David Iben
Fund ManagerFounder and CIO, Kopernik Global Investors
Seabridge Gold is 46% of David Iben's $424.6M tracked book
10 tracked · Filing-sourced (SEC) · Latest filing Aug 11, 2026 · $424.6M · 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
Holdings (10)
Metals/resource sleeve · official % of the 13F table · not issuer ownership
SA 45.8%
Largest by weight
$424.6M
Tracked value
7,554,992 shares · $194.5M
32,178,392 shares · $61.8M
214,983 shares · $42.9M
6,898,074 shares · $41.2M
18,767,533 shares · $37.3M
14,049,338 shares · $26.8M
1,033,970 shares · $9.9M
134,459 shares · $4.9M
50,328 shares · $4.7M
407,105 shares · $550K
Shows tracked precious metals holdings only, not full book. Full 13F filed by Kopernik Global Investors, LLC.
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Portfolio Intelligence
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.
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.