Jane Street’s Northern Dynasty Minerals NAK Stock Holding History

Jane Street’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	$3.96M	Sell	2,064,965 -3,416,034	-62%	-$6.85M	﹤0.01%	4055
2026 Q1	$7.67M	Sell	5,480,999 -2,474,283	-31%	-$4.3M	﹤0.01%	2878
2025 Q4	$15.7M	Buy	7,955,282 +6,186,428	+350%	+$11.9M	﹤0.01%	1829
2025 Q3	$2.12M	Buy	1,768,854 +1,032,656	+140%	+$1.11M	﹤0.01%	4825
2025 Q2	$987K	Sell	736,198 -135,907	-16%	-$152K	﹤0.01%	5648
2025 Q1	$1M	Buy	+872,105	New	+$635K	﹤0.01%	5570
2024 Q4	–	Sell	-10,835	Closed	-$3.59K	–	10156
2024 Q3	$3.59K	Buy	+10,835	New	+$3.8K	﹤0.01%	9418
2024 Q2	–	Sell	-44,031	Closed	-$14K	–	9915
2024 Q1	$14K	Buy	44,031 +29,069	+194%	+$8.01K	﹤0.01%	8939
2023 Q4	$4.84K	Sell	14,962 -7,060	-32%	-$2.35K	﹤0.01%	9019
2023 Q3	$7.16K	Buy	+22,022	New	+$6.23K	﹤0.01%	8417
2023 Q1	–	Sell	-58,063	Closed	-$12.8K	–	9606
2022 Q4	$12.8K	Buy	58,063 +15,963	+38%	+$3.86K	﹤0.01%	8706
2022 Q3	$10K	Buy	42,100 +24,100	+134%	+$6.85K	﹤0.01%	9347
2022 Q2	$5K	Sell	18,000 -74,273	-80%	-$24.3K	﹤0.01%	9419
2022 Q1	$39K	Buy	+92,273	New	+$32.7K	﹤0.01%	9764
2021 Q2	–	Sell	-11,966	Closed	-$8K	–	10191
2021 Q1	$8K	Buy	+11,966	New	+$7.8K	﹤0.01%	9023
2020 Q3	–	Sell	-27,576	Closed	-$37.9K	–	7643
2020 Q2	$39K	Buy	+27,576	New	+$25.5K	﹤0.01%	6897
2018 Q4	–	Sell	-49,216	Closed	-$28K	–	5439
2018 Q3	$28K	Buy	+49,216	New	+$26.6K	﹤0.01%	4960
2017 Q4	–	Sell	-10,500	Closed	-$19K	–	4987
2017 Q3	$19K	Buy	+10,500	New	+$16.6K	﹤0.01%	4358
2017 Q2	–	Sell	-22,271	Closed	-$32K	–	4685
2017 Q1	$32K	Buy	+22,271	New	+$45.7K	﹤0.01%	4027

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

SAM

Stenahm Asset Management Guernsey $140M AUM 20.86% 1-Year Est. Return

Jane Street's NAK Position: Q2 2026 in Review

Jane Street reduced its Northern Dynasty Minerals (NAK) stake by 62% in Q2 2026, selling an estimated $6.85M and leaving 2,064,965 shares worth $3.96M. The position accounts for ﹤0.01% of the portfolio, ranked #4055.

Jane Street first reported a position in NAK in Q1 2017 and has held it in 19 quarters since. The position peaked at $15.7M in Q4 2025. 205 funds tracked by Wall St. Rank hold NAK as of Q2 2026.

Jane Street held 2,064,965 shares of Northern Dynasty Minerals worth $3.96M as of Q2 2026.
Jane Street sold 3,416,034 Northern Dynasty Minerals shares in Q2 2026, an estimated $6.85M.
Northern Dynasty Minerals made up ﹤0.01% of Jane Street's portfolio in Q2 2026, its #4055 holding.
Jane Street first reported a position in Northern Dynasty Minerals in Q1 2017 and has held it in 19 quarters since.
Jane Street's Northern Dynasty Minerals position peaked at $15.7M in Q4 2025.
205 funds tracked by Wall St. Rank held Northern Dynasty Minerals as of Q2 2026.

Based on Jane Street's 13F filing for Q2 2026, filed 14 Aug 2026.