Top 5 Stock Picks of David Iben’s Kopernik Global Investors

Page 5 of 5

1. Cameco Corporation (NYSE:CCJ)

Kopernik Global Investors’ Stake Value: $194.86 million

Percentage of Kopernik Global Investors’ 13F Portfolio: 21.87%

Number of Hedge Fund Holders: 35

With approximately 9 million shares valued at $194.86 million and representing 21.87% of its overall portfolio, Cameco Corporation (NYSE:CCJ) is the largest holding of David Iben’s Kopernik Global Investors in the third quarter of 2021. This holding shows a decrease of 3% over the previous quarter.

Cameco Corporation (NYSE:CCJ) is a mining company based in Saskatoon, Canada, that deals in the provision of Uranium. On November 3, BofA analyst Lawson Winder upgraded Cameco Corporation (NYSE:CCJ) to ‘Buy’ from ‘Neutral’, upping the price target to C$40 from C$36.25. The analyst cited a bullish outlook on uranium prices in 2022, and the rising acceptability of nuclear energy as an alternative to carbon sources as reasons for his upgrade.

You can also take a look at 10 Best Stock Picks and Investments Of Billionaire Chamath Palihapitiya and 11 Best Natural Gas Stocks To Buy Now.

Page 5 of 5