20190515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Kopernik Global Investors, LLC CENTRAL INDEX KEY: 0001599814 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: 19827408 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 13F-HR LIVE false true false 0001599814 XXXXXXXX 03-31-2019 03-31-2019 Kopernik Global Investors, LLC

TWO HARBOUR PLACE, 302 KNIGHTS RUN AVE. SUITE 1225 TAMPA FL 33602

13F COMBINATION REPORT 028-15794 028-17598 Russell Investments Group, LTD N Sarah Bertrand (813) 314-6127 /s/ Sarah Bertrand Tampa FL 05-15-2019 0 30 572854 false INFORMATION TABLE 2 KGI1Q201913FSML.05.15.19.xml ABBVIE INC COM 00287Y109 152 4300 SH Put SOLE 4300 0 0 APPLE INC COM 037833100 26 5100 SH Put SOLE 5100 0 0 AUTOZONE INC COM 053332102 15 1600 SH Put SOLE 1600 0 0 BRASILAGRO BRAZILIAN AGRIC R SPONSORED ADR 10554B104 43 11325 SH SOLE 11325 0 0 CAMECO CORP COM 13321L108 111540 9460590 SH SOLE 8057826 0 1402764 CENTRAIS ELETRICAS BRASILEIR SPONSORED ADR 15234Q207 330 35223 SH SOLE 35223 0 0 CLOUD PEAK ENERGY INC COM 18911Q102 498 4742078 SH SOLE 4359770 0 382308 DOMINOS PIZZA INC COM 25754A201 78 4000 SH Put SOLE 4000 0 0 GENERAL ELECTRIC CO COM 369604103 20876 2089691 SH SOLE 1796373 0 293318 GOLDCORP INC NEW COM 380956409 135 11793 SH SOLE 11793 0 0 HOME DEPOT INC COM 437076102 17 4200 SH Put SOLE 4200 0 0 INTERNATIONAL TOWER HILL MIN COM 46050R102 4162 7829912 SH SOLE 6473097 0 1356815 ISHARES TR MSCI EMG MKT ETF 464287234 1283 733400 SH Put SOLE 733400 0 0 ISHARES SILVER TRUST ISHARES 46428Q109 15 135600 SH Call SOLE 135600 0 0 KT CORP SPONSORED ADR 48268K101 82929 6666321 SH SOLE 5800950 0 865371 KINROSS GOLD CORP COM 496902404 236 68492 SH SOLE 68492 0 0 NEW GOLD INC CDA COM 644535106 32594 37855424 SH SOLE 32802516 0 5052908 NIKE INC CL B 654106103 38 7400 SH Put SOLE 7400 0 0 NIKE INC CL B 654106103 14 9700 SH Put SOLE 9700 0 0 NORTHERN DYNASTY MINERALS LT COM NEW 66510M204 4763 7872413 SH SOLE 6394548 0 1477865 NOVAGOLD RES INC COM NEW 66987E206 18522 4441671 SH SOLE 3645864 0 795807 RANGE RES CORP COM 75281A109 100881 8975210 SH SOLE 7564390 0 1410820 ROYAL GOLD INC COM 780287108 2820 31014 SH SOLE 31014 0 0 SSR MNG INC COM 784730103 230 18180 SH SOLE 18180 0 0 STARBUCKS CORP COM 855244109 47 18600 SH Put SOLE 18600 0 0 TIFFANY & CO NEW COM 886547108 56 2500 SH Put SOLE 2500 0 0 TURQUOISE HILL RES LTD COM 900435108 80706 48617821 SH SOLE 41960477 0 6657344 Wheaton Precious Metals Corp COM 962879102 71400 2997468 SH SOLE 2585462 0 412006 TSAKOS ENERGY NAVIGATION LTD SHS G9108L108 19710 6358172 SH SOLE 4992987 0 1365185 DIANA SHIPPING INC COM Y2066G104 18739 6644968 SH SOLE 5563104 0 1081864