KOPERNIK GLOBAL INVESTORS, LLC Information

TWO HARBOUR PLACE, 302 KNIGHTS RUN AVE., TAMPA, Florida, 33602, (813) 314-6112

Report Date: 03/31/2014

Position Statistics

Total Positions 26
New Positions 2
Increased Positions 17
Decreased Positions 9
Positions with Activity 26
Sold Out Positions 8
Total Mkt Value (in $ millions) 180

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 53.75%
Capital Goods 1.91%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 1.84%
Energy 11.85%
Financial
Healthcare
Services 8.47%
Technology
Transportation 11.09%
Utilities 10.95%

26 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
NEWMONT MINING CORP COM 23,085 23,085 New 931,583
PEABODY ENERGY CORP COM 21,287 19,842 1,373.56 1,405,057
CENTRAIS ELETRICAS BRASILEIRAS SPON ADR PFD B 19,736 13,225 203.15 3,839,641
BARRICK GOLD CORP COM 15,677 9,769 165.37 856,662
CAMECO CORP COM 14,942 7,907 112.41 701,515
TURQUOISE HILL RES LTD COM 13,903 11,553 491.67 3,949,734
KT CORP SPONSORED ADR 11,992 8,752 270.07 824,773
SKYWEST INC COM 11,625 9,639 485.21 993,597
NOVAGOLD RES INC COM NEW 10,704 4,612 75.72 2,846,777
KINROSS GOLD CORP COM NO PAR 9,398 5,543 143.77 2,343,655
TSAKOS ENERGY NAVIGATION LTD SHS 8,350 3,917 88.35 1,131,424
SILVER STD RES INC COM 5,830 2,711 86.92 664,747
LAYNE CHRISTENSEN CO COM 3,436 1,748 103.49 307,358
NORTHERN DYNASTY MINERALS LTD COM NEW 3,319 1,536 86.10 3,999,325
CRESUD S A C I F Y A SPONSORED ADR 3,310 2,126 179.61 262,508
TURKCELL ILETISIM HIZMETLERI SPON ADR NEW 3,269 3,269 New 208,861
BRASILAGRO BRAZILIAN AGRIC REA SPONSORED ADR 257 17 7.26 58,406
ARCH COAL INC COM 75 -2,768 (97.37) 25,694
ANGLOGOLD ASHANTI LTD SPONSORED ADR -4,380 Sold Out 0
BANRO CORP COM -235 Sold Out 0


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