JNE Partners’s NovaGold Resources NG Stock Holding History

JNE Partners’s Portfolio NG Stock Details NG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,307,396	Closed	-$5.35M	–	9
2025 Q2	$5.35M	Hold	1,307,396	–	–	2.15%	6
2025 Q1	$3.82M	Hold	1,307,396	–	–	1.99%	5
2024 Q4	$4.35M	Hold	1,307,396	–	–	2.59%	4
2024 Q3	$5.36M	Hold	1,307,396	–	–	6.23%	3
2024 Q2	$5.16M	Hold	1,307,396	–	–	7.86%	3
2024 Q1	$3.92M	Hold	1,307,396	–	–	5.69%	3
2023 Q4	$4.89M	Hold	1,307,396	–	–	5.62%	4
2023 Q3	$5.02M	Hold	1,307,396	–	–	5.87%	4
2023 Q2	$5.22M	Hold	1,307,396	–	–	9.07%	4
2023 Q1	$8.13M	Sell	1,307,396 -647,651	-33%	-$3.94M	6.15%	5
2022 Q4	$11.7M	Hold	1,955,047	–	–	8.09%	5
2022 Q3	$9.17M	Hold	1,955,047	–	–	5.31%	7
2022 Q2	$9.4M	Hold	1,955,047	–	–	6.14%	7
2022 Q1	$15.1M	Hold	1,955,047	–	–	7.15%	5
2021 Q4	$13.4M	Hold	1,955,047	–	–	8.79%	6
2021 Q3	$13.5M	Hold	1,955,047	–	–	7.58%	7
2021 Q2	$15.7M	Hold	1,955,047	–	–	11.49%	3
2021 Q1	$17.1M	Hold	1,955,047	–	–	10.79%	4
2020 Q4	$18.9M	Sell	1,955,047 -180,472	-8%	-$1.91M	23.19%	2
2020 Q3	$25.4M	Sell	2,135,519 -894,710	-30%	-$8.73M	22.16%	2
2020 Q2	$27.8M	Hold	3,030,229	–	–	34.95%	1
2020 Q1	$22.4M	Sell	3,030,229 -1,203,900	-28%	-$10.3M	23.25%	4
2019 Q4	$37.9M	Buy	+4,234,129	New	+$29.3M	24.48%	2

Other funds holding NG

LIM

Lingotto Investment Management London, United Kingdom $5.06B AUM 91.14% 1-Year Est. Return

Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KGI

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

JNE Partners's NG Position: Q3 2025 in Review

JNE Partners sold out of NovaGold Resources (NG) in Q3 2025, closing a stake of 1,307,396 shares — an estimated $5.35M sold.

JNE Partners first reported a position in NG in Q4 2019 and held it in 23 quarters. The position peaked at $37.9M in Q4 2019. 200 funds tracked by Wall St. Rank hold NG as of Q3 2025.

JNE Partners reported no remaining NovaGold Resources position as of Q3 2025 after selling out during the quarter.
JNE Partners sold 1,307,396 NovaGold Resources shares in Q3 2025, an estimated $5.35M.
JNE Partners first reported a position in NovaGold Resources in Q4 2019 and held it in 23 quarters.
JNE Partners's NovaGold Resources position peaked at $37.9M in Q4 2019.
200 funds tracked by Wall St. Rank held NovaGold Resources as of Q3 2025.

Based on JNE Partners's 13F filing for Q3 2025, filed 14 Nov 2025.