OCM
NOA

Orchard Capital Management’s North American Construction NOA Stock Holding History

Orchard Capital Management’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 		$3.02M Buy
223,913
+68,812
+44% +$1.05M 3.15% 8
2025
Q4 		$2.23M Buy
155,101
+2,963
+2% +$42.2K 1.93% 14
2025
Q3 		$2.16M Buy
152,138
+4,511
+3% +$65.7K 1.87% 14
2025
Q2 		$2.36M Sell
147,627
-200,330
-58% -$3.26M 2.61% 10
2025
Q1 		$5.49M Buy
347,957
+317,331
+1,036% +$5.87M 3.76% 11
2024
Q4 		$662K Buy
30,626
+9,800
+47% +$192K 0.26% 37
2024
Q3 		$389K Buy
+20,826
New +$394K 0.13% 42

Other funds holding NOA

Bank of Montreal
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
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
AF
Aegis Financial Mc Lean, Virginia $580M AUM 105.74% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
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

Orchard Capital Management's NOA Position: Q1 2026 in Review

Orchard Capital Management increased its North American Construction (NOA) stake by 44% in Q1 2026, buying an estimated $1.05M and bringing the position to 223,913 shares worth $3.02M. The position accounts for 3.15% of the portfolio, ranked #8.

Orchard Capital Management first reported a position in NOA in Q3 2024 and has held it in 7 quarters since. The position peaked at $5.49M in Q1 2025. 77 funds tracked by Wall St. Rank hold NOA as of Q1 2026.

  • Orchard Capital Management held 223,913 shares of North American Construction worth $3.02M as of Q1 2026.
  • Orchard Capital Management bought 68,812 North American Construction shares in Q1 2026, an estimated $1.05M.
  • North American Construction made up 3.15% of Orchard Capital Management's portfolio in Q1 2026, its #8 holding.
  • Orchard Capital Management first reported a position in North American Construction in Q3 2024 and has held it in 7 quarters since.
  • Orchard Capital Management's North American Construction position peaked at $5.49M in Q1 2025.
  • 77 funds tracked by Wall St. Rank held North American Construction as of Q1 2026.

Based on Orchard Capital Management's 13F filing for Q1 2026, filed 13 May 2026.