Smith Anglin Financial’s Northern Dynasty Minerals NAK Stock Holding History

Smith Anglin Financial’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 Q2	$181K	Buy	135,000 +10,000	+8%	+$11.2K	0.02%	200
2025 Q1	$144K	Hold	125,000	–	–	0.02%	205
2024 Q4	$72.7K	Buy	125,000 +20,000	+19%	+$8.92K	0.01%	208
2024 Q3	$34.8K	Buy	105,000 +40,000	+62%	+$14K	﹤0.01%	204
2024 Q2	$20.2K	Hold	65,000	–	–	﹤0.01%	194
2024 Q1	$20.7K	Hold	65,000	–	–	﹤0.01%	199
2023 Q4	$21K	Hold	65,000	–	–	﹤0.01%	183
2023 Q3	$21.1K	Hold	65,000	–	–	﹤0.01%	174
2023 Q2	$15.6K	Hold	65,000	–	–	﹤0.01%	170
2023 Q1	$15.5K	Hold	65,000	–	–	﹤0.01%	167
2022 Q4	$14.4K	Buy	65,000 +25,000	+63%	+$6.04K	﹤0.01%	154
2022 Q3	$10K	Buy	40,000 +10,000	+33%	+$2.84K	﹤0.01%	140
2022 Q2	$8K	Hold	30,000	–	–	﹤0.01%	130
2022 Q1	$12K	Hold	30,000	–	–	﹤0.01%	136
2021 Q4	$10K	Buy	+30,000	New	+$12K	﹤0.01%	145

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

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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Smith Anglin Financial's NAK Position: Q2 2025 in Review

Smith Anglin Financial increased its Northern Dynasty Minerals (NAK) stake by 8% in Q2 2025, buying an estimated $11.2K and bringing the position to 135,000 shares worth $181K. The position accounts for 0.02% of the portfolio, ranked #200.

Smith Anglin Financial first reported a position in NAK in Q4 2021 and has held it in 15 quarters since. 151 funds tracked by Wall St. Rank hold NAK as of Q2 2025.

Smith Anglin Financial held 135,000 shares of Northern Dynasty Minerals worth $181K as of Q2 2025.
Smith Anglin Financial bought 10,000 Northern Dynasty Minerals shares in Q2 2025, an estimated $11.2K.
Northern Dynasty Minerals made up 0.02% of Smith Anglin Financial's portfolio in Q2 2025, its #200 holding.
Smith Anglin Financial first reported a position in Northern Dynasty Minerals in Q4 2021 and has held it in 15 quarters since.
151 funds tracked by Wall St. Rank held Northern Dynasty Minerals as of Q2 2025.

Based on Smith Anglin Financial's 13F filing for Q2 2025, filed 17 Jul 2025.