JGP Global Gestao de Recursos’s New Gold Inc NGD Stock Holding History

JGP Global Gestao de Recursos’s Portfolio NGD Stock Details NGD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-9,184,600	Closed	-$80M	–	41
2025 Q4	$80M	Sell	9,184,600 -1,332,100	-13%	-$10M	47.2%	1
2025 Q3	$75.5M	Sell	10,516,700 -71,297	-0.7%	-$386K	43.91%	1
2025 Q2	$52.4M	Sell	10,587,997 -100,000	-0.9%	-$411K	25.65%	2
2025 Q1	$39.7M	Buy	10,687,997 +4,187,997	+64%	+$12.4M	30.32%	2
2024 Q4	$16.1M	Buy	6,500,000 +1,412,003	+28%	+$3.9M	36.69%	1
2024 Q3	$14.7M	Buy	5,087,997 +4,964,470	+4,019%	+$12.3M	28.6%	1
2024 Q2	$241K	Sell	123,527 -3,700,000	-97%	-$7.03M	0.31%	29
2024 Q1	$6.5M	Buy	+3,823,527	New	+$5.22M	4.18%	5
2017 Q4	–	Sell	-2,200,000	Closed	-$8.16M	–	28
2017 Q3	$8.16M	Buy	+2,200,000	New	+$7.6M	8.38%	6

Other funds holding NGD

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

JGP Global Gestao de Recursos's NGD Position: Q1 2026 in Review

JGP Global Gestao de Recursos sold out of New Gold Inc (NGD) in Q1 2026, closing a stake of 9,184,600 shares — an estimated $80M sold.

JGP Global Gestao de Recursos first reported a position in NGD in Q3 2017 and held it in 9 quarters. The position peaked at $80M in Q4 2025. 2 funds tracked by Wall St. Rank hold NGD as of Q1 2026.

JGP Global Gestao de Recursos reported no remaining New Gold Inc position as of Q1 2026 after selling out during the quarter.
JGP Global Gestao de Recursos sold 9,184,600 New Gold Inc shares in Q1 2026, an estimated $80M.
JGP Global Gestao de Recursos first reported a position in New Gold Inc in Q3 2017 and held it in 9 quarters.
JGP Global Gestao de Recursos's New Gold Inc position peaked at $80M in Q4 2025.
2 funds tracked by Wall St. Rank held New Gold Inc as of Q1 2026.

Based on JGP Global Gestao de Recursos's 13F filing for Q1 2026, filed 8 May 2026.