Kopernik Global Investors’s Nutrien NTR Stock Holding History

Kopernik Global Investors’s Portfolio NTR Stock Details NTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$107M	Sell	1,423,780 -329,879	-19%	-$23.5M	7.5%	4
2025 Q4	$108M	Buy	1,753,659 +487,059	+38%	+$28.7M	8.64%	4
2025 Q3	$74.4M	Buy	1,266,600 +692,956	+121%	+$40.4M	6.06%	8
2025 Q2	$33.4M	Buy	573,644 +2,163	+0.4%	+$122K	3.67%	9
2025 Q1	$28.4M	Buy	571,481 +490,317	+604%	+$25.1M	2.94%	11
2024 Q4	$3.63M	Buy	+81,164	New	+$3.85M	0.39%	24

Other funds holding NTR

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kopernik Global Investors's NTR Position: Q1 2026 in Review

Kopernik Global Investors reduced its Nutrien (NTR) stake by 19% in Q1 2026, selling an estimated $23.5M and leaving 1,423,780 shares worth $107M. The position accounts for 7.5% of the portfolio, ranked #4.

Kopernik Global Investors first reported a position in NTR in Q4 2024 and has held it in 6 quarters since. The position peaked at $108M in Q4 2025. 747 funds tracked by Wall St. Rank hold NTR as of Q1 2026.

Kopernik Global Investors held 1,423,780 shares of Nutrien worth $107M as of Q1 2026.
Kopernik Global Investors sold 329,879 Nutrien shares in Q1 2026, an estimated $23.5M.
Nutrien made up 7.5% of Kopernik Global Investors's portfolio in Q1 2026, its #4 holding.
Kopernik Global Investors first reported a position in Nutrien in Q4 2024 and has held it in 6 quarters since.
Kopernik Global Investors's Nutrien position peaked at $108M in Q4 2025.
747 funds tracked by Wall St. Rank held Nutrien as of Q1 2026.

Based on Kopernik Global Investors's 13F filing for Q1 2026, filed 13 May 2026.