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 Q1	$119K	Buy	84,700 +200	+0.2%	+$348	﹤0.01%	10541
2025 Q4	$166K	Sell	84,500 -26,600	-24%	-$51.3K	﹤0.01%	9864
2025 Q3	$133K	Buy	111,100 +40,800	+58%	+$43.8K	﹤0.01%	9960
2025 Q2	$94.2K	Buy	70,300 +60,000	+583%	+$67K	﹤0.01%	8975
2025 Q1	$11.8K	Buy	+10,300	New	+$7.49K	﹤0.01%	9191
2020 Q4	–	Sell	-66,100	Closed	-$65K	–	7886
2020 Q3	$65K	Buy	+66,100	New	+$90.8K	﹤0.01%	6863

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

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Jane Street's NAK Position: Q1 2026 in Review

Jane Street reduced its Northern Dynasty Minerals (NAK) stake by 31% in Q1 2026, selling an estimated $4.3M and leaving 5,480,999 shares worth $7.67M. The position accounts for ﹤0.01% of the portfolio, ranked #2878.

Jane Street first reported a position in NAK in Q1 2017 and has held it in 18 quarters since. The position peaked at $15.7M in Q4 2025. 192 funds tracked by Wall St. Rank hold NAK as of Q1 2026.

Jane Street held 5,480,999 shares of Northern Dynasty Minerals worth $7.67M as of Q1 2026.
Jane Street sold 2,474,283 Northern Dynasty Minerals shares in Q1 2026, an estimated $4.3M.
Northern Dynasty Minerals made up ﹤0.01% of Jane Street's portfolio in Q1 2026, its #2878 holding.
Jane Street first reported a position in Northern Dynasty Minerals in Q1 2017 and has held it in 18 quarters since.
Jane Street's Northern Dynasty Minerals position peaked at $15.7M in Q4 2025.
192 funds tracked by Wall St. Rank held Northern Dynasty Minerals as of Q1 2026.

Based on Jane Street's 13F filing for Q1 2026, filed 12 May 2026.