Ground Swell Capital’s Northern Dynasty Minerals NAK Stock Holding History

Ground Swell Capital’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	$38.6K	Buy	+20,100	New	+$40.3K	0.04%	86
2024 Q2	–	Sell	-13,067	Closed	-$4.16K	–	204
2024 Q1	$4.16K	Buy	+13,067	New	+$3.6K	﹤0.01%	69
2023 Q4	–	Sell	-56,672	Closed	-$18.4K	–	100
2023 Q3	$18.4K	Buy	+56,672	New	+$16K	0.03%	63
2021 Q1	–	Sell	-14,338	Closed	-$5K	–	123
2020 Q4	$5K	Buy	+14,338	New	+$10.4K	0.02%	63

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 40.89% 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

Ground Swell Capital's NAK Position: Q2 2026 in Review

Ground Swell Capital opened a new position in Northern Dynasty Minerals (NAK) in Q2 2026: 20,100 shares worth $38.6K. The stake represents 0.04% of the portfolio and ranks #86 among its holdings. This is a return to the name: Ground Swell Capital previously reported a position in NAK as recently as Q1 2024.

Ground Swell Capital first reported a position in NAK in Q4 2020 and has held it in 4 quarters since. 205 funds tracked by Wall St. Rank hold NAK as of Q2 2026.

Ground Swell Capital held 20,100 shares of Northern Dynasty Minerals worth $38.6K as of Q2 2026.
Northern Dynasty Minerals was a new Ground Swell Capital position in Q2 2026.
Northern Dynasty Minerals made up 0.04% of Ground Swell Capital's portfolio in Q2 2026, its #86 holding.
Ground Swell Capital first reported a position in Northern Dynasty Minerals in Q4 2020 and has held it in 4 quarters since.
205 funds tracked by Wall St. Rank held Northern Dynasty Minerals as of Q2 2026.

Based on Ground Swell Capital's 13F filing for Q2 2026, filed 5 Aug 2026.