North American ConstructionNOA
13F holders, Q3 2025 (September 30)72holders −5
9new positions
14sold out
3famous investors
$14.24avg. 13F price*
At the end of Q3 2025, 72 institutions reported holding North American Construction (NOA) in their 13F filings, down 5 from Q2 2025. 9 opened new positions and 14 sold out. The largest holders were Bank of Montreal ($38.4M), Claret Asset Management Corp ($29.0M) and National Bank of Canada ($18.7M). 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 David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- North American Construction
- CUSIP
- 656811106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $17.9M |
| Exits | 14 | $10.8M |
All 13F filers, Q2 2025 → Q3 2025: 2,668,894 shares bought and 4,129,266 shares sold, net −1,460,372 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 72 holders
| Bank of Montreal | 0.02% | Add +20.5% | 2,704,392 | $38.4M |
| Claret Asset Management Corp | 3.48% | Reduce -1.1% | 2,041,935 | $29.0M |
| National Bank of Canada | 0.02% | Reduce -5.1% | 1,324,603 | $18.7M |
| Cannell Capital LLC | 4.86% | Reduce -15.7% | 1,303,978 | $18.5M |
| CIBC Asset Management Inc | 0.05% | Add +50.1% | 1,179,482 | $16.8M |
| Polar Asset Management Partners Inc. | 0.38% | Reduce -44.7% | 921,721 | $13.1M |
| Aegis Financial Corp. | 4.58% | New | 841,934 | $12.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +1.4% | 482,086 | $6.8M |
| American Century Companies Inc. | 0.00% | Add +36.3% | 455,613 | $6.5M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.02% | Reduce -17.6% | 350,100 | $5.0M |
| NewGen Asset Management Ltd | 3.16% | New | 302,908 | $4.7M |
| Renaissance Technologies | 0.01% | Reduce -5.9% | 296,400 | $4.2M |
| TD Waterhouse Canada Inc. | 0.03% | Add +0.4% | 279,428 | $4.1M |
| Timelo Investment Management Inc. | 6.49% | Add +1682.2% | 275,456 | $3.9M |
| K.J. Harrison & Partners Inc | 0.54% | Reduce -0.6% | 258,142 | $3.8M |
| Clearbridge Investments, LLC | 0.00% | Add +163.4% | 225,004 | $3.2M |
| Bank of America Corp. | 0.00% | Reduce -47.8% | 170,364 | $2.4M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -7.5% | 152,517 | $2.2M |
| Orchard Capital Management, LLC | 2.85% | Add +3.1% | 152,138 | $2.2M |
| Royal Bank of Canada | 0.00% | Reduce -60.9% | 130,396 | $1.9M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -40.5% | 102,055 | $1.4M |
| Two Sigma Advisers, LP | 0.00% | Reduce -16.9% | 97,600 | $1.4M |
| Stifel Financial Corp. | 0.00% | Reduce -78.1% | 79,432 | $1.1M |
| Cibc World Market Inc. | 0.00% | Reduce -82.5% | 75,715 | $1.1M |
| SkyView Investment Advisors, LLC | 0.13% | Add +2.8% | 72,661 | $1.0M |
| Two Sigma Investments, LP | 0.00% | Reduce -31.1% | 70,380 | $999K |
| UBS Group AG | 0.00% | Reduce -4.7% | 59,237 | $841K |
| Swiss National Bank | 0.00% | No change | 51,300 | $729K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -10.5% | 48,246 | $685K |
| Renaissance Group LLC | 0.03% | Reduce -43.6% | 48,234 | $685K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -0.4% | 40,371 | $573K |
| TD Asset Management Inc | 0.00% | Reduce -0.8% | 33,377 | $474K |
| Susquehanna International Group, LLP | 0.00% | New | 33,364 | $474K |
| Freestone Capital Holdings, LLC | 0.01% | No change | 27,500 | $391K |
| Intact Investment Management Inc. | 0.01% | Reduce -89.3% | 25,000 | $355K |
| Morgan Stanley | 0.00% | Reduce -42.9% | 23,836 | $338K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +994.0% | 23,773 | $332K |
| Legal & General Group Plc | 0.00% | No change | 22,919 | $326K |
| Vanguard Group Inc. | 0.00% | No change | 21,961 | $312K |
| Burney Co./ | 0.01% | New | 21,603 | $307K |
| MAI Capital Management | 0.00% | No change | 21,560 | $306K |
| Citadel Advisors | 0.00% | Reduce -64.4% | 20,582 | $292K |
| JB Capital Partners LP | 0.05% | No change | 20,000 | $284K |
| Nuveen, LLC | 0.00% | No change | 19,243 | $273K |
| Boothbay Fund Management, LLC | 0.01% | Add +16.3% | 16,709 | $237K |
| D. E. Shaw & Co. | 0.00% | New | 16,200 | $230K |
| Tranquility Partners, LLC | 0.08% | Add +3.0% | 16,116 | $229K |
| Russell Investments Group, Ltd. | 0.00% | Add +1108.0% | 16,055 | $228K |
| Mackenzie Financial Corp. | 0.00% | Reduce -98.0% | 15,855 | $225K |
| Campbell & CO Investment Adviser LLC | 0.02% | Reduce -52.0% | 15,846 | $225K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -22.1% | 13,075 | $186K |
| Lazard Asset Management LLC | 0.00% | Add +1424.1% | 12,452 | $177K |
| Qube Research & Technologies Ltd | 0.00% | New | 10,804 | $153K |
| Public Employees Retirement System of Ohio | 0.00% | No change | 10,307 | $146K |
| Natixis | 0.00% | No change | 8,910 | $127K |
| Toronto Dominion Bank | 0.00% | No change | 8,723 | $123K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 4,711 | $67K |
| BlackRock, Inc. | 0.00% | Reduce -1.9% | 2,695 | $38K |
| Simplex Trading, LLC | 0.00% | Add +739.4% | 2,174 | $30K |
| Cwm, LLC | 0.00% | No change | 2,008 | $29K |
| Deutsche Bank AG | 0.00% | No change | 1,251 | $18K |
| Citigroup Inc. | 0.00% | Reduce -81.5% | 1,072 | $15K |
| CoreCap Advisors, LLC | 0.00% | No change | 700 | $10K |
| Shell Asset Management Co. | 0.00% | Reduce -76.1% | 340 | $5K |
| LRI Investments, LLC | 0.00% | No change | 332 | $5K |
| Rockefeller Capital Management L.P. | 0.00% | New | 300 | $4K |
| Osaic Holdings, Inc. | 0.00% | Add +1718.2% | 200 | $3K |
| WealthCollab, LLC | 0.00% | No change | 156 | $2K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 51 | $724 |
| Bell Investment Advisors, Inc | 0.00% | New | 47 | $668 |
| Barclays PLC | 0.00% | Reduce -99.9% | 18 | $256 |
| Manchester Capital Management LLC | 0.00% | No change | 12 | $171 |
"% of holder's portfolio" is NOA's weight in each manager's 13F, not the share of North American Construction the manager owns.