LP
NAK

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
2026
Q1 		– Sell
-2,000,000
Closed -$3.94M – 1741
2025
Q4 		$3.94M Buy
2,000,000
+500,000
+33% +$965K 0.01% 634
2025
Q3 		$1.8M Buy
1,500,000
+500,000
+50% +$537K 0.01% 767
2025
Q2 		$1.34M Buy
+1,000,000
New +$1.12M 0.01% 729

Other funds holding NAK

KGI
Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Commonwealth Equity Services
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
Citadel Advisors Miami, Florida $618B AUM 30.34% 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.