Ownership history in CWM, LLC Β· 5 quarters on record
This page tracks every 13F SEC filing in which CWM, LLC reported a position in NORTHERN DYNASTY MINERALS LT (NAK). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π CWM, LLC underperformed the S&P 500 by β152.3% annually on this NAK position. Average cost basis: $0.92. Maximum drawdown during holding period: β59.4%.
β Significantly underperformed the S&P 500 by 152.3% ann.
4 quarters analyzed
Best entry: $0.58 (2024 Q4) Β· Worst: $1.43 (2017 Q1)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
2 adds Β· 0 trims. Bought during 1 of 2 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size