North American ConstructionNOA
13F holders, Q4 2025 (December 31)79holders +7
22new positions
14sold out
5famous investors
$14.43avg. 13F price*
At the end of Q4 2025, 79 institutions reported holding North American Construction (NOA) in their 13F filings, up 7 from Q3 2025. 22 opened new positions and 14 sold out. The largest holders were Bank of Montreal ($40.2M), Claret Asset Management Corp ($29.3M) and CIBC Asset Management Inc ($20.8M). 5 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management'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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $28.7M |
| Exits | 14 | $4.0M |
All 13F filers, Q3 2025 → Q4 2025: 3,572,869 shares bought and 1,927,883 shares sold, net +1,644,986 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 79 holders
| Bank of Montreal | 0.02% | Add +3.1% | 2,789,384 | $40.2M |
| Claret Asset Management Corp | 3.43% | Reduce -0.2% | 2,037,652 | $29.3M |
| CIBC Asset Management Inc | 0.05% | Add +22.3% | 1,442,155 | $20.8M |
| National Bank of Canada | 0.02% | Add +1.1% | 1,339,706 | $18.8M |
| Cannell Capital LLC | 9.86% | Reduce -17.5% | 1,075,307 | $15.5M |
| Aegis Financial Corp. | 3.57% | Add +23.3% | 1,038,177 | $15.0M |
| Bastion Asset Management Inc. | 5.49% | New | 589,794 | $9.9M |
| American Century Companies Inc. | 0.00% | Add +16.6% | 531,181 | $7.6M |
| Polar Asset Management Partners Inc. | 0.20% | Reduce -42.8% | 527,336 | $7.6M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Add +3.2% | 361,200 | $5.2M |
| Millennium Management | 0.00% | New | 338,866 | $4.9M |
| TD Waterhouse Canada Inc. | 0.03% | Add +7.1% | 299,322 | $4.0M |
| D. E. Shaw & Co. | 0.00% | Add +1548.8% | 267,100 | $3.8M |
| Renaissance Technologies | 0.01% | Reduce -11.9% | 261,200 | $3.8M |
| Two Sigma Investments, LP | 0.01% | Add +253.1% | 248,507 | $3.6M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +138.8% | 243,682 | $3.5M |
| Clearbridge Investments, LLC | 0.00% | Reduce -3.4% | 217,287 | $3.1M |
| CenterBook Partners LP | 0.15% | New | 210,273 | $3.0M |
| Bank of America Corp. | 0.00% | Add +18.0% | 201,002 | $2.9M |
| Jane Street Group, LLC | 0.00% | New | 181,978 | $2.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -64.2% | 172,791 | $2.5M |
| Orchard Capital Management, LLC | 1.93% | Add +1.9% | 155,101 | $2.2M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -3.2% | 147,643 | $2.1M |
| Timelo Investment Management Inc. | 2.14% | Reduce -49.1% | 140,156 | $2.0M |
| Morgan Stanley | 0.00% | Add +455.8% | 132,470 | $1.9M |
| Two Sigma Advisers, LP | 0.00% | Add +30.7% | 127,600 | $1.8M |
| Quadrature Capital Ltd | 0.02% | New | 118,284 | $1.7M |
| Intact Investment Management Inc. | 0.05% | Add +368.0% | 117,000 | $1.7M |
| Point72 Asset Management | 0.00% | New | 92,493 | $1.3M |
| K.J. Harrison & Partners Inc | 0.18% | Reduce -64.3% | 92,142 | $1.3M |
| NewGen Asset Management Ltd | 0.89% | Reduce -71.0% | 87,699 | $1.3M |
| Marshall Wace, LLP | 0.00% | New | 84,350 | $1.2M |
| UBS Group AG | 0.00% | Add +41.9% | 84,064 | $1.2M |
| Credit Agricole S A | 0.00% | New | 75,600 | $1.1M |
| SkyView Investment Advisors, LLC | 0.13% | Add +1.3% | 73,616 | $1.1M |
| Citadel Advisors | 0.00% | Add +253.8% | 72,828 | $1.0M |
| Renaissance Group LLC | 0.04% | Add +40.5% | 67,775 | $974K |
| Royal Bank of Canada | 0.00% | Reduce -60.3% | 51,731 | $743K |
| Intrinsic Edge Capital Management LLC | 0.14% | New | 50,000 | $719K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +121.1% | 52,559 | $707K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -0.0% | 40,355 | $580K |
| Susquehanna International Group, LLP | 0.00% | Add +8.5% | 36,192 | $520K |
| TD Asset Management Inc | 0.00% | Add +3.5% | 34,555 | $498K |
| BlackRock, Inc. | 0.00% | Add +1015.4% | 30,059 | $432K |
| Freestone Capital Holdings, LLC | 0.01% | No change | 27,500 | $395K |
| Mackenzie Financial Corp. | 0.00% | Add +63.0% | 25,836 | $368K |
| PharVision Advisers, LLC | 0.16% | New | 21,662 | $311K |
| MAI Capital Management | 0.00% | No change | 21,560 | $310K |
| Boothbay Fund Management, LLC | 0.01% | Add +24.0% | 20,715 | $298K |
| JB Capital Partners LP | 0.05% | No change | 20,000 | $287K |
| Brevan Howard Capital Management LP | 0.01% | New | 19,110 | $275K |
| Trexquant Investment LP | 0.00% | New | 18,101 | $260K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +27.4% | 16,660 | $239K |
| HSBC Holdings PLC | 0.00% | New | 16,397 | $235K |
| Lazard Asset Management LLC | 0.00% | Add +29.9% | 16,170 | $232K |
| Russell Investments Group, Ltd. | 0.00% | No change | 16,055 | $231K |
| Tranquility Partners, LLC | 0.08% | Reduce -2.1% | 15,777 | $227K |
| Cibc World Market Inc. | 0.00% | Reduce -80.1% | 15,099 | $217K |
| Savant Capital, LLC | 0.00% | New | 14,940 | $215K |
| Burney Co./ | 0.01% | Reduce -37.5% | 13,503 | $194K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 13,247 | $190K |
| Stephens Inc. | 0.00% | New | 13,211 | $190K |
| Qube Research & Technologies Ltd | 0.00% | Add +9.4% | 11,820 | $170K |
| Dynamic Technology Lab Private Ltd | 0.04% | New | 11,495 | $165K |
| Highlander Partners, L.P. | 0.05% | New | 9,186 | $132K |
| JPMorgan Chase & Co. | 0.00% | New | 9,105 | $131K |
| Natixis | 0.00% | No change | 8,910 | $128K |
| Toronto Dominion Bank | 0.00% | No change | 8,723 | $126K |
| Cwm, LLC | 0.00% | No change | 2,008 | $29K |
| Barclays PLC | 0.00% | Add +8900.0% | 1,620 | $23K |
| Quarry LP | 0.00% | New | 1,600 | $23K |
| BNP Paribas Financial Markets | 0.00% | New | 760 | $11K |
| LRI Investments, LLC | 0.00% | No change | 332 | $5K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 300 | $4K |
| Larson Financial Group LLC | 0.00% | New | 261 | $4K |
| Osaic Holdings, Inc. | 0.00% | Add +30.5% | 261 | $4K |
| WealthCollab, LLC | 0.00% | No change | 156 | $2K |
| Bell Investment Advisors, Inc | 0.00% | No change | 47 | $676 |
| Manchester Capital Management LLC | 0.00% | No change | 12 | $173 |
"% of holder's portfolio" is NOA's weight in each manager's 13F, not the share of North American Construction the manager owns.