Cadinha & Co’s Northern Dynasty Minerals NAK Stock Holding History

Cadinha & Co’s Portfolio NAK Stock Details NAK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$192K	Hold	100,000	–	–	0.03%	107
2026 Q1	$140K	Buy	+100,000	New	+$174K	0.03%	103
2025 Q4	–	Sell	-202,384	Closed	-$243K	–	110
2025 Q3	$243K	Hold	202,384	–	–	0.03%	94
2025 Q2	$271K	Hold	202,384	–	–	0.05%	88
2025 Q1	$233K	Sell	202,384 -1,197,616	-86%	-$871K	0.05%	92
2024 Q4	$814K	Hold	1,400,000	–	–	0.14%	57
2024 Q3	$464K	Buy	1,400,000 +400,000	+40%	+$140K	0.08%	65
2024 Q2	$311K	Hold	1,000,000	–	–	0.06%	77
2024 Q1	$318K	Hold	1,000,000	–	–	0.05%	77
2023 Q4	$323K	Hold	1,000,000	–	–	0.05%	82
2023 Q3	$325K	Buy	1,000,000 +500,000	+100%	+$142K	0.07%	73
2023 Q2	$120K	Hold	500,000	–	–	0.02%	94
2023 Q1	$119K	Hold	500,000	–	–	0.03%	92
2022 Q4	$110K	Hold	500,000	–	–	0.02%	99
2022 Q3	$122K	Hold	500,000	–	–	0.04%	92
2022 Q2	$130K	Buy	500,000 +100,000	+25%	+$32.7K	0.03%	96
2022 Q1	$166K	Buy	+400,000	New	+$142K	0.02%	107
2020 Q3	–	Sell	-1,010,000	Closed	-$1.44M	–	108
2020 Q2	$1.44M	Sell	1,010,000 -45,000	-4%	-$41.6K	0.25%	47
2020 Q1	$406K	Hold	1,055,000	–	–	0.11%	62
2019 Q4	$452K	Buy	1,055,000 +150,000	+17%	+$78.4K	0.06%	86
2019 Q3	$532K	Buy	905,000 +755,000	+503%	+$485K	0.09%	76
2019 Q2	$90K	Hold	150,000	–	–	0.02%	111
2019 Q1	$90K	Buy	+150,000	New	+$117K	0.02%	106
2015 Q3	–	Sell	-14,000	Closed	-$5K	–	109
2015 Q2	$5K	Hold	14,000	–	–	﹤0.01%	112
2015 Q1	$5K	Buy	14,000 +3,000	+27%	+$1.36K	﹤0.01%	106
2014 Q4	$4K	Buy	+11,000	New	+$4.52K	﹤0.01%	110

Other funds holding NAK

KGI

Kopernik Global Investors Tampa, Florida $1.63B AUM 27.98% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Cadinha & Co's NAK Position: Q2 2026 in Review

Cadinha & Co held its Northern Dynasty Minerals (NAK) position steady in Q2 2026 at 100,000 shares worth $192K. The position accounts for 0.03% of the portfolio, ranked #107.

Cadinha & Co first reported a position in NAK in Q4 2014 and has held it in 26 quarters since. The position peaked at $1.44M in Q2 2020. 205 funds tracked by Wall St. Rank hold NAK as of Q2 2026.

Cadinha & Co held 100,000 shares of Northern Dynasty Minerals worth $192K as of Q2 2026.
Cadinha & Co left its Northern Dynasty Minerals share count unchanged in Q2 2026.
Northern Dynasty Minerals made up 0.03% of Cadinha & Co's portfolio in Q2 2026, its #107 holding.
Cadinha & Co first reported a position in Northern Dynasty Minerals in Q4 2014 and has held it in 26 quarters since.
Cadinha & Co's Northern Dynasty Minerals position peaked at $1.44M in Q2 2020.
205 funds tracked by Wall St. Rank held Northern Dynasty Minerals as of Q2 2026.

Based on Cadinha & Co's 13F filing for Q2 2026, filed 28 Jul 2026.