Intact Investment Management’s North American Construction NOA Stock Holding History

Intact Investment 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	$3.25M	Buy	244,300 +36,300	+17%	+$512K	0.09%	164
2026 Q1	$2.81M	Buy	208,000 +91,000	+78%	+$1.39M	0.08%	174
2025 Q4	$1.68M	Buy	117,000 +92,000	+368%	+$1.31M	0.05%	195
2025 Q3	$355K	Sell	25,000 -208,600	-89%	-$3.04M	0.01%	244
2025 Q2	$3.74M	Buy	233,600 +55,600	+31%	+$905K	0.13%	143
2025 Q1	$2.81M	Buy	178,000 +600	+0.3%	+$11.1K	0.1%	164
2024 Q4	$3.82M	Buy	177,400 +9,400	+6%	+$184K	0.13%	153
2024 Q3	$3.14M	Sell	168,000 -45,300	-21%	-$856K	0.1%	164
2024 Q2	$4.11M	Buy	213,300 +40,900	+24%	+$851K	0.15%	143
2024 Q1	$3.83M	Sell	172,400 -15,200	-8%	-$354K	0.15%	138
2023 Q4	$3.91M	Buy	+187,600	New	+$3.87M	0.16%	127
2023 Q1	–	Sell	-130,167	Closed	-$1.74M	–	265
2022 Q4	$1.74M	Sell	130,167 -93,000	-42%	-$1.15M	0.08%	159
2022 Q3	$2.9M	Buy	223,167 +57,300	+35%	+$641K	0.1%	148
2022 Q2	$2.34M	Sell	165,867 -51,500	-24%	-$666K	0.07%	158
2022 Q1	$3.92M	Sell	217,367 -19,700	-8%	-$294K	0.1%	144
2021 Q4	$4.49M	Sell	237,067 -39,100	-14%	-$597K	0.11%	140
2021 Q3	$5.07M	Hold	276,167	–	–	0.14%	121
2021 Q2	$5.2M	Buy	276,167 +48,300	+21%	+$644K	0.15%	120
2021 Q1	$3.07M	Sell	227,867 -178,700	-44%	-$1.92M	0.09%	153
2020 Q4	$5.05M	Sell	406,567 -45,000	-10%	-$395K	0.16%	114
2020 Q3	$3.89M	Sell	451,567 -97,500	-18%	-$651K	0.13%	123
2020 Q2	$4.64M	Buy	549,067 +96,100	+21%	+$542K	0.17%	104
2020 Q1	$3.19M	Buy	452,967 +146,300	+48%	+$1.39M	0.14%	117
2019 Q4	$4.81M	Hold	306,667	–	–	0.16%	109
2019 Q3	$4.63M	Sell	306,667 -4,300	-1%	-$49.2K	0.16%	106
2019 Q2	$4.37M	Buy	310,967 +86,400	+38%	+$1.01M	0.16%	107
2019 Q1	$3.46M	Buy	224,567 +19,000	+9%	+$210K	0.12%	125
2018 Q4	$2.45M	Buy	205,567 +27,800	+16%	+$274K	0.1%	137
2018 Q3	$2.22M	Sell	177,767 -64,200	-27%	-$473K	0.08%	149
2018 Q2	$1.87M	Hold	241,967	–	–	0.07%	149
2018 Q1	$1.6M	Sell	241,967 -277,000	-53%	-$1.38M	0.06%	150
2017 Q4	$3.23M	Buy	518,967 +4,400	+0.9%	+$19.3K	0.13%	93
2017 Q3	$2.73M	Buy	514,567 +95,267	+23%	+$395K	0.12%	91
2017 Q2	$2.34M	Buy	419,300 +11,700	+3%	+$54.6K	0.1%	91
2017 Q1	$2.68M	Buy	+407,600	New	+$1.97M	0.11%	90

Other funds holding NOA

Tranquility Partners Brentwood, Tennessee $291M AUM 19.25% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Intact Investment Management's NOA Position: Q2 2026 in Review

Intact Investment Management increased its North American Construction (NOA) stake by 17% in Q2 2026, buying an estimated $512K and bringing the position to 244,300 shares worth $3.25M. The position accounts for 0.09% of the portfolio, ranked #164.

Intact Investment Management first reported a position in NOA in Q1 2017 and has held it in 35 quarters since. The position peaked at $5.2M in Q2 2021. 3 funds tracked by Wall St. Rank hold NOA as of Q2 2026.

Intact Investment Management held 244,300 shares of North American Construction worth $3.25M as of Q2 2026.
Intact Investment Management bought 36,300 North American Construction shares in Q2 2026, an estimated $512K.
North American Construction made up 0.09% of Intact Investment Management's portfolio in Q2 2026, its #164 holding.
Intact Investment Management first reported a position in North American Construction in Q1 2017 and has held it in 35 quarters since.
Intact Investment Management's North American Construction position peaked at $5.2M in Q2 2021.
3 funds tracked by Wall St. Rank held North American Construction as of Q2 2026.

Based on Intact Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.