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Kopernik Global InvestorsArticle15 Apr 2026Source: kopernikglobal.com

Kopernik International Fund — Monthly Holdings

AI SummaryAI-generated · may contain errors · verify against the original

As of June 30, 2026, the Kopernik International Fund's holdings show that fund assets are highly concentrated in the materials sector (28.79%) and cash (29.40%), followed by energy (9.23%) and industrials (9.27%). The top ten holdings include Valterra Platinum Ltd. (4.37%), Seabridge Gold Inc. (2.72

~17 min full read · 3 sections
Deep Analysis

This section (Introduction) is in fact the holdings disclosure of the Kopernik International Fund as of 2026-06-30, not a monthly report with commentary: there is no performance, no benchmark comparison, no attribution, no manager views, and no indication of position changes. The only substantive content available for analysis is the static holdings, the Russian securities valuation note, and one S&P 500 index put option.

Holdings Overview

The fund's largest positions are cash (29.40%) and materials (28.79%), totaling 58.19%, a distinctly defensive posture; energy (9.23%) and industrials (9.27%) form the second tier.

Category Weight
Cash and Cash Equivalents 29.40%
Materials 28.79%
Industrials 9.27%
Energy 9.23%
Financials 5.70%
Communication Services 5.46%
Consumer Staples 4.69%
Utilities 3.25%
Consumer Discretionary 1.35%
Information Technology 1.19%
Options 0.97%
Health Care 0.56%
Real Estate 0.13%

Complete List of Positions

The following lists the 90 positions/instruments disclosed in the report by industry; all weights are percentages of net assets. The original text gives no buy/sell actions or views on these holdings, only position data.

Industry Holding Country/Region Weight
Communication Services Baidu Inc. China 0.22%
Communication Services KT Corp. South Korea 2.01%
Communication Services LG Uplus Corp. South Korea 2.54%
Communication Services Vodafone Group PLC United Kingdom 0.68%
Consumer Discretionary Empresas COPEC SA Chile 0.22%
Consumer Discretionary Meituan China 0.72%
Consumer Discretionary SJM Holdings Ltd. Hong Kong 0.41%
Consumer Staples Carrefour SA France 0.93%
Consumer Staples First Pacific Co., Ltd. Hong Kong 0.46%
Consumer Staples Golden Agri-Resources Ltd. Singapore 1.83%
Consumer Staples Indofood Sukses Makmur Tbk PT Indonesia 0.40%
Consumer Staples Lenta International Co PJSC Russia 0.19%
Consumer Staples MHP SE Ukraine 0.67%
Consumer Staples Treasury Wine Estates Ltd. Australia 0.20%
Energy Cenovus Energy Inc. Canada 0.63%
Energy Gazprom Neft PJSC Russia 0.53%
Energy Gazprom PJSC Russia 0.34%
Energy Inpex Corp. Japan 0.83%
Energy Japan Petroleum Exploration Co., Ltd. Japan 0.75%
Energy NAC Kazatomprom JSC Kazakhstan 0.87%
Energy Paladin Energy Ltd. Australia 1.70%
Energy Petroleo Brasileiro SA Brazil 1.15%
Energy Saudi Arabian Oil Co. Saudi Arabia 0.99%
Energy United Tractors Tbk PT Indonesia 0.24%
Energy Yellow Cake PLC United Kingdom 1.21%
Financials Bangkok Bank Public Co., Ltd. Thailand 0.92%
Financials Bank of East Asia Ltd. Hong Kong 0.09%
Financials China Reinsurance Group Corp. China 0.54%
Financials Grupo Financiero Inbursa SAB de CV Mexico 0.25%
Financials Halyk Bank of Kazakhstan JSC Kazakhstan 0.59%
Financials Kasikornbank PCL Thailand 0.33%
Financials Man Group PLC United Kingdom 0.25%
Financials Moscow Exchange MICEX-RTS PJSC Russia 0.40%
Financials Sberbank of Russia PJSC Russia 1.05%
Financials Schroders PLC United Kingdom 0.23%
Financials Sprott Physical Uranium Trust Canada 0.98%
Financials VTB Bank PJSC Russia 0.07%
Health Care Sinopharm Group Co., Ltd. China 0.33%
Health Care Suzuken Co., Ltd. Japan 0.24%
Industrials Ayala Corp. Philippines 0.21%
Industrials China Communications Services Corp., Ltd. China 1.06%
Industrials CK Hutchison Holdings Ltd. Hong Kong 1.38%
Industrials DiDi Global Inc. China 0.50%
Industrials DL E&C Co., Ltd. South Korea 0.70%
Industrials GS Holdings Corp. South Korea 0.59%
Industrials Guangshen Railway Co., Ltd. China 0.32%
Industrials Kamigumi Co., Ltd. Japan 0.40%
Industrials Korean Air Lines Co., Ltd. South Korea 0.50%
Industrials LG Corp. South Korea 0.92%
Industrials Melrose Industries PLC United Kingdom 0.22%
Industrials Teleperformance SE France 0.58%
Industrials Tokyo Metro Co., Ltd. Japan 0.53%
Industrials West Japan Railway Co. Japan 1.35%
Information Technology EPAM Systems, Inc. United States 0.34%
Information Technology NICE Ltd. Israel 0.75%
Information Technology PAX Global Technology Ltd. Hong Kong 0.10%
Materials Barrick Mining Corp. Canada 0.51%
Materials BHP Group Ltd. Australia 0.98%
Materials Champion Iron Ltd. Australia 0.47%
Materials Empresas CMPC SA Chile 1.13%
Materials Glencore PLC United Kingdom 2.52%
Materials Impala Platinum Holdings Ltd. South Africa 2.13%
Materials Indah Kiat Pulp & Paper Tbk PT Indonesia 0.28%
Materials Ivanhoe Mines Ltd. Canada 2.04%
Materials K+S AG Germany 2.95%
Materials Lotte Chemical Corp. South Korea 0.04%
Materials Mosaic Co. United States 0.25%
Materials Newmont Corp. United States 0.50%
Materials Novagold Resources Inc. Canada 0.77%
Materials Nutrien Ltd. Canada 1.55%
Materials Orbia Advance Corp. SAB de CV Mexico 0.19%
Materials Polyus PJSC Russia 1.01%
Materials Royal Gold Inc. United States 0.99%
Materials Seabridge Gold Inc. Canada 2.72%
Materials Sibanye Stillwater Ltd. South Africa 1.12%
Materials Stora Enso Oyj Finland 0.98%
Materials Vale SA Brazil 1.16%
Materials Valor Gold Corp. Canada 0.14%
Materials Valterra Platinum Ltd. South Africa 4.37%
Real Estate LSR Group PJSC Russia 0.13%
Utilities AXIA Energia SA Brazil 0.54%
Utilities CGN Power Co., Ltd. China 0.60%
Utilities China Gas Holdings Ltd. China 0.25%
Utilities Electric Power Development Co., Ltd. Japan 0.30%
Utilities Federal Grid Co - Rosseti PJSC Russia 0.06%
Utilities Korea Electric Power Corp. South Korea 1.37%
Utilities RusHydro PJSC Russia 0.13%
Options S&P 500 Index Put United States 0.97%
Cash and Cash Equivalents Cash and Cash Equivalents 29.40%

Fund Notes

The report does not disclose performance, changes in fund size, or rebalancing records. The only additional items are the note on Russian securities valuation and sanctions restrictions, and the existence of an index put option.

  • Russian local securities and Russian GDRs/ADRs are carried at fair value as of 2026-06-30; the U.S. government has imposed sanctions on companies in multiple Russian industries, which may inhibit Kopernik's ability to buy or sell these securities. The fund stated that it continues to monitor the situation and will comply with all U.S. sanctions. Summing the line items above, Russian-related issuers account for approximately 3.91% of the portfolio.
  • The fund holds a S&P 500 Index Put of 0.97%. Per the original text, this index put option is cash-settled; if the index closes below the strike price at expiration, the holder receives the cash difference. Buying the option entails the risk of losing the premium.
  • Cash and cash equivalents of 29.40% coexist with the S&P 500 put option, leaving the portfolio positioned defensively at present; however, the report does not disclose net exposure, leverage, or long/short ratio data.