Two Sigma Advisers’s Northern Dynasty Minerals NAK Stock Holding History

Two Sigma Advisers’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	–	Sell	-2,550,496	Closed	-$5.02M	–	1366
2025 Q4	$5.02M	Buy	2,550,496 +1,721,996	+208%	+$3.32M	0.01%	812
2025 Q3	$994K	Buy	+828,500	New	+$890K	﹤0.01%	1463
2025 Q2	–	Sell	-55,300	Closed	-$63.6K	–	2456
2025 Q1	$63.6K	Sell	55,300 -85,600	-61%	-$62.3K	﹤0.01%	2298
2024 Q4	$81.9K	Buy	+140,900	New	+$62.8K	﹤0.01%	2242
2021 Q1	–	Sell	-601,600	Closed	-$194K	–	2663
2020 Q4	$194K	Buy	601,600 +300,300	+100%	+$217K	﹤0.01%	2182
2020 Q3	$295K	Buy	+301,300	New	+$414K	﹤0.01%	2017
2017 Q2	–	Sell	-19,710	Closed	-$28K	–	2340
2017 Q1	$28K	Buy	+19,710	New	+$40.5K	﹤0.01%	2318

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

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

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

Renaissance Technologies New York $72.6B AUM 54.88% 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

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

SAM

Stenahm Asset Management Guernsey $140M AUM 20.86% 1-Year Est. Return

Two Sigma Advisers's NAK Position: Q1 2026 in Review

Two Sigma Advisers sold out of Northern Dynasty Minerals (NAK) in Q1 2026, closing a stake of 2,550,496 shares — an estimated $5.02M sold.

Two Sigma Advisers first reported a position in NAK in Q1 2017 and held it in 7 quarters. The position peaked at $5.02M in Q4 2025. 194 funds tracked by Wall St. Rank hold NAK as of Q1 2026.

Two Sigma Advisers reported no remaining Northern Dynasty Minerals position as of Q1 2026 after selling out during the quarter.
Two Sigma Advisers sold 2,550,496 Northern Dynasty Minerals shares in Q1 2026, an estimated $5.02M.
Two Sigma Advisers first reported a position in Northern Dynasty Minerals in Q1 2017 and held it in 7 quarters.
Two Sigma Advisers's Northern Dynasty Minerals position peaked at $5.02M in Q4 2025.
194 funds tracked by Wall St. Rank held Northern Dynasty Minerals as of Q1 2026.

Based on Two Sigma Advisers's 13F filing for Q1 2026.