Kopernik Global Investors, LLC quarter change: USA Stocks, Sold out
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Kopernik Global Investors, LLC opened 3 positions, added to 13, reduced 5, sold out of 3 and left 0 unchanged. The largest increase in value was SA (+$194,465,494); the largest decrease was CNC (-$40,897,350).
- MOH: Country of operation United States; Class COM; Shares 2026-03-31 291,941; Shares 2026-06-30 0.
- HUM: Country of operation United States; Class COM; Shares 2026-03-31 113,385; Shares 2026-06-30 0.
- AL: Country of operation United States; Class CL A; Shares 2026-03-31 277,612; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 1599814): 2026-03-31 (filed 2026-05-13) and 2026-06-30 (filed 2026-08-11). 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; share change is the position change.
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