MCM
NFGC

Moerus Capital Management’s New Found Gold NFGC Stock Holding History

Moerus Capital Management’s Portfolio NFGC Stock Details NFGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,692,643
Closed -$5.01M – 17
2025
Q4 		$5.01M Buy
+1,692,643
New +$4.15M 2.16% 11

Other funds holding NFGC

SI
Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
MI
Merk Investments Menlo Park, California $368M AUM 152.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
GLF
Groupe la Francaise Paris, France $7.29B AUM 37.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Moerus Capital Management's NFGC Position: Q1 2026 in Review

Moerus Capital Management sold out of New Found Gold (NFGC) in Q1 2026, closing a stake of 1,692,643 shares — an estimated $5.01M sold.

Moerus Capital Management first reported a position in NFGC in Q4 2025 and held it in 1 quarter. The position peaked at $5.01M in Q4 2025. 89 funds tracked by Wall St. Rank hold NFGC as of Q1 2026.

  • Moerus Capital Management reported no remaining New Found Gold position as of Q1 2026 after selling out during the quarter.
  • Moerus Capital Management sold 1,692,643 New Found Gold shares in Q1 2026, an estimated $5.01M.
  • Moerus Capital Management first reported a position in New Found Gold in Q4 2025 and held it in 1 quarter.
  • Moerus Capital Management's New Found Gold position peaked at $5.01M in Q4 2025.
  • 89 funds tracked by Wall St. Rank held New Found Gold as of Q1 2026.

Based on Moerus Capital Management's 13F filing for Q1 2026, filed 14 May 2026.