Jane Street’s North American Construction NOA Stock Holding History

Jane Street’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 Q1	–	Sell	-181,978	Closed	-$2.62M	–	12534
2025 Q4	$2.62M	Buy	+181,978	New	+$2.59M	﹤0.01%	4297
2025 Q2	–	Sell	-30,142	Closed	-$476K	–	10464
2025 Q1	$476K	Buy	+30,142	New	+$558K	﹤0.01%	6958
2024 Q1	–	Sell	-11,498	Closed	-$240K	–	9797
2023 Q4	$240K	Buy	+11,498	New	+$237K	﹤0.01%	7959
2023 Q1	–	Sell	-16,710	Closed	-$223K	–	9633
2022 Q4	$223K	Buy	+16,710	New	+$206K	﹤0.01%	7499
2022 Q1	–	Sell	-37,414	Closed	-$565K	–	10793
2021 Q4	$565K	Buy	+37,414	New	+$572K	﹤0.01%	7028
2021 Q3	–	Sell	-34,788	Closed	-$528K	–	10464
2021 Q2	$528K	Buy	+34,788	New	+$464K	﹤0.01%	7134
2021 Q1	–	Sell	-10,100	Closed	-$100K	–	9432
2020 Q4	$100K	Buy	+10,100	New	+$88.6K	﹤0.01%	7199
2018 Q4	–	Sell	-12,809	Closed	-$126K	–	5453
2018 Q3	$126K	Buy	+12,809	New	+$94.4K	﹤0.01%	4811
2017 Q2	–	Sell	-16,238	Closed	-$80K	–	4695
2017 Q1	$80K	Buy	+16,238	New	+$78.5K	﹤0.01%	3989

Other funds holding NOA

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

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Aegis Financial Mc Lean, Virginia $580M AUM 105.74% 1-Year Est. Return

Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

BAM

Bastion Asset Management Montreal, Canada $328M AUM 13.57% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return

Jane Street's NOA Position: Q1 2026 in Review

Jane Street sold out of North American Construction (NOA) in Q1 2026, closing a stake of 181,978 shares — an estimated $2.62M sold.

Jane Street first reported a position in NOA in Q1 2017 and held it in 9 quarters. The position peaked at $2.62M in Q4 2025. 77 funds tracked by Wall St. Rank hold NOA as of Q1 2026.

Jane Street reported no remaining North American Construction position as of Q1 2026 after selling out during the quarter.
Jane Street sold 181,978 North American Construction shares in Q1 2026, an estimated $2.62M.
Jane Street first reported a position in North American Construction in Q1 2017 and held it in 9 quarters.
Jane Street's North American Construction position peaked at $2.62M in Q4 2025.
77 funds tracked by Wall St. Rank held North American Construction as of Q1 2026.

Based on Jane Street's 13F filing for Q1 2026, filed 12 May 2026.