NORTH AMERN CONSTR GROUP LTD NOA
COM · Common Stock · CUSIP 656811106
- SectorEnergy
- IndustryOil & Gas Field Services, NEC
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $13.33. Options: 1 managers hold calls ($295.3k notional), 2 hold puts ($160.9k).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 57 |
| Q4 2022 | 62 |
| Q1 2023 | 74 |
| Q2 2023 | 86 |
| Q3 2023 | 92 |
| Q4 2023 | 95 |
| Q1 2024 | 89 |
| Q2 2024 | 87 |
| Q3 2024 | 83 |
| Q4 2024 | 89 |
| Q1 2025 | 86 |
| Q2 2025 | 78 |
| Q3 2025 | 72 |
| Q4 2025 | 79 |
| Q1 2026 | 77 |
| Q2 2026 | 70 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 34 | 42 |
| Q4 2024 | 52 | 26 |
| Q1 2025 | 35 | 44 |
| Q2 2025 | 34 | 43 |
| Q3 2025 | 25 | 44 |
| Q4 2025 | 52 | 29 |
| Q1 2026 | 46 | 37 |
| Q2 2026 | 44 | 28 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $116.2k | $41.0k | 0.35 |
| Q4 2025 | $468.5k | $1.4k | 0.00 |
| Q1 2026 | $13.5k | $153.7k | 11.40 |
| Q2 2026 | $295.3k | $160.9k | 0.55 |
Biggest buyers
| MORGAN STANLEY | Added | +574.7k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Added | +269.6k |
| Simcoe Capital LLC | Added | +232.3k |
| GOLDMAN SACHS GROUP INC | Added | +190.5k |
| CenterBook Partners LP | Added | +138.7k |
| BANK OF AMERICA CORP /DE/ | Added | +134.1k |
| D. E. Shaw & Co., Inc. | Added | +111.3k |
| Quadrature Capital Ltd | Added | +101.2k |
| TWO SIGMA INVESTMENTS, LP | Added | +98.9k |
| BOOTHBAY FUND MANAGEMENT, LLC | Added | +83.2k |
Biggest sellers
| BANK OF MONTREAL /CAN/ | Reduced | -1.5m |
| Alberta Investment Management Corp | Sold out | -422.5k |
| Polar Asset Management Partners Inc. | Sold out | -310.0k |
| Bastion Asset Management Inc. | Reduced | -187.8k |
| MARSHALL WACE, LLP | Reduced | -180.9k |
| CANNELL CAPITAL LLC | Reduced | -179.0k |
| CIBC Asset Management Inc | Reduced | -107.3k |
| K.J. Harrison & Partners Inc | Sold out | -52.5k |
| ENVESTNET ASSET MANAGEMENT INC | Reduced | -18.1k |
| Brevan Howard Capital Management LP | Sold out | -15.0k |
Biggest calls
| JANE STREET GROUP, LLC | New | $295.3k22.2k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $155.6k11.7k shares |
| GROUP ONE TRADING LLC | Added | $5.3k400 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| Claret Asset Management Corp 13G · institution filed 2025-02-04 | 7.5% |
| CANNELL CAPITAL LLC 13G · institution -1.0 pts · filed 2025-08-14 | 5.1% |
| BANK OF MONTREAL /CAN/ 13G · institution -4.7 pts · filed 2026-08-12 | 5.0% |
Fell to 5% or below in the last year: CIBC Asset Management Inc (4.8%, 2026-08-03), Mawer Investment Management Ltd. (3.4%, 2026-05-12), Polar Asset Management Partners Inc. (4.6%, 2026-02-17)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
None reported since 1 Apr 2026.
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| Claret Asset Management Corp 2.92% of their portfolio | 2.0m $27.1m | Reduced -10.6k |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 1.4m $18.9m | Reduced -1.5m |
| NATIONAL BANK OF CANADA /FI/ 0.02% of their portfolio | 1.4m $18.6m | Added +44.4k |
| CIBC Asset Management Inc 0.04% of their portfolio | 1.4m $18.2m | Reduced -107.3k |
| AEGIS FINANCIAL CORP 2.18% of their portfolio | 1.0m $13.8m | Unchanged |
| CANNELL CAPITAL LLC 7.28% of their portfolio | 783.7k $10.4m | Reduced -179.0k |
| MORGAN STANLEY 0.00% of their portfolio | 766.6k $10.2m | Added +574.7k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 672.0k $8.9m | Added +269.6k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 635.1k $8.4m | Added +43.2k |
| Connor, Clark & Lunn Investment Management Ltd. 0.02% of their portfolio | 604.4k $8.0m | Added +17.0k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 442.9k $5.9m | Added +190.5k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 411.8k $5.5m | Added +98.9k |
| Simcoe Capital LLC 3.19% of their portfolio | 393.9k $5.2m | Added +232.3k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 382.9k $5.1m | Added +111.3k |
| TD Waterhouse Canada Inc. 0.01% of their portfolio | 329.2k $4.3m | Added +3.7k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 269.5k $3.6m | Added +69.3k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 247.0k $3.3m | Reduced -6.5k |
| INTACT INVESTMENT MANAGEMENT INC. 0.09% of their portfolio | 244.3k $3.2m | Added +36.3k |
| Clearbridge Investments, LLC 0.00% of their portfolio | 244.1k $3.2m | Reduced -2.1k |
| Quadrature Capital Ltd 0.03% of their portfolio | 236.3k $3.1m | Added +101.2k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 229.0k $3.0m | Added +134.1k |
| Orchard Capital Management, LLC 3.30% of their portfolio | 226.5k $3.0m | Added +2.6k |
| Bastion Asset Management Inc. 1.06% of their portfolio | 213.3k $3.1m | Reduced -187.8k |
| CenterBook Partners LP 0.13% of their portfolio | 193.7k $2.6m | Added +138.7k |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC 0.31% of their portfolio | 190.1k $2.5m | Added +20.0k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 169.5k $2.3m | Added +47.8k |
| BOOTHBAY FUND MANAGEMENT, LLC 0.03% of their portfolio | 101.9k $1.4m | Added +83.2k |
| Federation des caisses Desjardins du Quebec 0.00% of their portfolio | 72.0k $955.5k | Added +6.1k |
| JB CAPITAL PARTNERS LP 0.14% of their portfolio | 70.0k $931.0k | Unchanged |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 68.2k $906.9k | Reduced -18.1k |
| RENAISSANCE GROUP LLC 0.04% of their portfolio | 65.2k $866.7k | Reduced -719 |
| PDT Partners, LLC 0.04% of their portfolio | 64.0k $851.0k | Added +15.3k |
| Point72 Asset Management, L.P. 0.00% of their portfolio | 60.5k $805.5k | Added +34.8k |
| LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio | 57.1k $759.2k | Reduced -1.0k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 55.5k $742.9k | Added +25.2k |
| OneDigital Investment Advisors LLC 0.01% of their portfolio | 54.5k $725.3k | Added +13.9k |
| Sanctuary Advisors, LLC 0.00% of their portfolio | 50.6k $672.9k | Added +5.2k |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 44.4k $590.4k | Added +25.7k |
| TD Asset Management Inc 0.00% of their portfolio | 40.8k $542.0k | Added +1.6k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 34.2k $455.3k | Added +14.0k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 34.0k $453.0k | Reduced -2.5k |
| UBS Group AG 0.00% of their portfolio | 33.3k $442.8k | Added +14.0k |
| MACKENZIE FINANCIAL CORP 0.00% of their portfolio | 28.4k $535.2k | Added +2.2k |
| Freestone Capital Holdings, LLC 0.01% of their portfolio | 27.5k $365.8k | Unchanged |
| Dynamic Technology Lab Private Ltd 0.08% of their portfolio | 27.1k $360.0k | New |
| Savant Capital, LLC 0.00% of their portfolio | 24.6k $329.0k | Added +12.3k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 23.7k $315.4k | Added +13.2k |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 0.13% of their portfolio | 23.3k $314.7k | Added +4.2k |
| MAI Capital Management 0.00% of their portfolio | 21.6k $286.7k | Unchanged |
| CIBC WORLD MARKET INC. 0.00% of their portfolio | 20.9k $278.3k | Added +3.3k |
| Trexquant Investment LP 0.00% of their portfolio | 18.3k $244.0k | New |
| MARSHALL WACE, LLP 0.00% of their portfolio | 17.8k $237.2k | Reduced -180.9k |
| Tranquility Partners, LLC 0.07% of their portfolio | 15.9k $211.8k | Added +78 |
| STEPHENS INC /AR/ 0.00% of their portfolio | 13.1k $174.4k | Unchanged |
| NATIXIS 0.00% of their portfolio | 12.7k $169.0k | Unchanged |
| Vanguard Personalized Indexing Management, LLC 0.00% of their portfolio | 11.3k $149.9k | Reduced -2.2k |
| WINTON GROUP Ltd 0.00% of their portfolio | 10.8k $143.5k | New |
| XTX Topco Ltd 0.00% of their portfolio | 10.1k $134.7k | Reduced -806 |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 4.2k $55.3k | Reduced -3.8k |
| GROUP ONE TRADING LLC 0.00% of their portfolio | 2.6k $34.9k | Unchanged |
| SIMPLEX TRADING, LLC 0.00% of their portfolio | 2.0k $26.9k | Added +1.7k |
| Lavaca Capital LLC 0.00% of their portfolio | 1.1k $14.8k | New |
| Rockefeller Capital Management L.P. 0.00% of their portfolio | 900 $12.0k | Added +600 |
| LRI Investments, LLC 0.00% of their portfolio | 619 $8.2k | Added +200 |
| CITIGROUP INC 0.00% of their portfolio | 151 $2.0k | New |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 151 $2.0k | Reduced -10 |
| BARCLAYS PLC 0.00% of their portfolio | 100 $1.3k | Reduced -118 |
| Manchester Capital Management LLC 0.00% of their portfolio | 12 $160 | Unchanged |
| Caitong International Asset Management Co., Ltd 0.00% of their portfolio | 5 $66 | New |
| WealthCollab, LLC 0.00% of their portfolio | 4 $54 | Unchanged |