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Kopernik Global Investors, LLC Historic Quarter Change: Foreign Stocks, Reduced

Kopernik Global Investors, LLC historic quarter change: Foreign Stocks, Reduced

In share positions in stocks (depositary receipts and foreign shares traded over the counter), over 21 quarters from 2013-12-31 to 2026-06-30, Kopernik Global Investors, LLC opened 12 positions, added to 31, reduced 27 and sold out of 15.

  • Q2 2026: Stock IRS; Country of operation —; Class SPON GDS ECH 10; Shares before 85,363.
  • Q1 2026: Stock KT; Country of operation —; Class SPONSORED ADR; Shares before 5,768,752.
  • Q1 2026: Stock KEP; Country of operation —; Class SPONSORED ADR; Shares before 268,151.
  • Q1 2026: Stock IRS; Country of operation —; Class SPON GDS ECH 10; Shares before 85,366.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1599814), 21 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-11); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-13); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-13); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-14); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-13); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-13); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-14); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-15); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-10-31); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-09); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-06); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-03); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-06); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-10); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-07); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-05); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-03); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-08); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-13). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2013-12-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026IRS
IRSA INVERSIONES Y REP S A
SPON GDS ECH 1085,36385,360-3$1,383,736$1,317,958-$65,7782026-08-11
Q1 2026KT
KT CORP
SPONSORED ADR5,768,7525,321,922-446,830$109,433,225$114,155,227+$4,722,0022026-05-13
Q1 2026KEP
KOREA ELEC PWR CORP
SPONSORED ADR268,151207,140-61,011$4,424,492$2,951,745-$1,472,7472026-05-13
Q1 2026IRS
IRSA INVERSIONES Y REP S A
SPON GDS ECH 1085,36685,363-3$1,411,956$1,383,736-$28,2202026-05-13
Q3 2025SQM
SOCIEDAD QUIMICA Y MINERA DE
SPON ADR SER B1,842,113812,944-1,029,169$64,971,326$34,940,333-$30,030,9932025-11-14
Q2 2025KT
KT CORP
SPONSORED ADR6,311,4794,276,464-2,035,015$111,776,293$88,864,922-$22,911,3712025-08-14
Q2 2025KEP
KOREA ELEC PWR CORP
SPONSORED ADR1,099,905268,151-831,754$8,150,296$3,818,470-$4,331,8262025-08-14
Q1 2025HMY
HARMONY GOLD MINING CO LTD
SPONSORED ADR2,724,85217,215-2,707,637$22,371,035$254,266-$22,116,7692025-05-14
Q1 2025KT
KT CORP
SPONSORED ADR7,915,3436,311,479-1,603,864$122,846,123$111,776,293-$11,069,8302025-05-14
Q4 2024KT
KT CORP
SPONSORED ADR8,470,7547,915,343-555,411$130,280,197$122,846,123-$7,434,0742025-02-13
Q4 2024HMY
HARMONY GOLD MINING CO LTD
SPONSORED ADR2,917,5112,724,852-192,659$29,671,087$22,371,035-$7,300,0522025-02-13
Q3 2024KT
KT CORP
SPONSORED ADR9,319,4048,470,754-848,650$127,396,253$130,280,197+$2,883,9442024-11-13
Q3 2024HMY
HARMONY GOLD MINING CO LTD
SPONSORED ADR2,933,8902,917,511-16,379$26,903,771$29,671,087+$2,767,3162024-11-13
Q3 2024KEP
KOREA ELEC PWR CORP
SPONSORED ADR1,484,0931,099,905-384,188$10,522,219$8,535,263-$1,986,9562024-11-13
Q2 2024HMY
HARMONY GOLD MINING CO LTD
SPONSORED ADR5,655,5222,933,890-2,721,632$46,205,615$26,903,771-$19,301,8442024-08-14
Q1 2024HMY
HARMONY GOLD MINING CO LTD
SPONSORED ADR16,227,3125,655,522-10,571,790$99,797,969$46,205,615-$53,592,3542024-05-15
Q1 2024KT
KT CORP
SPONSORED ADR10,256,6228,410,222-1,846,400$137,849,000$117,911,312-$19,937,6882024-05-15
Q3 2016NTPIF
NAM TAI PPTY INC
British Virgin IslandsSHS825,841139,763-686,078$4,436,000$1,126,000-$3,310,0002016-10-31
Q3 2016KT
KT CORP
SPONSORED ADR1,094,4811,047,787-46,694$15,608,000$16,817,000+$1,209,0002016-10-31
Q2 2016SQM
SOCIEDAD QUIMICA MINERA DE C
SPON ADR SER B449,235227,891-221,344$9,232,000$5,632,000-$3,600,0002016-08-09
Q4 2015SQM
SOCIEDAD QUIMICA MINERA DE C
SPON ADR SER B959,953430,175-529,778$13,959,000$8,178,000-$5,781,0002016-02-03
Q4 2015KT
KT CORP
SPONSORED ADR869,064720,296-148,768$11,358,000$8,580,000-$2,778,0002016-02-03
Q3 2015KT
KT CORP
SPONSORED ADR903,567869,064-34,503$11,448,000$11,358,000-$90,0002015-11-06
Q2 2015NTPIF
NAM TAI PPTY INC
British Virgin IslandsSHS806,222698,484-107,738$3,201,000$3,365,000+$164,0002015-08-10
Q1 2015LND
BRASILAGRO CO BR DE AGRICOLAS
SPONSORED ADR58,40633,306-25,100$173,000$93,000-$80,0002015-05-07
Q3 2014KT
KT CORP-SP ADR
SPONSORED ADR950,984573,332-377,652$14,398,000$9,294,000-$5,104,0002014-11-03
Q2 2014CRESY
CRESUD SA-ADR
SPONSORED ADR262,508113,799-148,709$2,438,000$1,485,000-$953,0002014-08-08

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