North American ConstructionNOA
13F holders, Q1 2025 (March 31)At the end of Q1 2025, 85 institutions reported holding North American Construction (NOA) in their 13F filings, down 2 from Q4 2024. 11 opened new positions and 14 sold out. The largest holders were Bank of Montreal ($33.8M), Claret Asset Management Corp ($32.3M) and Cannell Capital LLC ($28.4M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $5.9M |
| Exits | 14 | $3.4M |
All 13F filers, Q4 2024 → Q1 2025: 2,194,638 shares bought and 1,266,442 shares sold, net +928,196 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 85 holders
| Bank of Montreal | 0.02% | Add +4.9% | 2,145,991 | $33.8M |
| Claret Asset Management Corp | 6.42% | Add +0.5% | 2,049,639 | $32.3M |
| Cannell Capital LLC | 9.60% | Add +5.7% | 1,797,815 | $28.4M |
| Polar Asset Management Partners Inc. | 1.28% | Add +70.3% | 1,740,985 | $27.6M |
| National Bank of Canada | 0.03% | Add +2.6% | 1,368,520 | $21.6M |
| CIBC Asset Management Inc | 0.07% | Add +19.0% | 1,264,164 | $19.9M |
| Mackenzie Financial Corp. | 0.02% | Add +3.9% | 899,609 | $14.2M |
| Alberta Investment Management Corp | 0.10% | Reduce -20.7% | 838,256 | $13.2M |
| Cibc World Market Inc. | 0.02% | Add +8.4% | 468,282 | $7.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -2.8% | 461,518 | $7.3M |
| AYAL Capital Advisors Ltd | 4.79% | Add +9.3% | 457,470 | $7.2M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.03% | Add +0.4% | 428,800 | $6.8M |
| Orchard Capital Management, LLC | 3.76% | Add +1036.2% | 347,957 | $5.5M |
| Renaissance Technologies | 0.01% | Reduce -3.0% | 322,900 | $5.1M |
| American Century Companies Inc. | 0.00% | Add +20.8% | 304,698 | $4.8M |
| K.J. Harrison & Partners Inc | 0.77% | Add +20.7% | 249,742 | $3.9M |
| Hillsdale Investment Management Inc. | 0.16% | Reduce -45.8% | 204,979 | $3.2M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +22.9% | 185,269 | $2.9M |
| Bank of America Corp. | 0.00% | Reduce -58.4% | 180,521 | $2.9M |
| Intact Investment Management Inc. | 0.10% | Add +0.3% | 178,000 | $2.8M |
| Prelude Capital Management, LLC | 0.28% | Add +65.4% | 174,991 | $2.8M |
| UBS Group AG | 0.00% | Reduce -11.4% | 161,784 | $2.6M |
| Dimensional Fund Advisors LP | 0.00% | Add +11.1% | 159,405 | $2.5M |
| NewGen Asset Management Ltd | 2.30% | New | 150,000 | $2.4M |
| Two Sigma Advisers, LP | 0.00% | Reduce -25.6% | 124,100 | $2.0M |
| Cumberland Partners Ltd | 0.13% | No change | 110,100 | $1.7M |
| Boothbay Fund Management, LLC | 0.06% | Reduce -25.4% | 108,868 | $1.7M |
| Royal Bank of Canada | 0.00% | Reduce -3.0% | 108,539 | $1.7M |
| Renaissance Group LLC | 0.07% | Reduce -15.6% | 96,982 | $1.5M |
| Two Sigma Investments, LP | 0.00% | Reduce -60.4% | 77,426 | $1.2M |
| Credit Agricole S A | 0.00% | No change | 75,600 | $1.2M |
| Pacific Global Investment Management Co. | 1.55% | Add +1.5% | 69,269 | $1.1M |
| SkyView Investment Advisors, LLC | 0.16% | Reduce -0.4% | 68,652 | $1.1M |
| Stifel Financial Corp. | 0.00% | New | 64,873 | $1.0M |
| Clearbridge Investments, LLC | 0.00% | New | 63,410 | $1.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.9% | 54,738 | $864K |
| Morgan Stanley | 0.00% | Reduce -20.1% | 47,721 | $754K |
| Swiss National Bank | 0.00% | Reduce -4.8% | 47,100 | $743K |
| OneDigital Investment Advisors LLC | 0.01% | Add +3.8% | 40,307 | $636K |
| HSBC Holdings PLC | 0.00% | Reduce -2.0% | 39,166 | $623K |
| Citadel Advisors | 0.00% | Reduce -44.7% | 39,451 | $623K |
| Trexquant Investment LP | 0.01% | New | 31,524 | $498K |
| Marshall Wace, LLP | 0.00% | Reduce -78.0% | 30,149 | $476K |
| Jane Street Group, LLC | 0.00% | New | 30,142 | $476K |
| Freestone Capital Holdings, LLC | 0.02% | No change | 27,500 | $434K |
| TD Asset Management Inc | 0.00% | Reduce -2.5% | 26,727 | $421K |
| Ameriprise Financial Inc. | 0.00% | New | 25,834 | $408K |
| Nuveen, LLC | 0.00% | — | 25,050 | $395K |
| Legal & General Group Plc | 0.00% | No change | 22,919 | $361K |
| Vanguard Group Inc. | 0.00% | Add +1.3% | 22,255 | $351K |
| Campbell & CO Investment Adviser LLC | 0.03% | Add +1.7% | 21,962 | $347K |
| MAI Capital Management | 0.00% | Reduce -33.3% | 21,560 | $340K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 20,850 | $329K |
| Barclays PLC | 0.00% | Reduce -1.9% | 20,503 | $324K |
| JB Capital Partners LP | 0.07% | No change | 20,000 | $316K |
| CANADA LIFE ASSURANCE Co | 0.00% | No change | 16,926 | $267K |
| Tranquility Partners, LLC | 0.10% | Add +4.4% | 15,584 | $246K |
| Geode Capital Management, LLC | 0.00% | No change | 14,211 | $224K |
| Proficio Capital Partners LLC | 0.02% | No change | 12,435 | $199K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -4.8% | 12,405 | $196K |
| Natixis | 0.00% | Add +57.8% | 11,471 | $182K |
| PDT Partners, LLC | 0.01% | Reduce -31.6% | 10,784 | $170K |
| Lazard Asset Management LLC | 0.00% | Reduce -50.6% | 10,686 | $168K |
| Balyasny Asset Management L.P. | 0.00% | New | 10,294 | $163K |
| Citigroup Inc. | 0.00% | Reduce -12.6% | 10,035 | $158K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -9.6% | 8,833 | $139K |
| Toronto Dominion Bank | 0.00% | No change | 8,723 | $138K |
| Northwest & Ethical Investments L.P. | 0.00% | Reduce -54.0% | 6,716 | $106K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 4,711 | $74K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +87000.0% | 2,613 | $41K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -31.5% | 2,173 | $34K |
| Cwm, LLC | 0.00% | No change | 2,008 | $32K |
| Shell Asset Management Co. | 0.00% | No change | 1,424 | $23K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -83.3% | 1,329 | $21K |
| Deutsche Bank AG | 0.00% | No change | 1,251 | $20K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,098 | $17K |
| Logan Capital Management Inc. | 0.00% | New | 482 | $8K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -58.4% | 262 | $4K |
| Toth Financial Advisory Corp. | 0.00% | No change | 101 | $2K |
| Parkside Financial Bank & Trust | 0.00% | New | 95 | $2K |
| SBI Securities Co., Ltd. | 0.00% | New | 51 | $805 |
| Coldstream Capital Management Inc. | 0.00% | New | 32 | $505 |
| Manchester Capital Management LLC | 0.00% | No change | 12 | $190 |
| Acadian Asset Management LLC | 0.00% | No change | 43 | $0 |
| Simplex Trading, LLC | 0.00% | Add +100.0% | 2 | $0 |
"% of holder's portfolio" is NOA's weight in each manager's 13F, not the share of North American Construction the manager owns.