SEC 13F Intelligence

Lingotto Investment Management LLP / NG

Lingotto Investment Management LLP’s Novagold Resources Inc Position

Does Lingotto Investment Management LLP own Novagold Resources Inc (NG)? Yes36.84M shares worth $331M (+6.53% of its 13F portfolio) as of Q1 2026, up from 35.20M shares the prior filed quarter.

Position Value
$331M
Q1 2026
Shares
36.84M
% of Portfolio
+6.53%
Quarters Held
30
currently held

Position History NG

Reported value by quarter
Q4 ’18: $23MQ4 ’18Q1 ’19: $25MQ2 ’19: $39MQ3 ’19: $34MQ4 ’19: $57MQ4 ’19Q1 ’20: $47MQ2 ’20: $59MQ3 ’20: $77MQ4 ’20: $63MQ4 ’20Q1 ’21: $73MQ2 ’21: $75MQ3 ’21: $78MQ4 ’21: $81MQ4 ’21Q1 ’22: $97MQ2 ’22: $68MQ3 ’22: $69MQ4 ’22: $137MQ4 ’22Q1 ’23: $98MQ2 ’23: $63MQ3 ’23: $60MQ4 ’23: $59MQ4 ’23Q1 ’24: $53MQ2 ’24: $67MQ3 ’24: $83MQ4 ’24: $70MQ4 ’24Q1 ’25: $63MQ2 ’25: $143MQ3 ’25: $618MQ4 ’25: $328MQ4 ’25Q1 ’26: $331Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202636.84M$331M+6.53%
Q4 202535.20M$328M+5.72%
Q3 202570.22M$618M+5.71%
Q2 202534.90M$143M+3.03%
Q1 202521.72M$63M+1.66%
Q4 202420.90M$70M+1.87%
Q3 202420.20M$83M+2.39%
Q2 202419.43M$67M+2.26%
Q1 202417.64M$53M+2.22%
Q4 202315.70M$59M+2.83%
Q3 202315.70M$60M+3.23%
Q2 202315.70M$63M+4.05%
Q1 202315.70M$98M+7.00%
Q4 202215.70M$137M+10.27%
Q3 202214.78M$69M+6.38%
Q2 202214.21M$68M+6.61%
Q1 202212.51M$97M+6.34%
Q4 202111.77M$81M+5.84%
Q3 202111.35M$78M+6.16%
Q2 20219.38M$75M+6.51%
Q1 20218.35M$73M+8.39%
Q4 20206.46M$63M+7.55%
Q3 20206.46M$77M+12.35%
Q2 20206.46M$59M+9.73%
Q1 20206.34M$47M+13.76%
Q4 20196.34M$57M+8.11%
Q3 20195.60M$34M+6.67%
Q2 20196.57M$39M+7.83%
Q1 20195.89M$25M+5.84%
Q4 20185.89M$23M+6.62%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lingotto Investment Management LLP’s full portfolio or all institutional holders of NG.