True North Advisors’s Northern Dynasty Minerals NAK Stock Holding History

True North Advisors’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 Q2	$43.7K	Buy	+22,750	New	+$45.6K	﹤0.01%	291
2026 Q1	–	Sell	-22,750	Closed	-$44.8K	–	269
2025 Q4	$44.8K	Sell	22,750 -10,000	-31%	-$19.3K	0.01%	250
2025 Q3	$39.3K	Sell	32,750 -20,000	-38%	-$21.5K	0.01%	214
2025 Q2	$70.7K	Hold	52,750	–	–	0.01%	221
2025 Q1	$60.7K	Sell	52,750 -27,750	-34%	-$20.2K	0.01%	243
2024 Q4	$46.8K	Hold	80,500	–	–	0.01%	185
2024 Q3	$26.7K	Hold	80,500	–	–	0.01%	185
2024 Q2	$25K	Buy	+80,500	New	+$24.2K	0.01%	197
2024 Q1	–	Sell	-81,500	Closed	-$26.3K	–	208
2023 Q4	$26.3K	Hold	81,500	–	–	0.01%	188
2023 Q3	$26.5K	Hold	81,500	–	–	0.01%	192
2023 Q2	$19.6K	Hold	81,500	–	–	0.01%	204
2023 Q1	$19.5K	Buy	81,500 +500	+0.6%	+$115	0.01%	196
2022 Q4	$17.9K	Buy	81,000 +10,500	+15%	+$2.54K	0.01%	171
2022 Q3	$17K	Buy	70,500 +30,000	+74%	+$8.53K	0.01%	185
2022 Q2	$10K	Buy	+40,500	New	+$13.3K	﹤0.01%	196

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

True North Advisors's NAK Position: Q2 2026 in Review

True North Advisors opened a new position in Northern Dynasty Minerals (NAK) in Q2 2026: 22,750 shares worth $43.7K. The stake represents ﹤0.01% of the portfolio and ranks #291 among its holdings. This is a return to the name: True North Advisors previously reported a position in NAK as recently as Q4 2025.

True North Advisors first reported a position in NAK in Q2 2022 and has held it in 15 quarters since. The position peaked at $70.7K in Q2 2025. 205 funds tracked by Wall St. Rank hold NAK as of Q2 2026.

True North Advisors held 22,750 shares of Northern Dynasty Minerals worth $43.7K as of Q2 2026.
Northern Dynasty Minerals was a new True North Advisors position in Q2 2026.
Northern Dynasty Minerals made up ﹤0.01% of True North Advisors's portfolio in Q2 2026, its #291 holding.
True North Advisors first reported a position in Northern Dynasty Minerals in Q2 2022 and has held it in 15 quarters since.
True North Advisors's Northern Dynasty Minerals position peaked at $70.7K in Q2 2025.
205 funds tracked by Wall St. Rank held Northern Dynasty Minerals as of Q2 2026.

Based on True North Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.