PP
NOA

PDT Partners’s North American Construction NOA Stock Holding History

PDT Partners’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 		$851K Buy
63,988
+15,349
+32% +$217K 0.04% 341
2026
Q1 		$656K Buy
+48,639
New +$742K 0.04% 388
2025
Q2 		– Sell
-10,784
Closed -$170K – 787
2025
Q1 		$170K Sell
10,784
-4,971
-32% -$92K 0.01% 688
2024
Q4 		$340K Sell
15,755
-1,400
-8% -$27.4K 0.03% 547
2024
Q3 		$321K Buy
17,155
+5,371
+46% +$102K 0.03% 587
2024
Q2 		$227K Buy
+11,784
New +$245K 0.02% 594
2021
Q2 		– Sell
-10,772
Closed -$116K – 914
2021
Q1 		$116K Sell
10,772
-1,362
-11% -$14.6K 0.01% 734
2020
Q4 		$120K Buy
12,134
+1,085
+10% +$9.51K 0.01% 644
2020
Q3 		$72K Sell
11,049
-12,551
-53% -$83.8K ﹤0.01% 695
2020
Q2 		$148K Sell
23,600
-5,441
-19% -$30.7K 0.01% 609
2020
Q1 		$148K Buy
+29,041
New +$277K 0.01% 587
2019
Q2 		– Sell
-11,057
Closed -$128K – 447
2019
Q1 		$128K Buy
+11,057
New +$122K 0.01% 403
2015
Q1 		– Sell
-12,500
Closed -$39K – 1412
2014
Q4 		$39K Buy
+12,500
New +$59.5K ﹤0.01% 601

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

PDT Partners's NOA Position: Q2 2026 in Review

PDT Partners increased its North American Construction (NOA) stake by 32% in Q2 2026, buying an estimated $217K and bringing the position to 63,988 shares worth $851K. The position accounts for 0.04% of the portfolio, ranked #341.

PDT Partners first reported a position in NOA in Q4 2014 and has held it in 13 quarters since. 70 funds tracked by Wall St. Rank hold NOA as of Q2 2026.

  • PDT Partners held 63,988 shares of North American Construction worth $851K as of Q2 2026.
  • PDT Partners bought 15,349 North American Construction shares in Q2 2026, an estimated $217K.
  • North American Construction made up 0.04% of PDT Partners's portfolio in Q2 2026, its #341 holding.
  • PDT Partners first reported a position in North American Construction in Q4 2014 and has held it in 13 quarters since.
  • 70 funds tracked by Wall St. Rank held North American Construction as of Q2 2026.

Based on PDT Partners's 13F filing for Q2 2026, filed 14 Aug 2026.