North American ConstructionNOA

13F holders, Q1 2025 (March 31)
85holders −2
11new positions
14sold out
2famous investors
$15.78avg. 13F price*

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

020406080100 Q1 2024: 88Q1 2024Q2 2024: 86Q2 2024Q3 2024: 81Q3 2024Q4 2024: 87Q4 2024Q1 2025: 85Q1 2025Q2 2025: 77Q2 2025Q3 2025: 72Q3 2025Q4 2025: 79Q4 2025Q1 2026: 77Q1 2026Q2 2026: 71Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions11$5.9M
Exits14$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.