CP
NOA

Cumberland Partners’s North American Construction NOA Stock Holding History

Cumberland 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
2025
Q3 		– Sell
-110,100
Closed -$1.76M – 181
2025
Q2 		$1.76M Hold
110,100
– – 0.12% 108
2025
Q1 		$1.74M Hold
110,100
– – 0.13% 107
2024
Q4 		$2.37M Hold
110,100
– – 0.17% 90
2024
Q3 		$2.06M Sell
110,100
-33,400
-23% -$631K 0.14% 96
2024
Q2 		$2.77M Hold
143,500
– – 0.2% 76
2024
Q1 		$3.19M Sell
143,500
-64,800
-31% -$1.51M 0.23% 75
2023
Q4 		$4.37M Hold
208,300
– – 0.4% 59
2023
Q3 		$4.53M Sell
208,300
-56,100
-21% -$1.27M 0.44% 51
2023
Q2 		$5.07M Hold
264,400
– – 0.46% 51
2023
Q1 		$4.4M Sell
264,400
-148,400
-36% -$2.3M 0.43% 52
2022
Q4 		$5.51M Hold
412,800
– – 0.58% 38
2022
Q3 		$3.96M Hold
412,800
– – 0.42% 52
2022
Q2 		$4.52M Buy
412,800
+50,000
+14% +$647K 0.43% 50
2022
Q1 		$5.26M Hold
362,800
– – 0.4% 60
2021
Q4 		$5.51M Hold
362,800
– – 0.39% 64
2021
Q3 		$5.28M Hold
362,800
– – 0.43% 63
2021
Q2 		$5.53M Hold
362,800
– – 0.43% 63
2021
Q1 		$3.91M Hold
362,800
– – 0.32% 73
2020
Q4 		$3.54M Sell
362,800
-145,300
-29% -$1.27M 0.32% 73
2020
Q3 		$3.3M Sell
508,100
-54,500
-10% -$364K 0.34% 72
2020
Q2 		$3.52M Buy
562,600
+7,400
+1% +$41.7K 0.36% 69
2020
Q1 		$2.77M Sell
555,200
-36,800
-6% -$350K 0.33% 68
2019
Q4 		$7.19M Buy
592,000
+14,000
+2% +$156K 0.64% 49
2019
Q3 		$6.67M Sell
578,000
-6,900
-1% -$79K 0.64% 48
2019
Q2 		$6.32M Sell
584,900
-1,500
-0.3% -$17.5K 0.61% 49
2019
Q1 		$6.81M Buy
586,400
+28,800
+5% +$319K 0.69% 46
2018
Q4 		$4.96M Sell
557,600
-184,900
-25% -$1.82M 0.56% 44
2018
Q3 		$7.24M Sell
742,500
-105,000
-12% -$774K 0.69% 38
2018
Q2 		$5.05M Buy
+847,500
New +$5.18M 0.51% 48

Other funds holding NOA

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CAM
Claret Asset Management Montreal, Quebec, Canada $837M AUM 25.51% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
AF
Aegis Financial Mc Lean, Virginia $580M AUM 105.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Cumberland Partners's NOA Position: Q3 2025 in Review

Cumberland Partners sold out of North American Construction (NOA) in Q3 2025, closing a stake of 110,100 shares — an estimated $1.76M sold.

Cumberland Partners first reported a position in NOA in Q2 2018 and held it in 29 quarters. The position peaked at $7.24M in Q3 2018. 74 funds tracked by Wall St. Rank hold NOA as of Q3 2025.

  • Cumberland Partners reported no remaining North American Construction position as of Q3 2025 after selling out during the quarter.
  • Cumberland Partners sold 110,100 North American Construction shares in Q3 2025, an estimated $1.76M.
  • Cumberland Partners first reported a position in North American Construction in Q2 2018 and held it in 29 quarters.
  • Cumberland Partners's North American Construction position peaked at $7.24M in Q3 2018.
  • 74 funds tracked by Wall St. Rank held North American Construction as of Q3 2025.

Based on Cumberland Partners's 13F filing for Q3 2025, filed 7 Nov 2025.