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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
Q2 		$542K Buy
90,800
+10,800
+14% +$89.9K 0.1% 121
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 $3.39B AUM
LIM
Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return
PC
Paulson & Co New York $2.58B AUM 68.51% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Brasada Capital Management's NG Position: Q2 2026 in Review

Brasada Capital Management increased its NovaGold Resources (NG) stake by 14% in Q2 2026, buying an estimated $89.9K and bringing the position to 90,800 shares worth $542K. The position accounts for 0.1% of the portfolio, ranked #121.

Brasada Capital Management first reported a position in NG in Q3 2025 and has held it in 4 quarters since. The position peaked at $772K in Q3 2025. 248 funds tracked by Wall St. Rank hold NG as of Q2 2026.

  • Brasada Capital Management held 90,800 shares of NovaGold Resources worth $542K as of Q2 2026.
  • Brasada Capital Management bought 10,800 NovaGold Resources shares in Q2 2026, an estimated $89.9K.
  • NovaGold Resources made up 0.1% of Brasada Capital Management's portfolio in Q2 2026, its #121 holding.
  • Brasada Capital Management first reported a position in NovaGold Resources in Q3 2025 and has held it in 4 quarters since.
  • Brasada Capital Management's NovaGold Resources position peaked at $772K in Q3 2025.
  • 248 funds tracked by Wall St. Rank held NovaGold Resources as of Q2 2026.

Based on Brasada Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.