KOPERNIK GLOBAL INVESTORS, LLC Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 24
New Positions 1
Increased Positions 16
Decreased Positions 7
Positions with Activity 23
Sold Out Positions 3
Total Mkt Value (in $ millions) 448

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

Sector Weighting

Basic Materials 61.04%
Capital Goods 7.04%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 0%
Energy 7.53%
Financial 1.76%
Healthcare
Services 2.71%
Technology 4.63%
Transportation 13.38%
Utilities 1.88%

24 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
CAMECO CORP COM 75,022 27,396 57.52 4,909,800
BARRICK GOLD CORP COM 64,433 40,010 163.83 5,242,718
SKYWEST INC COM 45,494 12,302 37.06 3,061,485
KINROSS GOLD CORP COM NO PAR 39,918 17,151 75.33 16,563,636
TURQUOISE HILL RES LTD COM 39,662 19,066 92.57 8,993,691
PEABODY ENERGY CORP COM 33,698 16,934 101.01 9,283,141
NOVAGOLD RES INC COM NEW 19,707 -4,076 (17.14) 4,830,231
KBR INC COM 18,540 18,540 New 1,013,110
YANDEX N V SHS CLASS A 16,516 3,407 25.99 892,750
TSAKOS ENERGY NAVIGATION LTD SHS 14,434 2,801 24.07 1,457,999
SILVER STD RES INC COM 13,959 496 3.69 2,251,470
LAYNE CHRISTENSEN CO COM 12,999 4,267 48.87 1,511,514
KT CORP SPONSORED ADR 12,131 1,024 9.22 890,679
NEWMONT MINING CORP COM 10,784 -11,840 (52.34) 399,260
CENTRAIS ELETRICAS BRASILEIRAS SPON ADR PFD B 8,412 New 2,861,305
MARKET VECTORS ETF TR JR GOLD MINERS E 7,892 3,178 67.42 303,193
SOCIEDAD QUIMICA MINERA DE CHI SPON ADR SER B 7,299 2,453 50.61 355,856
NAM TAI PPTY INC SHS 4,233 1,136 36.69 806,222
NORTHERN DYNASTY MINERALS LTD COM NEW 2,536 42 1.68 6,519,135
BRASILAGRO BRAZILIAN AGRIC REA SPONSORED ADR 102 -77 (42.98) 33,306