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	$373K	Buy	194,400 +62,300	+47%	+$125K	﹤0.01%	8694
2026 Q1	$185K	Sell	132,100 -410,600	-76%	-$714K	﹤0.01%	10225
2025 Q4	$1.07M	Sell	542,700 -248,000	-31%	-$479K	﹤0.01%	5985
2025 Q3	$949K	Buy	790,700 +518,300	+190%	+$557K	﹤0.01%	6411
2025 Q2	$365K	Buy	272,400 +108,600	+66%	+$121K	﹤0.01%	7494
2025 Q1	$188K	Buy	+163,800	New	+$119K	﹤0.01%	8497
2021 Q1	–	Sell	-15,300	Closed	-$5K	–	9419
2020 Q4	$5K	Sell	15,300 -27,700	-64%	-$20K	﹤0.01%	7393
2020 Q3	$42K	Buy	+43,000	New	+$59.1K	﹤0.01%	6942

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

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. 204 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.
204 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.