Position in NAK
as of Dec 31, 2025
· filed Feb 17, 2026
Position Value
$5,024,477
+$4,030,277 QoQ
Shares Held
2,550,496
+207.8% QoQ
Ownership
0.455%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
6 quarters on record
Voting authority
Sole 95.93412418604068.ToString("F0")%
Shared 0.ToString("F0")%
None 4.065875813959324.ToString("F0")%
Common Shares in NAK Over Time
Shares Held
Position Value (USD)
Position in Other Industrial Metals & Mining
Basic Materials · as of Dec 31, 2025TWO SIGMA ADVISERS, LP holds $66,644,920 across 14 Other Industrial Metals & Mining names. NAK ranks #3 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VALE |
Vale S.A.
|
2,461,400 | $32,072,042 | |
| 2 | MP |
MP Materials Corp. / DE
|
378,300 | $19,111,716 | |
| 3 | NAK |
Northern Dynasty Minerals Ltd
This page
|
2,550,496 | $5,024,477 | |
| 4 | LAC |
Lithium Americas Corp.
|
576,804 | $2,514,865 | |
| 5 | NEXA |
Nexa Resources S.A.
|
272,900 | $2,415,165 | |
| 6 | UAMY |
United States Antimony Corp
|
302,300 | $1,517,546 | |
| 7 | VZLA |
Vizsla Silver Corp.
|
228,300 | $1,248,801 | |
| 8 | USAS |
Americas Gold & Silver Corp
|
165,095 | $843,635 |
All Filings in NAK
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $5,024,477 | 2,550,496 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $994,200 | 828,500 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $63,595 | 55,300 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $81,722 | 140,900 | Shares | Sole | 2025-02-14 | |
| 2020-12-31 | $192,512 | 601,600 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $295,274 | 301,300 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||