North American ConstructionNOA
13F holders, Q1 2026 (March 31)77holders −2
12new positions
13sold out
5famous investors
$13.53avg. 13F price*
At the end of Q1 2026, 77 institutions reported holding North American Construction (NOA) in their 13F filings, down 2 from Q4 2025. 12 opened new positions and 13 sold out. The largest holders were Bank of Montreal ($39.0M), Claret Asset Management Corp ($27.6M) and CIBC Asset Management Inc ($19.8M). 5 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $11.0M |
| Exits | 13 | $8.5M |
All 13F filers, Q4 2025 → Q1 2026: 2,332,442 shares bought and 1,957,630 shares sold, net +374,812 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 77 holders
| Bank of Montreal | 0.02% | Add +3.7% | 2,891,696 | $39.0M |
| Claret Asset Management Corp | 3.32% | Add +0.5% | 2,047,443 | $27.6M |
| CIBC Asset Management Inc | 0.05% | Add +1.4% | 1,461,868 | $19.8M |
| National Bank of Canada | 0.02% | Add +0.9% | 1,351,965 | $18.0M |
| Aegis Financial Corp. | 2.41% | No change | 1,038,177 | $14.0M |
| Cannell Capital LLC | 8.42% | Reduce -10.5% | 962,731 | $13.0M |
| American Century Companies Inc. | 0.00% | Add +11.4% | 591,909 | $8.0M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.02% | Add +62.6% | 587,440 | $7.9M |
| Bastion Asset Management Inc. | 1.96% | Reduce -32.0% | 401,076 | $6.4M |
| Alberta Investment Management Corp | 0.04% | New | 422,493 | $5.7M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +65.1% | 402,413 | $5.4M |
| TD Waterhouse Canada Inc. | 0.01% | Add +8.7% | 325,487 | $4.3M |
| Two Sigma Investments, LP | 0.00% | Add +25.9% | 312,873 | $4.2M |
| Polar Asset Management Partners Inc. | 0.14% | Reduce -41.2% | 310,000 | $4.2M |
| D. E. Shaw & Co. | 0.00% | Add +1.7% | 271,600 | $3.7M |
| Renaissance Technologies | 0.01% | Reduce -3.0% | 253,500 | $3.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +46.0% | 252,339 | $3.4M |
| Clearbridge Investments, LLC | 0.00% | Add +13.3% | 246,224 | $3.3M |
| Orchard Capital Management, LLC | 3.95% | Add +44.4% | 223,913 | $3.0M |
| Intact Investment Management Inc. | 0.08% | Add +77.8% | 208,000 | $2.8M |
| Dimensional Fund Advisors LP | 0.00% | Add +35.6% | 200,248 | $2.7M |
| Marshall Wace, LLP | 0.00% | Add +135.7% | 198,770 | $2.7M |
| Morgan Stanley | 0.00% | Add +44.9% | 191,939 | $2.6M |
| Intrinsic Edge Capital Management LLC | 0.42% | Add +240.2% | 170,100 | $2.3M |
| Simcoe Capital LLC | 2.00% | New | 161,530 | $2.2M |
| Quadrature Capital Ltd | 0.02% | Add +14.3% | 135,144 | $1.8M |
| Citadel Advisors | 0.00% | Add +67.2% | 121,741 | $1.6M |
| Bank of America Corp. | 0.00% | Reduce -52.8% | 94,921 | $1.3M |
| Envestnet Asset Management Inc. | 0.00% | New | 86,318 | $1.2M |
| SkyView Investment Advisors, LLC | 0.14% | Add +1.9% | 75,032 | $1.0M |
| JB Capital Partners LP | 0.16% | Add +250.0% | 70,000 | $944K |
| Renaissance Group LLC | 0.04% | Reduce -2.8% | 65,887 | $888K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +25.4% | 65,910 | $862K |
| Lazard Asset Management LLC | 0.00% | Add +259.5% | 58,124 | $784K |
| CenterBook Partners LP | 0.04% | Reduce -73.9% | 54,917 | $740K |
| K.J. Harrison & Partners Inc | 0.12% | Reduce -43.0% | 52,500 | $707K |
| PDT Partners, LLC | 0.04% | New | 48,639 | $656K |
| Sanctuary Advisors, LLC | 0.00% | New | 45,384 | $612K |
| OneDigital Investment Advisors LLC | 0.01% | Add +0.7% | 40,648 | $548K |
| TD Asset Management Inc | 0.00% | Add +13.3% | 39,135 | $526K |
| Royal Bank of Canada | 0.00% | Reduce -29.4% | 36,500 | $492K |
| JPMorgan Chase & Co. | 0.00% | Add +232.8% | 30,304 | $395K |
| Freestone Capital Holdings, LLC | 0.01% | No change | 27,500 | $371K |
| Mackenzie Financial Corp. | 0.00% | Add +1.2% | 26,152 | $353K |
| Point72 Asset Management | 0.00% | Reduce -72.2% | 25,749 | $347K |
| MAI Capital Management | 0.00% | No change | 21,560 | $291K |
| Millennium Management | 0.00% | Reduce -94.0% | 20,255 | $273K |
| UBS Group AG | 0.00% | Reduce -77.0% | 19,319 | $260K |
| Morgan Dempsey Capital Management LLC | 0.12% | New | 19,080 | $257K |
| Qube Research & Technologies Ltd | 0.00% | Add +58.3% | 18,705 | $252K |
| Boothbay Fund Management, LLC | 0.01% | Reduce -9.7% | 18,697 | $252K |
| Cibc World Market Inc. | 0.00% | Add +16.6% | 17,598 | $237K |
| Tranquility Partners, LLC | 0.08% | Add +0.5% | 15,850 | $214K |
| Brevan Howard Capital Management LP | 0.00% | Reduce -21.4% | 15,012 | $202K |
| Engineers Gate Manager LP | 0.00% | New | 14,332 | $193K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -19.3% | 13,448 | $181K |
| Stephens Inc. | 0.00% | Reduce -0.8% | 13,111 | $177K |
| Natixis | 0.00% | Add +42.3% | 12,680 | $168K |
| HSBC Holdings PLC | 0.00% | Reduce -24.1% | 12,441 | $167K |
| Savant Capital, LLC | 0.00% | Reduce -17.8% | 12,284 | $166K |
| XTX Topco Ltd | 0.00% | New | 10,934 | $147K |
| Susquehanna International Group, LLP | 0.00% | Reduce -71.0% | 10,481 | $141K |
| Toronto Dominion Bank | 0.00% | No change | 8,723 | $117K |
| BNP Paribas Financial Markets | 0.00% | Add +948.3% | 7,967 | $107K |
| Group One Trading LLC | 0.00% | New | 2,625 | $35K |
| Cwm, LLC | 0.00% | No change | 2,008 | $27K |
| Acadian Asset Management LLC | 0.00% | New | 1,675 | $22K |
| BlackRock, Inc. | 0.00% | Reduce -96.7% | 1,005 | $14K |
| LRI Investments, LLC | 0.00% | Add +26.2% | 419 | $6K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 300 | $4K |
| Simplex Trading, LLC | 0.00% | New | 283 | $4K |
| Barclays PLC | 0.00% | Reduce -86.5% | 218 | $3K |
| Osaic Holdings, Inc. | 0.00% | Reduce -38.3% | 161 | $2K |
| Jones Financial Companies LLLP | 0.00% | New | 50 | $666 |
| Bell Investment Advisors, Inc | 0.00% | No change | 47 | $634 |
| Manchester Capital Management LLC | 0.00% | No change | 12 | $162 |
| WealthCollab, LLC | 0.00% | Reduce -97.4% | 4 | $54 |
"% of holder's portfolio" is NOA's weight in each manager's 13F, not the share of North American Construction the manager owns.