JB Capital Partners’s North American Construction NOA Stock Holding History

JB Capital 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	$931K	Hold	70,000	–	–	0.14%	61
2026 Q1	$944K	Buy	70,000 +50,000	+250%	+$763K	0.16%	61
2025 Q4	$287K	Hold	20,000	–	–	0.05%	74
2025 Q3	$284K	Hold	20,000	–	–	0.05%	72
2025 Q2	$320K	Hold	20,000	–	–	0.06%	66
2025 Q1	$316K	Hold	20,000	–	–	0.07%	63
2024 Q4	$432K	Buy	+20,000	New	+$392K	0.08%	61

Other funds holding NOA

CAM

Claret Asset Management Montreal, Quebec, Canada $928M AUM 25.4% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Aegis Financial Mc Lean, Virginia $633M AUM 87.77% 1-Year Est. Return

Cannell Capital Alta, Wyoming $149M AUM 39.81% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

JB Capital Partners's NOA Position: Q2 2026 in Review

JB Capital Partners held its North American Construction (NOA) position steady in Q2 2026 at 70,000 shares worth $931K. The position accounts for 0.14% of the portfolio, ranked #61.

JB Capital Partners first reported a position in NOA in Q4 2024 and has held it in 7 quarters since. The position peaked at $944K in Q1 2026. 71 funds tracked by Wall St. Rank hold NOA as of Q2 2026.

JB Capital Partners held 70,000 shares of North American Construction worth $931K as of Q2 2026.
JB Capital Partners left its North American Construction share count unchanged in Q2 2026.
North American Construction made up 0.14% of JB Capital Partners's portfolio in Q2 2026, its #61 holding.
JB Capital Partners first reported a position in North American Construction in Q4 2024 and has held it in 7 quarters since.
JB Capital Partners's North American Construction position peaked at $944K in Q1 2026.
71 funds tracked by Wall St. Rank held North American Construction as of Q2 2026.

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