0001599814-20-000003.txt : 20200511 0001599814-20-000003.hdr.sgml : 20200511 20200511134056 ACCESSION NUMBER: 0001599814-20-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200511 DATE AS OF CHANGE: 20200511 EFFECTIVENESS DATE: 20200511 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: 20863960 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 03-31-2020 03-31-2020 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 L. Bertrand 813-314-6127 /s/ Sarah L. Bertrand Tampa X1 05-11-2020 0 27 469539 false INFORMATION TABLE 2 KGI1Q2020eis13finfo_03.31.20.xml AUTOZONE INC PUT 053332102 201 700 SH Put SOLE 700 0 0 BRASILAGRO BRAZILIAN AGRIC R SPONSORED ADR 10554B104 35 11325 SH SOLE 11325 0 0 CAMECO CORP COM 13321L108 86911 11375768 SH SOLE 10749838 0 625930 CENTRAIS ELETRICAS BRASILEIR SPONSORED ADR 15234Q207 551 119456 SH SOLE 119456 0 0 EMBRAER S.A. SPONSORED ADS 29082A107 5613 758526 SH SOLE 752075 0 6451 GENERAL ELECTRIC CO COM 369604103 21339 2687477 SH SOLE 2687477 0 0 HOME DEPOT INC PUT 437076102 72 1500 SH Put SOLE 1500 0 0 INTERNATIONAL TOWER HILL MIN COM 46050R102 2908 7772775 SH SOLE 6473097 0 1299678 ISHARES TR PUT 464287234 2279 414400 SH Put SOLE 414400 0 0 ISHARES TR MSCI EAFE ETF 464287465 42026 786117 SH SOLE 0 0 786117 ISHARES SILVER TRUST CALL 46428Q109 200 205800 SH Call SOLE 205800 0 0 KT CORP SPONSORED ADR 48268K101 63826 8203920 SH SOLE 7843259 0 360661 KOREA ELECTRIC PWR SPONSORED ADR 500631106 16206 2146533 SH SOLE 2008979 0 137554 NEW GOLD INC CDA COM 644535106 21920 42930043 SH SOLE 39979147 0 2950896 NIKE INC PUT 654106103 122 6600 SH Put SOLE 6600 0 0 NORTHERN DYNASTY MINERALS LT COM NEW 66510M204 6874 17853724 SH SOLE 16368778 0 1484946 NOVAGOLD RES INC COM NEW 66987E206 21235 2877395 SH SOLE 2712350 0 165045 RANGE RES CORP COM 75281A109 28410 12460634 SH SOLE 11634712 0 825922 RESTAURANT BRANDS INTL INC PUT 76131D103 239 7000 SH Put SOLE 7000 0 0 ROYAL GOLD INC COM 780287108 2613 29787 SH SOLE 29787 0 0 SOUTHWESTERN ENERGY CO COM 845467109 46985 27801608 SH SOLE 26727929 0 1073679 STARBUCKS CORP PUT 855244109 50 9300 SH Put SOLE 9300 0 0 STARBUCKS CORP PUT 855244109 74 3000 SH Put SOLE 3000 0 0 TURQUOISE HILL RES LTD COM 900435108 31190 81691662 SH SOLE 76244633 0 5447029 Wheaton Precious Metals Corp COM 962879102 48443 1759650 SH SOLE 1688510 0 71140 TSAKOS ENERGY NAVIGATION LTD SHS G9108L108 11983 3675911 SH SOLE 3479090 0 196821 DIANA SHIPPING INC COM Y2066G104 7234 4887717 SH SOLE 4587785 0 299932