LMR Partners’s Northern Dynasty Minerals NAK Stock Holding History

LMR Partners’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
2025 Q4	–	Sell	-900,000	Closed	-$1.74M	–	1663
2025 Q3	$1.08M	Buy	900,000 +400,000	+80%	+$430K	﹤0.01%	902
2025 Q2	$670K	Buy	+500,000	New	+$558K	﹤0.01%	884
2017 Q4	–	Sell	-87,589	Closed	-$157K	–	379
2017 Q3	$157K	Buy	+87,589	New	+$139K	0.02%	283

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

GAM Holding Zurich, Switzerland $1.31B AUM 35.17% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SAM

Stenahm Asset Management Guernsey $140M AUM 20.86% 1-Year Est. Return

LMR Partners's NAK Position: Q4 2025 in Review

LMR Partners sold out of Northern Dynasty Minerals (NAK) in Q4 2025, closing a stake of 900,000 shares — an estimated $1.74M sold.

LMR Partners first reported a position in NAK in Q3 2017 and held it in 3 quarters. The position peaked at $1.08M in Q3 2025. 168 funds tracked by Wall St. Rank hold NAK as of Q4 2025.

LMR Partners reported no remaining Northern Dynasty Minerals position as of Q4 2025 after selling out during the quarter.
LMR Partners sold 900,000 Northern Dynasty Minerals shares in Q4 2025, an estimated $1.74M.
LMR Partners first reported a position in Northern Dynasty Minerals in Q3 2017 and held it in 3 quarters.
LMR Partners's Northern Dynasty Minerals position peaked at $1.08M in Q3 2025.
168 funds tracked by Wall St. Rank held Northern Dynasty Minerals as of Q4 2025.

Based on LMR Partners's 13F filing for Q4 2025, filed 17 Feb 2026.