TWO SIGMA INVESTMENTS, LP

Position in NAK — Northern Dynasty Minerals Ltd

CIK 1179392 NEW YORK, NY

Position in NAK

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$11,363,400

-$2,329,732 QoQ

Shares Held

5,918,438

-39.5% QoQ

Ownership

1.05%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

of 202 holders

Holding Since

Sep 2020

9 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Basic Materials · as of Jun 30, 2026

TWO SIGMA INVESTMENTS, LP holds $379,741,066 across 29 Other Industrial Metals & Mining names. NAK ranks #8 (3.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VALE	Vale S.A.	13,122,547	$197,363,106
2	RIO	Rio Tinto PLC	438,396	$41,616,932
3	LAC	Lithium Americas Corp.	6,066,871	$23,357,453
4	NEXA	Nexa Resources S.A.	1,902,373	$23,285,045
5	USAS	Americas Gold & Silver Corp	4,372,111	$20,636,363
6	VZLA	Vizsla Silver Corp.	5,219,775	$17,225,257
7	MP	MP Materials Corp. / DE	229,696	$12,865,272
8	NAK	Northern Dynasty Minerals Ltd This page	5,918,438	$11,363,400

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,363,400	5,918,438	-39.5%	Shares	Sole	2026-08-14
2026-03-31	$13,693,132	9,780,809	+54.9%	Shares	Sole	2026-05-15
2025-12-31	$12,442,691	6,316,087	+184.6%	Shares	Sole	2026-02-17
2025-09-30	$2,662,780	2,218,984	+306.7%	Shares	Sole	2025-11-14
2025-06-30	$731,172	545,651	+11.5%	Shares	Sole	2025-08-14
2025-03-31	$562,814	489,404	+30.8%	Shares	Sole	2025-05-15
2024-12-31	$217,030	374,191	-68.4%	Shares	Sole	2025-02-14
2020-12-31	$378,551	1,182,973	+6.2%	Shares	Sole	2021-02-16
2020-09-30	$1,091,387	1,113,661	—	Shares	Sole	2020-11-16
No filing history on record for this holder in this stock.