Nokomis Capital’s Dakota Gold DC Stock Holding History

Nokomis Capital’s Portfolio DC Stock Details DC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$10.1M	Buy	2,005,427 +524,542	+35%	+$3.1M	2.9%	13
2025 Q4	$8.41M	Buy	+1,480,885	New	+$7.11M	1.99%	23

Other funds holding DC

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

ORP

Orion Resource Partners New York $219M AUM 133.06% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

EPAM

Euro Pacific Asset Management Dorado, Puerto Rico $1.01B AUM 79.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

BCM

Bornite Capital Management New York $595M AUM 59.2% 1-Year Est. Return

Nokomis Capital's DC Position: Q1 2026 in Review

Nokomis Capital increased its Dakota Gold (DC) stake by 35% in Q1 2026, buying an estimated $3.1M and bringing the position to 2,005,427 shares worth $10.1M. The position accounts for 2.9% of the portfolio, ranked #13.

Nokomis Capital first reported a position in DC in Q4 2025 and has held it in 2 quarters since. 175 funds tracked by Wall St. Rank hold DC as of Q1 2026.

Nokomis Capital held 2,005,427 shares of Dakota Gold worth $10.1M as of Q1 2026.
Nokomis Capital bought 524,542 Dakota Gold shares in Q1 2026, an estimated $3.1M.
Dakota Gold made up 2.9% of Nokomis Capital's portfolio in Q1 2026, its #13 holding.
Nokomis Capital first reported a position in Dakota Gold in Q4 2025 and has held it in 2 quarters since.
175 funds tracked by Wall St. Rank held Dakota Gold as of Q1 2026.

Based on Nokomis Capital's 13F filing for Q1 2026, filed 15 May 2026.