KGIIX
Kopernik International Fund
ADVISORS' INNER CIRCLE FUND II

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Jan 31, 2026 → Apr 30, 2026

Expand a category to see the positions behind it, ranked by weight.

Security Shares Jan 2026 Shares Apr 2026 Δ shares End % Δ value
NICE SYSTEM LTD SPONSORED ADR 0 37,828 37,828 0.41% $3.86M
CHINA REINSURA-H 0 18,815,000 18,815,000 0.31% $2.97M
ORBIA ADVANCE CO 0 2,393,900 2,393,900 0.30% $2.85M
MELROSE INDUSTRI 0 321,561 321,561 0.22% $2.11M
INDAH KIAT PULP 0 3,588,000 3,588,000 0.21% $2.03M
AYALA CORP 0 239,260 239,260 0.19% $1.82M
SPXW US 05/29/26 P6950 LONG 0 372 372 0.17% $1.58M
Sinopharm Group Company, Ltd. 0 544,800 544,800 0.14% $1.30M
EMPRESAS COPEC 0 31,593 31,593 0.02% $221.30K
JAPAN PETROLEUM 0 12,400 12,400 0.02% $177.39K
FX Forward Contract: ZAR/USD SETTLE 2025-05-02 0 2 2 0.00% $12.32K
Security Shares Jan 2026 Shares Apr 2026 Δ shares End % Δ value
BARRICK MINING CORP 90,683 0 -90,683 0.00% -$4.15M
Newmont Corporation 32,993 0 -32,993 0.00% -$3.73M
BASF SE COMMON STOCK 34,326 0 -34,326 0.00% -$1.86M
AIR LEASE CORP CL A 25,878 0 -25,878 0.00% -$1.67M
SPXW US 01/30/26 P6900 LONG 405 0 -405 0.00% -$222.75K
FX Spot Contract: USD/CNY SETTLE 2026-01-02 8 0 -8 0.00% -$36.21K
Security Shares Jan 2026 Shares Apr 2026 Δ shares End % Δ value
US ULTRA BOND CBT Sep25 264,664,816 342,447,336 77,782,520 36.18% $75.24M
VALTERRA PLATINU 322,485 434,771 112,286 3.70% $6.04M
SEABRIDGE GOLD 840,909 934,993 94,084 2.76% $2.37M
LG UPLUS CORP 2,124,616 2,389,853 265,237 2.71% $2.02M
IMPALA PLATINUM 1,006,244 1,283,087 276,843 1.90% -$770.54K
LG CORP 223,108 239,841 16,733 1.71% $2.02M
NUTRIEN LTD 146,229 179,956 33,727 1.44% $3.60M
KOREA ELEC POWER 245,439 385,290 139,851 1.22% $1.64M
IVANHOE MINES LTD 535,592 1,368,435 832,843 1.17% $4.31M
DREYFUS TREASURY SEC CASH-PT DPRXX US EQUITY 5,051,189 9,531,597 4,480,407 1.01% $4.48M
West Japan Railway Company 292,300 498,000 205,700 0.95% $3.04M
STORA ENSO OYJ-R 168,811 750,184 581,373 0.88% $6.41M
CHINA COMM SER-H 11,087,000 14,743,000 3,656,000 0.86% $1.38M
KT CORP-SP ADR DEPOSITARY RECEIPT 276,770 319,616 42,846 0.72% $1.06M
TELEPERFORMANCE SE 88,900 95,075 6,175 0.68% $696.82K
SIBANYE STILLWAT 1,177,735 1,902,814 725,079 0.60% $562.63K
BIDU-SW 99,450 318,250 218,800 0.53% $3.12M
KOREAN AIR LINES 178,619 266,179 87,560 0.47% $1.58M
MEITUAN-W 268,800 396,200 127,400 0.45% $939.75K
SJM HOLDINGS LTD 9,092,000 15,691,000 6,599,000 0.44% $1.35M
TOKYO METRO CO L 155,000 371,900 216,900 0.40% $2.09M
GUANGSHEN RAIL-H 11,328,000 11,364,000 36,000 0.37% $278.74K
INDOFOOD SUKSES 1,743,900 8,256,800 6,512,900 0.34% $2.51M
TREASURY WINE ES 88,441 924,006 835,565 0.31% $2.57M
CMPC 204,180 2,240,114 2,035,934 0.29% $2.47M
First Pacific Company Ltd. 2,392,000 3,578,000 1,186,000 0.27% $638.87K
CHINA GAS HOLDINGS LTD COMMON STOCK 1,651,200 2,585,200 934,000 0.25% $762.43K
Security Shares Jan 2026 Shares Apr 2026 Δ shares End % Δ value
Glencore PLC ORD USD0.01 3,512,452 3,436,015 -76,437 2.82% $2.76M
K+S AG-REG 1,565,743 1,398,096 -167,647 2.76% $502.37K
PALADIN ENERGY L 1,579,905 1,566,316 -13,589 1.41% -$1.46M
NAC Kazatomprom JSC 194,740 141,813 -52,927 1.32% -$3.37M
CENOVUS ENERGY INC 654,718 416,227 -238,491 1.29% -$742.65K
VALE SA 833,100 733,300 -99,800 1.27% -$1.27M
BHP GROUP LTD 262,773 252,511 -10,262 1.06% $943.67K
CARREFOUR SA 573,117 467,438 -105,679 0.98% -$68.41K
PETROBRAS-PREF 1,926,200 928,200 -998,000 0.98% -$4.53M
INPEX CORP 419,000 296,900 -122,100 0.82% -$1.65M
DL E&C CO LTD 197,312 103,646 -93,666 0.74% $928.89K
CGN POWER-H 13,424,000 13,087,000 -337,000 0.62% $233.56K
AXIA ENERGIA 440,460 395,660 -44,800 0.52% $424.58K
SAUDI ARABIAN OI 742,831 625,393 -117,438 0.49% -$467.71K
HALYK SAVINGS BANK OF KAZAKHSTAN OJSC GDR 143,372 129,785 -13,587 0.47% -$158.42K
ELECTRIC POWER D 177,900 124,300 -53,600 0.32% -$736.30K
LOTTE CHEMICAL C 68,788 36,652 -32,136 0.30% -$1.13M
Schroders PLC ORD GBP0.20 1,184,140 269,267 -914,873 0.22% -$5.21M
MAN GROUP PLC/JE 663,343 588,791 -74,552 0.21% -$359.78K
ROYAL GOLD INC 18,459 7,654 -10,805 0.19% -$3.07M
AMUNDI SA 43,518 15,988 -27,530 0.16% -$2.32M
Security Shares Jan 2026 Shares Apr 2026 Δ shares End % Δ value
GOLDEN AGRI-RESO 73,589,700 73,589,700 0 1.94% $1.64M
YELLOW CAKE PLC/LONDON 1,604,218 1,604,218 0 1.40% -$1.72M
CK HUTCHISON HOLDINGS LTD COMMON STOCK HKD1.0 1,518,000 1,518,000 0 1.34% $435.49K
SBERBANK 8,292,394 8,292,394 0 1.12% $612.80K
POLYUS PJSC-REG S-GDR REG S 0.00000000 249,258 249,258 0 1.11% -$2.35M
Sprott Physical Uranium Trust 495,095 495,095 0 1.10% -$818.41K
NOVAGOLD RESOURCES INC COMMON STOCK 1,195,579 1,195,579 0 1.02% -$801.04K
KT Corporation 212,507 212,507 0 0.92% $347.52K
BANGKOK BANK-F 1,589,600 1,589,600 0 0.84% -$43.17K
Vodafone Group Public Limited Company 4,878,643 4,878,643 0 0.82% $577.75K
GS HOLDINGS 130,609 130,609 0 0.77% $1.03M
MHP SE 709,038 709,038 0 0.76% $1.02M
GAZPROM NEFT PJSC COMMON STOCK 2,817,940 2,817,940 0 0.61% $171.05K
GAZPROM 8,122,810 8,122,810 0 0.42% -$161.17K
KAMIGUMI CO LTD 118,300 118,300 0 0.41% -$230.14K
MOSCOW EXCHANGE 5,746,159 5,746,159 0 0.41% -$274.06K
KASIKORNBANK-FOR 473,900 473,900 0 0.30% -$10.02K
LENTA INTERNATIONAL CO PJSC 1,271,467 1,271,467 0 0.21% -$123.71K
RUSHYDRO 991,278,397 991,278,397 0 0.16% -$89.32K
AXIA ENERGIA-PR 115,770 115,770 0 0.15% $217.97K
LSR 510,671 510,671 0 0.14% -$114.09K
PAX GLOBAL TECHN 2,147,000 2,147,000 0 0.11% -$285.87K
UNITED TRACTORS 625,100 625,100 0 0.11% $75.24K
BANK EAST ASIA 543,400 543,400 0 0.10% -$87.07K
VTB BANK 2,329,481 2,329,481 0 0.09% $137.49K
FGC ROSSETI 3,021,385,233 3,021,385,233 0 0.08% -$100.23K

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