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John Overdeck’s NovaGold Resources NG Stock Holding History

John Overdeck’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
2026
Q2 		$514K Sell
86,149
-30,330
-26% -$252K ﹤0.01% 4139
2026
Q1 		$1.05M Sell
116,479
-13,893
-11% -$143K ﹤0.01% 3241
2025
Q4 		$1.22M Sell
130,372
-31,187
-19% -$289K ﹤0.01% 2793
2025
Q3 		$1.42M Sell
161,559
-22,313
-12% -$136K ﹤0.01% 2352
2025
Q2 		$752K Buy
183,872
+15,058
+9% +$56.4K ﹤0.01% 2395
2025
Q1 		$493K Sell
168,814
-148,215
-47% -$477K ﹤0.01% 2528
2024
Q4 		$1.06M Buy
317,029
+135,705
+75% +$480K ﹤0.01% 2143
2024
Q3 		$743K Buy
181,324
+12,254
+7% +$52K ﹤0.01% 2277
2024
Q2 		$585K Sell
169,070
-1,094,314
-87% -$3.63M ﹤0.01% 2292
2024
Q1 		$3.79M Buy
+1,263,384
New +$3.56M 0.01% 1118
2023
Q1 		– Sell
-47,677
Closed -$285K – 3122
2022
Q4 		$285K Sell
47,677
-441,859
-90% -$2.35M ﹤0.01% 2266
2022
Q3 		$2.3M Buy
489,536
+207,702
+74% +$962K 0.01% 1091
2022
Q2 		$1.36M Buy
281,834
+176,338
+167% +$1.1M ﹤0.01% 1397
2022
Q1 		$815K Buy
105,496
+24,679
+31% +$174K ﹤0.01% 1802
2021
Q4 		$554K Buy
+80,817
New +$590K ﹤0.01% 3149
2019
Q1 		– Sell
-196,116
Closed -$779K – 3333
2018
Q4 		$779K Buy
+196,116
New +$774K ﹤0.01% 1814
2014
Q3 		– Sell
-65,564
Closed -$276K – 1951
2014
Q2 		$276K Buy
65,564
+50,281
+329% +$178K ﹤0.01% 1870
2014
Q1 		$55K Buy
+15,283
New +$52.1K ﹤0.01% 1917

Other funds holding NG

EG
Electrum Group New York $3.39B AUM
LIM
Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return
PC
Paulson & Co New York $2.58B AUM 68.51% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

John Overdeck's NG Position: Q2 2026 in Review

John Overdeck reduced its NovaGold Resources (NG) stake by 26% in Q2 2026, selling an estimated $252K and leaving 86,149 shares worth $514K. The position accounts for ﹤0.01% of the portfolio, ranked #4139.

John Overdeck first reported a position in NG in Q1 2014 and has held it in 18 quarters since. The position peaked at $3.79M in Q1 2024. 245 funds tracked by Wall St. Rank hold NG as of Q2 2026.

  • John Overdeck held 86,149 shares of NovaGold Resources worth $514K as of Q2 2026.
  • John Overdeck sold 30,330 NovaGold Resources shares in Q2 2026, an estimated $252K.
  • NovaGold Resources made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #4139 holding.
  • John Overdeck first reported a position in NovaGold Resources in Q1 2014 and has held it in 18 quarters since.
  • John Overdeck's NovaGold Resources position peaked at $3.79M in Q1 2024.
  • 245 funds tracked by Wall St. Rank held NovaGold Resources as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.