David Iben

Fund Manager

Founder and CIO, Kopernik Global Investors

Seabridge Gold is 55% of David Iben's $379.5M tracked book

8 tracked · Filing-sourced (SEC) · Latest filing May 13, 2026 · $379.5M · 13F, Form 4, 13D/G

Kopernik Global Investors, LLC is a Tampa-based investment adviser that files Form 13F with the SEC. The firm manages deep-value global equity strategies with meaningful precious-metals exposure. Holdings shown are names in the GoldSignal universe from the firm's most recent 13F; the filing also includes non-precious-metals securities.

Portfolio allocation

8 positions weighted

Weights are each position's share of the reported value of the charted positions.

Holdings (8)

Showing 8 of 31 reported positions · ordered by reported value

SA 54.8%

Largest by weight

$379.5M

Tracked value

1
SASeabridge Gold, Inc.
54.76%
7,332,863 shares · $207.8M
FILINGSEC 13F-HRMar 31, 2026SEABRIDGE GOLD INCSEC
2
NGNovaGold Resources Inc.
15.41%
6,511,729 shares · $58.5M
FILINGSEC 13F-HRMar 31, 2026NOVAGOLD RESOURCES INCSEC
3
THMInternational Tower Hill Mines, Ltd.
10.70%
17,650,432 shares · $40.6M
FILINGSEC 13F-HRMar 31, 2026INTERNATIONAL TOWER HILL MINSEC
4
VGZVista Gold Corp.
7.15%
13,852,010 shares · $27.1M
FILINGSEC 13F-HRMar 31, 2026VISTA GOLD CORPSEC
5
BBarrick Mining Corporation
6.02%
560,044 shares · $22.8M
FILINGSEC 13F-HRMar 31, 2026BARRICK MNG CORPSEC
6
RGLDRoyal Gold, Inc.
5.78%
86,159 shares · $21.9M
FILINGSEC 13F-HRMar 31, 2026ROYAL GOLD INCSEC
7
PLGPlatinum Group Metals LTD.
0.17%
358,692 shares · $635K
FILINGSEC 13F-HRMar 31, 2026PLATINUM GROUP METALS LTDSEC
8
NEMNewmont Corporation
0.02%
761 shares · $82K
FILINGSEC 13F-HRMar 31, 2026NEWMONT CORPSEC

Shows tracked precious metals holdings only, not full book. Full 13F filed by Kopernik Global Investors, LLC.

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Portfolio Intelligence

Aggregated from this investor's disclosed positions. Methodology

Portfolio Gold Beta

Equal-weight average of cached stock-level gold beta values across disclosed holdings with available regression data.

Methodology

Beta

n/a

R-squared

n/a

Coverage

Limited coverage: 0%

0 of 0 holdings, equal weight

Consensus Holdings

Holdings also disclosed by other tracked investors.

No overlapping disclosed holdings in the cache.

Similar Portfolios

No shared holdings found in the cache.

Filing Timeline

No recent activity rows in the cache.

Additional disclosed positions from interviews and public statements may appear above the 13F-sourced list.

Precious-metals holdings from the most recent SEC 13F filed by Kopernik Global Investors, LLC. That filing also includes non-precious-metals securities; this page shows only names in the GoldSignal universe.

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