0001599814-20-000001.txt : 20200210 0001599814-20-000001.hdr.sgml : 20200210 20200210161756 ACCESSION NUMBER: 0001599814-20-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200210 DATE AS OF CHANGE: 20200210 EFFECTIVENESS DATE: 20200210 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: 20592172 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 12-31-2019 12-31-2019 Kopernik Global Investors, LLC

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

13F COMBINATION REPORT 028-15794 028-17598 Russell Investment Group, Ltd. N Sarah L. Bertrand 813-314-6127 /s/ Sarah L. Bertrand Tampa FL 02-10-2020 0 28 557565 false INFORMATION TABLE 2 KGI4Q2019eis13finfo_02.05.20.xml AUTOZONE INC COM 053332102 48 700 SH Put SOLE 700 0 0 BRASILAGRO BRAZILIAN AGRIC R SPONSORED ADR 10554B104 54 11325 SH SOLE 11325 0 0 CAMECO CORP COM 13321L108 102228 11486276 SH SOLE 10209169 0 1277107 CENTRAIS ELETRICAS BRASILEIR SPONSORED ADR 15234Q207 320 34378 SH SOLE 34378 0 0 GENERAL ELECTRIC CO COM 369604103 2229 199764 SH SOLE 184462 0 15302 HOME DEPOT INC COM 437076102 0 4200 SH Put SOLE 4200 0 0 HOME DEPOT INC COM 437076102 33 1500 SH Put SOLE 1500 0 0 INTERNATIONAL TOWER HILL MIN COM 46050R102 4204 7787871 SH SOLE 6473097 0 1314774 ISHARES TR MSCI EMG MKT ETF 464287234 315 850500 SH Put SOLE 850500 0 0 ISHARES SILVER TRUST ISHARES 46428Q109 1 92600 SH Call SOLE 92600 0 0 KT CORP SPONSORED ADR 48268K101 88240 7606876 SH SOLE 6836855 0 770021 KINROSS GOLD CORP COM 496902404 82 17218 SH SOLE 17218 0 0 KOREA ELECTRIC PWR SPONSORED ADR 500631106 24969 2110691 SH SOLE 1894143 0 216548 NEW GOLD INC CDA COM 644535106 38392 43627115 SH SOLE 39898845 0 3728270 NIKE INC CL B 654106103 61 7900 SH Put SOLE 7900 0 0 NORTHERN DYNASTY MINERALS LT COM NEW 66510M204 7839 18314510 SH SOLE 16368778 0 1945732 NOVAGOLD RES INC COM NEW 66987E206 32671 3646271 SH SOLE 3447119 0 199152 RANGE RES CORP COM 75281A109 57458 11846959 SH SOLE 10627071 0 1219888 RESTAURANT BRANDS INTL INC COM 76131D103 114 8600 SH Put SOLE 8600 0 0 ROYAL GOLD INC COM 780287108 3212 26278 SH SOLE 26278 0 0 SOUTHWESTERN ENERGY CO COM 845467109 48141 19892782 SH SOLE 18033220 0 1859562 STARBUCKS CORP COM 855244109 13 18600 SH Put SOLE 18600 0 0 STARBUCKS CORP COM 855244109 27 3000 SH Put SOLE 3000 0 0 TIFFANY & CO NEW COM 886547108 1 2500 SH Put SOLE 2500 0 0 TURQUOISE HILL RES LTD COM 900435108 59067 80232805 SH SOLE 73158168 0 7074637 Wheaton Precious Metals Corp COM 962879102 55900 1878996 SH SOLE 1727648 0 151348 TSAKOS ENERGY NAVIGATION LTD SHS G9108L108 18258 4187698 SH SOLE 3982365 0 205333 DIANA SHIPPING INC COM Y2066G104 13688 4401127 SH SOLE 3825305 0 575822