IECM
NOA

Intrinsic Edge Capital Management’s North American Construction NOA Stock Holding History

Intrinsic Edge 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 		$2.53M Buy
190,100
+20,000
+12% +$282K 0.26% 102
2026
Q1 		$2.29M Buy
170,100
+120,100
+240% +$1.83M 0.38% 86
2025
Q4 		$719K Buy
+50,000
New +$712K 0.13% 82

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

Intrinsic Edge Capital Management's NOA Position: Q2 2026 in Review

Intrinsic Edge Capital Management increased its North American Construction (NOA) stake by 12% in Q2 2026, buying an estimated $282K and bringing the position to 190,100 shares worth $2.53M. The position accounts for 0.26% of the portfolio, ranked #102.

Intrinsic Edge Capital Management first reported a position in NOA in Q4 2025 and has held it in 3 quarters since. 70 funds tracked by Wall St. Rank hold NOA as of Q2 2026.

  • Intrinsic Edge Capital Management held 190,100 shares of North American Construction worth $2.53M as of Q2 2026.
  • Intrinsic Edge Capital Management bought 20,000 North American Construction shares in Q2 2026, an estimated $282K.
  • North American Construction made up 0.26% of Intrinsic Edge Capital Management's portfolio in Q2 2026, its #102 holding.
  • Intrinsic Edge Capital Management first reported a position in North American Construction in Q4 2025 and has held it in 3 quarters since.
  • 70 funds tracked by Wall St. Rank held North American Construction as of Q2 2026.

Based on Intrinsic Edge Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.