SC
NAK

Scratch Capital’s Northern Dynasty Minerals NAK Stock Holding History

Scratch Capital’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 		$45.4K Hold
32,434
– – 0.03% 42
2025
Q4 		$63.9K Sell
32,434
-20,746
-39% -$40K 0.04% 45
2025
Q3 		$63.8K Hold
53,180
– – 0.04% 60
2025
Q2 		$71.3K Buy
+53,180
New +$59.4K 0.06% 35

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

Scratch Capital's NAK Position: Q1 2026 in Review

Scratch Capital held its Northern Dynasty Minerals (NAK) position steady in Q1 2026 at 32,434 shares worth $45.4K. The position accounts for 0.03% of the portfolio, ranked #42.

Scratch Capital first reported a position in NAK in Q2 2025 and has held it in 4 quarters since. The position peaked at $71.3K in Q2 2025. 192 funds tracked by Wall St. Rank hold NAK as of Q1 2026.

  • Scratch Capital held 32,434 shares of Northern Dynasty Minerals worth $45.4K as of Q1 2026.
  • Scratch Capital left its Northern Dynasty Minerals share count unchanged in Q1 2026.
  • Northern Dynasty Minerals made up 0.03% of Scratch Capital's portfolio in Q1 2026, its #42 holding.
  • Scratch Capital first reported a position in Northern Dynasty Minerals in Q2 2025 and has held it in 4 quarters since.
  • Scratch Capital's Northern Dynasty Minerals position peaked at $71.3K in Q2 2025.
  • 192 funds tracked by Wall St. Rank held Northern Dynasty Minerals as of Q1 2026.

Based on Scratch Capital's 13F filing for Q1 2026, filed 11 May 2026.