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 Q2	$3.01M	Buy	226,537 +2,624	+1%	+$37K	2.94%	13
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

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

Orchard Capital Management's NOA Position: Q2 2026 in Review

Orchard Capital Management increased its North American Construction (NOA) stake by 1.2% in Q2 2026, buying an estimated $37K and bringing the position to 226,537 shares worth $3.01M. The position accounts for 2.94% of the portfolio, ranked #13.

Orchard Capital Management first reported a position in NOA in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.49M in Q1 2025. 70 funds tracked by Wall St. Rank hold NOA as of Q2 2026.

Orchard Capital Management held 226,537 shares of North American Construction worth $3.01M as of Q2 2026.
Orchard Capital Management bought 2,624 North American Construction shares in Q2 2026, an estimated $37K.
North American Construction made up 2.94% of Orchard Capital Management's portfolio in Q2 2026, its #13 holding.
Orchard Capital Management first reported a position in North American Construction in Q3 2024 and has held it in 8 quarters since.
Orchard Capital Management's North American Construction position peaked at $5.49M in Q1 2025.
70 funds tracked by Wall St. Rank held North American Construction as of Q2 2026.

Based on Orchard Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.