JO
NOA

John Overdeck’s North American Construction NOA Stock Holding History

John Overdeck’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 		$5.48M Buy
411,820
+98,947
+32% +$1.4M ﹤0.01% 2058
2026
Q1 		$4.22M Buy
312,873
+64,366
+26% +$983K ﹤0.01% 2124
2025
Q4 		$3.57M Buy
248,507
+178,127
+253% +$2.54M 0.01% 2006
2025
Q3 		$999K Sell
70,380
-31,822
-31% -$463K ﹤0.01% 2571
2025
Q2 		$1.63M Buy
102,202
+24,776
+32% +$403K ﹤0.01% 1963
2025
Q1 		$1.22M Sell
77,426
-118,213
-60% -$2.19M ﹤0.01% 2057
2024
Q4 		$4.23M Buy
195,639
+97,493
+99% +$1.91M 0.01% 1206
2024
Q3 		$1.84M Buy
98,146
+17,455
+22% +$330K ﹤0.01% 1734
2024
Q2 		$1.56M Sell
80,691
-37,998
-32% -$791K ﹤0.01% 1721
2024
Q1 		$2.64M Sell
118,689
-96,261
-45% -$2.24M 0.01% 1304
2023
Q4 		$4.48M Sell
214,950
-16,912
-7% -$349K 0.01% 1054
2023
Q3 		$5.04M Buy
231,862
+64,586
+39% +$1.46M 0.01% 906
2023
Q2 		$3.2M Buy
167,276
+73,792
+79% +$1.39M 0.01% 1148
2023
Q1 		$1.56M Buy
93,484
+82,936
+786% +$1.29M ﹤0.01% 1571
2022
Q4 		$141K Buy
+10,548
New +$130K ﹤0.01% 2455
2022
Q2 		– Sell
-33,647
Closed -$486K – 2801
2022
Q1 		$486K Buy
+33,647
New +$503K ﹤0.01% 2028
2021
Q3 		– Sell
-34,362
Closed -$522K – 4548
2021
Q2 		$522K Buy
+34,362
New +$458K ﹤0.01% 3059
2019
Q4 		– Sell
-27,743
Closed -$320K – 3882
2019
Q3 		$320K Buy
27,743
+9,492
+52% +$109K ﹤0.01% 2926
2019
Q2 		$197K Buy
+18,251
New +$212K ﹤0.01% 3099
2019
Q1 		– Sell
-65,749
Closed -$585K – 3342
2018
Q4 		$585K Buy
+65,749
New +$648K ﹤0.01% 1995

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

John Overdeck's NOA Position: Q2 2026 in Review

John Overdeck increased its North American Construction (NOA) stake by 32% in Q2 2026, buying an estimated $1.4M and bringing the position to 411,820 shares worth $5.48M. The position accounts for ﹤0.01% of the portfolio, ranked #2058.

John Overdeck first reported a position in NOA in Q4 2018 and has held it in 20 quarters since. 70 funds tracked by Wall St. Rank hold NOA as of Q2 2026.

  • John Overdeck held 411,820 shares of North American Construction worth $5.48M as of Q2 2026.
  • John Overdeck bought 98,947 North American Construction shares in Q2 2026, an estimated $1.4M.
  • North American Construction made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #2058 holding.
  • John Overdeck first reported a position in North American Construction in Q4 2018 and has held it in 20 quarters since.
  • 70 funds tracked by Wall St. Rank held North American Construction as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.