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
2021 Q1	–	Sell	-30,700	Closed	-$303K	–	12639
2020 Q4	$303K	Buy	30,700 +17,000	+124%	+$149K	﹤0.01%	9230
2020 Q3	$89K	Buy	+13,700	New	+$91.4K	﹤0.01%	9977
2020 Q2	–	Sell	-13,200	Closed	-$67K	–	10654
2020 Q1	$67K	Sell	13,200 -13,700	-51%	-$130K	﹤0.01%	9540
2019 Q4	$326K	Sell	26,900 -14,400	-35%	-$161K	﹤0.01%	7860
2019 Q3	$476K	Buy	41,300 +16,300	+65%	+$187K	﹤0.01%	7410
2019 Q2	$270K	Sell	25,000 -5,300	-17%	-$61.7K	﹤0.01%	8528
2019 Q1	$353K	Buy	30,300 +17,300	+133%	+$192K	﹤0.01%	6926
2018 Q4	$116K	Sell	13,000 -900	-6%	-$8.86K	﹤0.01%	8149
2018 Q3	$136K	Buy	+13,900	New	+$102K	﹤0.01%	8468

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

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.