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Brasada Capital Management’s NovaGold Resources NG Stock Holding History

Brasada Capital Management’s Portfolio NG Stock Details NG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$726K Hold
80,000
– – 0.13% 101
2025
Q4 		$736K Hold
80,000
– – 0.12% 106
2025
Q3 		$772K Buy
+80,000
New +$489K 0.13% 106

Other funds holding NG

EG
Electrum Group New York $1.08B AUM
LIM
Lingotto Investment Management London, United Kingdom $5.06B AUM 91.14% 1-Year Est. Return
PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Brasada Capital Management's NG Position: Q1 2026 in Review

Brasada Capital Management held its NovaGold Resources (NG) position steady in Q1 2026 at 80,000 shares worth $726K. The position accounts for 0.13% of the portfolio, ranked #101.

Brasada Capital Management first reported a position in NG in Q3 2025 and has held it in 3 quarters since. The position peaked at $772K in Q3 2025. 259 funds tracked by Wall St. Rank hold NG as of Q1 2026.

  • Brasada Capital Management held 80,000 shares of NovaGold Resources worth $726K as of Q1 2026.
  • Brasada Capital Management left its NovaGold Resources share count unchanged in Q1 2026.
  • NovaGold Resources made up 0.13% of Brasada Capital Management's portfolio in Q1 2026, its #101 holding.
  • Brasada Capital Management first reported a position in NovaGold Resources in Q3 2025 and has held it in 3 quarters since.
  • Brasada Capital Management's NovaGold Resources position peaked at $772K in Q3 2025.
  • 259 funds tracked by Wall St. Rank held NovaGold Resources as of Q1 2026.

Based on Brasada Capital Management's 13F filing for Q1 2026, filed 15 May 2026.