North American ConstructionNOA
13F holders, Q2 2025 (June 30)77holders −8
9new positions
15sold out
3famous investors
$15.99avg. 13F price*
At the end of Q2 2025, 77 institutions reported holding North American Construction (NOA) in their 13F filings, down 8 from Q1 2025. 9 opened new positions and 15 sold out. The largest holders were Bank of Montreal ($35.9M), Claret Asset Management Corp ($33.0M) and Polar Asset Management Partners Inc. ($26.7M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- North American Construction
- CUSIP
- 656811106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $1.4M |
| Exits | 15 | $10.2M |
All 13F filers, Q1 2025 → Q2 2025: 1,390,248 shares bought and 2,990,704 shares sold, net −1,600,456 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 77 holders
| Bank of Montreal | 0.02% | Add +4.6% | 2,244,637 | $35.9M |
| Claret Asset Management Corp | 4.30% | Add +0.7% | 2,064,325 | $33.0M |
| Polar Asset Management Partners Inc. | 0.90% | Reduce -4.2% | 1,667,336 | $26.7M |
| Cannell Capital LLC | 7.73% | Reduce -13.9% | 1,547,321 | $24.7M |
| National Bank of Canada | 0.02% | Add +2.0% | 1,395,402 | $22.3M |
| Mackenzie Financial Corp. | 0.02% | Reduce -10.9% | 801,710 | $12.8M |
| CIBC Asset Management Inc | 0.04% | Reduce -37.8% | 785,803 | $12.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +3.0% | 475,212 | $7.6M |
| Cibc World Market Inc. | 0.02% | Reduce -7.7% | 432,467 | $6.9M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.02% | Reduce -0.9% | 425,100 | $6.8M |
| Stifel Financial Corp. | 0.01% | Add +459.9% | 363,192 | $5.8M |
| American Century Companies Inc. | 0.00% | Add +9.7% | 334,322 | $5.3M |
| Royal Bank of Canada | 0.00% | Add +207.2% | 333,401 | $5.3M |
| Bank of America Corp. | 0.00% | Add +80.7% | 326,266 | $5.2M |
| Renaissance Technologies | 0.01% | Reduce -2.5% | 314,900 | $5.0M |
| AYAL Capital Advisors Ltd | 2.72% | Reduce -31.8% | 312,070 | $5.0M |
| TD Waterhouse Canada Inc. | 0.03% | Add +106111.8% | 278,275 | $4.5M |
| K.J. Harrison & Partners Inc | 0.69% | Add +4.0% | 259,642 | $4.1M |
| Intact Investment Management Inc. | 0.13% | Add +31.2% | 233,600 | $3.7M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -7.4% | 171,585 | $2.7M |
| Dimensional Fund Advisors LP | 0.00% | Add +3.4% | 164,831 | $2.6M |
| Orchard Capital Management, LLC | 2.61% | Reduce -57.6% | 147,627 | $2.4M |
| Two Sigma Advisers, LP | 0.00% | Reduce -5.4% | 117,400 | $1.9M |
| Cumberland Partners Ltd | 0.12% | No change | 110,100 | $1.8M |
| Two Sigma Investments, LP | 0.00% | Add +32.0% | 102,202 | $1.6M |
| Renaissance Group LLC | 0.05% | Reduce -11.8% | 85,569 | $1.4M |
| Clearbridge Investments, LLC | 0.00% | Add +34.7% | 85,433 | $1.4M |
| SkyView Investment Advisors, LLC | 0.16% | Add +3.0% | 70,692 | $1.1M |
| UBS Group AG | 0.00% | Reduce -61.6% | 62,185 | $994K |
| Citadel Advisors | 0.00% | Add +46.6% | 57,853 | $924K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.5% | 53,895 | $861K |
| Swiss National Bank | 0.00% | Add +8.9% | 51,300 | $818K |
| Alberta Investment Management Corp | 0.01% | Reduce -94.0% | 50,305 | $805K |
| Millennium Management | 0.00% | New | 47,248 | $755K |
| Morgan Stanley | 0.00% | Reduce -12.5% | 41,777 | $668K |
| OneDigital Investment Advisors LLC | 0.01% | Add +0.6% | 40,538 | $648K |
| HSBC Holdings PLC | 0.00% | Reduce -1.6% | 38,519 | $614K |
| TD Asset Management Inc | 0.00% | Add +25.9% | 33,646 | $537K |
| Campbell & CO Investment Adviser LLC | 0.03% | Add +50.4% | 33,026 | $528K |
| Trexquant Investment LP | 0.01% | Reduce -10.8% | 28,105 | $449K |
| Freestone Capital Holdings, LLC | 0.01% | No change | 27,500 | $439K |
| Legal & General Group Plc | 0.00% | No change | 22,919 | $366K |
| Vanguard Group Inc. | 0.00% | Reduce -1.3% | 21,961 | $351K |
| MAI Capital Management | 0.00% | No change | 21,560 | $345K |
| Geode Capital Management, LLC | 0.00% | Add +51.4% | 21,511 | $344K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -1.7% | 20,504 | $328K |
| Barclays PLC | 0.00% | Reduce -1.0% | 20,306 | $324K |
| JB Capital Partners LP | 0.06% | No change | 20,000 | $320K |
| Nuveen, LLC | 0.00% | Reduce -23.2% | 19,243 | $307K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +35.4% | 16,795 | $268K |
| Tranquility Partners, LLC | 0.09% | Add +0.4% | 15,640 | $250K |
| Timelo Investment Management Inc. | 0.85% | New | 15,456 | $247K |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -10.6% | 15,141 | $241K |
| Boothbay Fund Management, LLC | 0.01% | Reduce -86.8% | 14,370 | $230K |
| Proficio Capital Partners LLC | 0.01% | No change | 12,435 | $199K |
| Quadrature Capital Ltd | 0.00% | New | 11,405 | $182K |
| Public Employees Retirement System of Ohio | 0.00% | Add +16.7% | 10,307 | $165K |
| Natixis | 0.00% | Reduce -22.3% | 8,910 | $142K |
| Toronto Dominion Bank | 0.00% | No change | 8,723 | $139K |
| Raymond James Financial Inc. | 0.00% | New | 7,665 | $122K |
| Citigroup Inc. | 0.00% | Reduce -42.3% | 5,791 | $92K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 4,711 | $75K |
| BlackRock, Inc. | 0.00% | New | 2,746 | $44K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 2,173 | $35K |
| 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% | No change | 1,329 | $21K |
| Deutsche Bank AG | 0.00% | No change | 1,251 | $20K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,098 | $18K |
| Lazard Asset Management LLC | 0.00% | Reduce -92.3% | 817 | $13K |
| CoreCap Advisors, LLC | 0.00% | New | 700 | $11K |
| LRI Investments, LLC | 0.00% | New | 332 | $5K |
| Simplex Trading, LLC | 0.00% | Add +12850.0% | 259 | $4K |
| WealthCollab, LLC | 0.00% | New | 156 | $2K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -46.3% | 51 | $815 |
| Manchester Capital Management LLC | 0.00% | No change | 12 | $192 |
| Osaic Holdings, Inc. | 0.00% | New | 11 | $176 |
"% of holder's portfolio" is NOA's weight in each manager's 13F, not the share of North American Construction the manager owns.