North American ConstructionNOA
13F holders, Q2 2026 (June 30)71holders −6
6new positions
11sold out
5famous investors
$13.33avg. 13F price*
At the end of Q2 2026, 71 institutions reported holding North American Construction (NOA) in their 13F filings, down 6 from Q1 2026. 6 opened new positions and 11 sold out. The largest holders were Claret Asset Management Corp ($27.1M), Bank of Montreal ($18.9M) and National Bank of Canada ($18.6M). 5 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- North American Construction
- CUSIP
- 656811106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $764K |
| Exits | 11 | $11.3M |
All 13F filers, Q1 2026 → Q2 2026: 2,470,132 shares bought and 3,072,812 shares sold, net −602,680 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 71 holders
| Claret Asset Management Corp | 2.95% | Reduce -0.5% | 2,036,893 | $27.1M |
| Bank of Montreal | 0.01% | Reduce -50.9% | 1,420,790 | $18.9M |
| National Bank of Canada | 0.02% | Add +3.3% | 1,396,384 | $18.6M |
| CIBC Asset Management Inc | 0.04% | Reduce -7.3% | 1,354,606 | $18.2M |
| Aegis Financial Corp. | 2.18% | No change | 1,038,177 | $13.8M |
| Cannell Capital LLC | 7.28% | Reduce -18.6% | 783,691 | $10.4M |
| Morgan Stanley | 0.00% | Add +299.4% | 766,612 | $10.2M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +67.0% | 672,043 | $8.9M |
| American Century Companies Inc. | 0.00% | Add +7.3% | 635,087 | $8.4M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.02% | Add +2.9% | 604,396 | $8.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +75.5% | 442,851 | $5.9M |
| Two Sigma Investments, LP | 0.00% | Add +31.6% | 411,820 | $5.5M |
| Simcoe Capital LLC | 3.19% | Add +143.8% | 393,867 | $5.2M |
| D. E. Shaw & Co. | 0.00% | Add +41.0% | 382,900 | $5.1M |
| TD Waterhouse Canada Inc. | 0.01% | Add +1.1% | 329,224 | $4.3M |
| Dimensional Fund Advisors LP | 0.00% | Add +34.6% | 269,536 | $3.6M |
| Renaissance Technologies | 0.00% | Reduce -2.6% | 247,000 | $3.3M |
| Intact Investment Management Inc. | 0.09% | Add +17.4% | 244,300 | $3.2M |
| Clearbridge Investments, LLC | 0.00% | Reduce -0.9% | 244,091 | $3.2M |
| Quadrature Capital Ltd | 0.03% | Add +74.8% | 236,300 | $3.1M |
| Bastion Asset Management Inc. | 1.06% | Reduce -46.8% | 213,316 | $3.1M |
| Bank of America Corp. | 0.00% | Add +141.2% | 228,973 | $3.0M |
| Orchard Capital Management, LLC | 3.30% | Add +1.2% | 226,537 | $3.0M |
| CenterBook Partners LP | 0.13% | Add +252.6% | 193,653 | $2.6M |
| Intrinsic Edge Capital Management LLC | 0.31% | Add +11.8% | 190,100 | $2.5M |
| Citadel Advisors | 0.00% | Add +39.3% | 169,549 | $2.3M |
| Boothbay Fund Management, LLC | 0.03% | Add +445.2% | 101,930 | $1.4M |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +9.3% | 72,039 | $956K |
| JB Capital Partners LP | 0.14% | No change | 70,000 | $931K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -21.0% | 68,188 | $907K |
| Renaissance Group LLC | 0.04% | Reduce -1.1% | 65,168 | $867K |
| PDT Partners, LLC | 0.04% | Add +31.6% | 63,988 | $851K |
| Point72 Asset Management | 0.00% | Add +135.1% | 60,535 | $805K |
| Lazard Asset Management LLC | 0.00% | Reduce -1.8% | 57,082 | $759K |
| JPMorgan Chase & Co. | 0.00% | Add +83.1% | 55,484 | $743K |
| OneDigital Investment Advisors LLC | 0.01% | Add +34.2% | 54,534 | $725K |
| Sanctuary Advisors, LLC | 0.00% | Add +11.5% | 50,596 | $673K |
| Qube Research & Technologies Ltd | 0.00% | Add +137.3% | 44,394 | $590K |
| TD Asset Management Inc | 0.00% | Add +4.2% | 40,769 | $542K |
| Mackenzie Financial Corp. | 0.00% | Add +8.5% | 28,375 | $535K |
| Millennium Management | 0.00% | Add +69.0% | 34,237 | $455K |
| Royal Bank of Canada | 0.00% | Reduce -6.8% | 34,022 | $453K |
| UBS Group AG | 0.00% | Add +72.3% | 33,296 | $443K |
| Freestone Capital Holdings, LLC | 0.01% | No change | 27,500 | $366K |
| Dynamic Technology Lab Private Ltd | 0.08% | New | 27,071 | $360K |
| Savant Capital, LLC | 0.00% | Add +100.0% | 24,569 | $329K |
| Susquehanna International Group, LLP | 0.00% | Add +126.3% | 23,715 | $315K |
| Morgan Dempsey Capital Management LLC | 0.13% | Add +22.3% | 23,326 | $315K |
| MAI Capital Management | 0.00% | No change | 21,560 | $287K |
| Cibc World Market Inc. | 0.00% | Add +19.0% | 20,945 | $278K |
| Trexquant Investment LP | 0.00% | New | 18,343 | $244K |
| Marshall Wace, LLP | 0.00% | Reduce -91.0% | 17,836 | $237K |
| Tranquility Partners, LLC | 0.07% | Add +0.5% | 15,928 | $212K |
| SkyView Investment Advisors, LLC | 0.16% | Reduce -80.2% | 14,873 | $198K |
| Stephens Inc. | 0.00% | No change | 13,111 | $174K |
| Natixis | 0.00% | No change | 12,680 | $169K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -16.2% | 11,271 | $150K |
| WINTON GROUP Ltd | 0.00% | New | 10,792 | $144K |
| XTX Topco Ltd | 0.00% | Reduce -7.4% | 10,128 | $135K |
| BNP Paribas Financial Markets | 0.00% | Reduce -47.8% | 4,157 | $55K |
| Group One Trading LLC | 0.00% | No change | 2,625 | $35K |
| Simplex Trading, LLC | 0.00% | Add +614.1% | 2,021 | $27K |
| Lavaca Capital LLC | 0.00% | New | 1,109 | $15K |
| Rockefeller Capital Management L.P. | 0.00% | Add +200.0% | 900 | $12K |
| LRI Investments, LLC | 0.00% | Add +47.7% | 619 | $8K |
| Osaic Holdings, Inc. | 0.00% | Reduce -6.2% | 151 | $2K |
| Citigroup Inc. | 0.00% | New | 151 | $2K |
| Barclays PLC | 0.00% | Reduce -54.1% | 100 | $1K |
| Manchester Capital Management LLC | 0.00% | No change | 12 | $160 |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 5 | $66 |
| WealthCollab, LLC | 0.00% | No change | 4 | $54 |
"% of holder's portfolio" is NOA's weight in each manager's 13F, not the share of North American Construction the manager owns.