JY
NOA

Jeff Yass’s North American Construction NOA Stock Holding History

Jeff Yass’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 		$315K Buy
23,715
+13,234
+126% +$187K ﹤0.01% 10934
2026
Q1 		$141K Sell
10,481
-25,711
-71% -$392K ﹤0.01% 12075
2025
Q4 		$520K Buy
36,192
+2,828
+8% +$40.2K ﹤0.01% 8699
2025
Q3 		$474K Buy
+33,364
New +$486K ﹤0.01% 9087
2025
Q1 		– Sell
-11,765
Closed -$254K – 13132
2024
Q4 		$254K Buy
+11,765
New +$231K ﹤0.01% 10181
2021
Q3 		– Sell
-14,608
Closed -$222K – 13289
2021
Q2 		$222K Buy
+14,608
New +$195K ﹤0.01% 11380
2019
Q1 		– Sell
-16,007
Closed -$177K – 9504
2018
Q4 		$142K Sell
16,007
-3,284
-17% -$32.3K ﹤0.01% 8027
2018
Q3 		$189K Buy
19,291
+8,414
+77% +$62K ﹤0.01% 8259
2018
Q2 		$65K Buy
+10,877
New +$66.5K ﹤0.01% 9196
2015
Q4 		– Sell
-10,304
Closed -$22K – 9777
2015
Q3 		$22K Buy
+10,304
New +$21.6K ﹤0.01% 9489
2015
Q2 		– Sell
-16,730
Closed -$49K – 10329
2015
Q1 		$49K Sell
16,730
-34,410
-67% -$100K ﹤0.01% 9153
2014
Q4 		$161K Sell
51,140
-2,188
-4% -$10.4K ﹤0.01% 8968
2014
Q3 		$343K Sell
53,328
-1,458
-3% -$10.1K ﹤0.01% 7814
2014
Q2 		$441K Sell
54,786
-7,813
-12% -$61.1K ﹤0.01% 7718
2014
Q1 		$451K Buy
+62,599
New +$392K ﹤0.01% 6903
2013
Q3 		– Sell
-27,317
Closed -$116K – 8649
2013
Q2 		$116K Buy
+27,317
New +$115K ﹤0.01% 7730

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

Jeff Yass's NOA Position: Q2 2026 in Review

Jeff Yass increased its North American Construction (NOA) stake by 126% in Q2 2026, buying an estimated $187K and bringing the position to 23,715 shares worth $315K. The position accounts for ﹤0.01% of the portfolio, ranked #10934.

Jeff Yass first reported a position in NOA in Q2 2013 and has held it in 16 quarters since. The position peaked at $520K in Q4 2025. 70 funds tracked by Wall St. Rank hold NOA as of Q2 2026.

  • Jeff Yass held 23,715 shares of North American Construction worth $315K as of Q2 2026.
  • Jeff Yass bought 13,234 North American Construction shares in Q2 2026, an estimated $187K.
  • North American Construction made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #10934 holding.
  • Jeff Yass first reported a position in North American Construction in Q2 2013 and has held it in 16 quarters since.
  • Jeff Yass's North American Construction position peaked at $520K in Q4 2025.
  • 70 funds tracked by Wall St. Rank held North American Construction as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.