Group One Trading’s Northern Dynasty Minerals NAK Stock Holding History

Group One Trading’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 Q1	$552K	Sell	394,300 -225,000	-36%	-$391K	﹤0.01%	3249
2025 Q4	$1.22M	Sell	619,300 -226,000	-27%	-$436K	﹤0.01%	2720
2025 Q3	$1.01M	Buy	845,300 +219,300	+35%	+$236K	﹤0.01%	3018
2025 Q2	$839K	Buy	626,000 +414,800	+196%	+$463K	﹤0.01%	2928
2025 Q1	$243K	Buy	211,200 +162,000	+329%	+$118K	﹤0.01%	3811
2024 Q4	$28.6K	Buy	49,200 +15,700	+47%	+$7K	﹤0.01%	5467
2024 Q3	$11.1K	Sell	33,500 -1,000	-3%	-$351	﹤0.01%	5549
2024 Q2	$10.7K	Sell	34,500 -2,300	-6%	-$691	﹤0.01%	5613
2024 Q1	$11.7K	Sell	36,800 -1,300	-3%	-$358	﹤0.01%	5784
2023 Q4	$12.3K	Buy	38,100 +24,800	+186%	+$8.24K	﹤0.01%	6075
2023 Q3	$4.33K	Sell	13,300 -200	-1%	-$57	﹤0.01%	6769
2023 Q2	$3.24K	Hold	13,500	–	–	﹤0.01%	6907
2023 Q1	$3.22K	Sell	13,500 -58,900	-81%	-$13.6K	﹤0.01%	6469
2022 Q4	$16K	Sell	72,400 -179,800	-71%	-$43.5K	﹤0.01%	5745
2022 Q3	$62K	Sell	252,200 -94,400	-27%	-$26.8K	﹤0.01%	5222
2022 Q2	$90K	Buy	346,600 +1,000	+0.3%	+$327	﹤0.01%	5081
2022 Q1	$143K	Sell	345,600 -135,000	-28%	-$47.8K	﹤0.01%	5141
2021 Q4	$157K	Sell	480,600 -266,100	-36%	-$106K	﹤0.01%	5328
2021 Q3	$343K	Buy	746,700 +538,600	+259%	+$237K	﹤0.01%	4601
2021 Q2	$102K	Sell	208,100 -246,600	-54%	-$139K	﹤0.01%	5931
2021 Q1	$288K	Buy	454,700 +245,500	+117%	+$160K	﹤0.01%	4622
2020 Q4	$67K	Sell	209,200 -175,700	-46%	-$127K	﹤0.01%	4822
2020 Q3	$377K	Buy	384,900 +248,400	+182%	+$341K	﹤0.01%	3097
2020 Q2	$195K	Buy	136,500 +110,200	+419%	+$102K	﹤0.01%	3396
2020 Q1	$10K	Sell	26,300 -127,700	-83%	-$60.1K	﹤0.01%	4569
2019 Q4	$66K	Buy	154,000 +39,100	+34%	+$20.4K	﹤0.01%	3876
2019 Q3	$68K	Buy	114,900 +28,000	+32%	+$18K	﹤0.01%	3815
2019 Q2	$52K	Sell	86,900 -501,400	-85%	-$260K	﹤0.01%	3751
2019 Q1	$354K	Buy	588,300 +554,500	+1,641%	+$433K	﹤0.01%	2230
2018 Q4	$19K	Sell	33,800 -300	-0.9%	-$180	﹤0.01%	4041
2018 Q3	$19K	Sell	34,100 -100	-0.3%	-$54	﹤0.01%	4403
2018 Q2	$19K	Sell	34,200 -260,400	-88%	-$188K	﹤0.01%	4386
2018 Q1	$267K	Sell	294,600 -427,600	-59%	-$513K	﹤0.01%	2563
2017 Q4	$1.28M	Sell	722,200 -241,100	-25%	-$477K	0.01%	1523
2017 Q3	$1.73M	Sell	963,300 -175,500	-15%	-$278K	0.02%	1155
2017 Q2	$1.58M	Buy	1,138,800 +542,300	+91%	+$869K	0.02%	1111
2017 Q1	$853K	Buy	596,500 +498,200	+507%	+$1.02M	0.01%	1452
2016 Q4	$203K	Buy	98,300 +69,600	+243%	+$80.9K	﹤0.01%	2414
2016 Q3	$20K	Buy	+28,700	New	+$19.4K	﹤0.01%	3776
2015 Q1	–	Sell	-76,600	Closed	-$31K	–	5035
2014 Q4	$31K	Sell	76,600 -2,300	-3%	-$946	﹤0.01%	3704
2014 Q3	$43K	Buy	78,900 +73,900	+1,478%	+$54.1K	﹤0.01%	3625
2014 Q2	$4K	Sell	5,000 -3,800	-43%	-$2.99K	﹤0.01%	4843
2014 Q1	$9K	Sell	8,800 -3,500	-28%	-$4.35K	﹤0.01%	4631
2013 Q4	$16K	Sell	12,300 -6,100	-33%	-$8.1K	﹤0.01%	4371
2013 Q3	$27K	Buy	18,400 +15,600	+557%	+$32.4K	﹤0.01%	3980
2013 Q2	$6K	Buy	+2,800	New	+$6.94K	﹤0.01%	4629

Other funds holding NAK

KGI

Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

SAM

Stenahm Asset Management Guernsey $206M AUM 42.47% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Group One Trading's NAK Position: Q1 2026 in Review

Group One Trading reduced its Northern Dynasty Minerals (NAK) stake by 39% in Q1 2026, selling an estimated $467K and leaving 421,859 shares worth $591K. The position accounts for ﹤0.01% of the portfolio, ranked #3193.

Group One Trading first reported a position in NAK in Q2 2013 and has held it in 50 quarters since. The position peaked at $1.36M in Q4 2025. 192 funds tracked by Wall St. Rank hold NAK as of Q1 2026.

Group One Trading held 421,859 shares of Northern Dynasty Minerals worth $591K as of Q1 2026.
Group One Trading sold 268,331 Northern Dynasty Minerals shares in Q1 2026, an estimated $467K.
Northern Dynasty Minerals made up ﹤0.01% of Group One Trading's portfolio in Q1 2026, its #3193 holding.
Group One Trading first reported a position in Northern Dynasty Minerals in Q2 2013 and has held it in 50 quarters since.
Group One Trading's Northern Dynasty Minerals position peaked at $1.36M in Q4 2025.
192 funds tracked by Wall St. Rank held Northern Dynasty Minerals as of Q1 2026.

Based on Group One Trading's 13F filing for Q1 2026, filed 13 May 2026.