BHCM
NOA

Brevan Howard Capital Management’s North American Construction NOA Stock Holding History

Brevan Howard Capital Management’s Portfolio NOA Stock Details NOA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-15,012
Closed -$202K – 2427
2026
Q1 		$202K Sell
15,012
-4,098
-21% -$62.6K ﹤0.01% 1889
2025
Q4 		$275K Buy
+19,110
New +$272K ﹤0.01% 1415

Other funds holding NOA

CAM
Claret Asset Management Montreal, Quebec, Canada $928M AUM 25.4% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
AF
Aegis Financial Mc Lean, Virginia $633M AUM 87.77% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $149M AUM 39.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Brevan Howard Capital Management's NOA Position: Q2 2026 in Review

Brevan Howard Capital Management sold out of North American Construction (NOA) in Q2 2026, closing a stake of 15,012 shares — an estimated $202K sold.

Brevan Howard Capital Management first reported a position in NOA in Q4 2025 and held it in 2 quarters. The position peaked at $275K in Q4 2025. 70 funds tracked by Wall St. Rank hold NOA as of Q2 2026.

  • Brevan Howard Capital Management reported no remaining North American Construction position as of Q2 2026 after selling out during the quarter.
  • Brevan Howard Capital Management sold 15,012 North American Construction shares in Q2 2026, an estimated $202K.
  • Brevan Howard Capital Management first reported a position in North American Construction in Q4 2025 and held it in 2 quarters.
  • Brevan Howard Capital Management's North American Construction position peaked at $275K in Q4 2025.
  • 70 funds tracked by Wall St. Rank held North American Construction as of Q2 2026.

Based on Brevan Howard Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.