CP
NOA

CenterBook Partners’s North American Construction NOA Stock Holding History

CenterBook Partners’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 		$2.58M Buy
193,653
+138,736
+253% +$1.96M 0.13% 183
2026
Q1 		$740K Sell
54,917
-155,356
-74% -$2.37M 0.04% 403
2025
Q4 		$3.02M Buy
+210,273
New +$2.99M 0.15% 192

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

CenterBook Partners's NOA Position: Q2 2026 in Review

CenterBook Partners increased its North American Construction (NOA) stake by 253% in Q2 2026, buying an estimated $1.96M and bringing the position to 193,653 shares worth $2.58M. The position accounts for 0.13% of the portfolio, ranked #183.

CenterBook Partners first reported a position in NOA in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.02M in Q4 2025. 70 funds tracked by Wall St. Rank hold NOA as of Q2 2026.

  • CenterBook Partners held 193,653 shares of North American Construction worth $2.58M as of Q2 2026.
  • CenterBook Partners bought 138,736 North American Construction shares in Q2 2026, an estimated $1.96M.
  • North American Construction made up 0.13% of CenterBook Partners's portfolio in Q2 2026, its #183 holding.
  • CenterBook Partners first reported a position in North American Construction in Q4 2025 and has held it in 3 quarters since.
  • CenterBook Partners's North American Construction position peaked at $3.02M in Q4 2025.
  • 70 funds tracked by Wall St. Rank held North American Construction as of Q2 2026.

Based on CenterBook Partners's 13F filing for Q2 2026, filed 11 Aug 2026.