TIM
NOA

Timelo Investment Management’s North American Construction NOA Stock Holding History

Timelo Investment 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 		– Sell
-140,156
Closed -$2.01M – 62
2025
Q4 		$2.01M Sell
140,156
-135,300
-49% -$1.93M 0.71% 22
2025
Q3 		$3.91M Buy
275,456
+260,000
+1,682% +$3.79M 1.47% 6
2025
Q2 		$247K Buy
+15,456
New +$251K 0.33% 20

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

Timelo Investment Management's NOA Position: Q1 2026 in Review

Timelo Investment Management sold out of North American Construction (NOA) in Q1 2026, closing a stake of 140,156 shares — an estimated $2.01M sold.

Timelo Investment Management first reported a position in NOA in Q2 2025 and held it in 3 quarters. The position peaked at $3.91M in Q3 2025. 77 funds tracked by Wall St. Rank hold NOA as of Q1 2026.

  • Timelo Investment Management reported no remaining North American Construction position as of Q1 2026 after selling out during the quarter.
  • Timelo Investment Management sold 140,156 North American Construction shares in Q1 2026, an estimated $2.01M.
  • Timelo Investment Management first reported a position in North American Construction in Q2 2025 and held it in 3 quarters.
  • Timelo Investment Management's North American Construction position peaked at $3.91M in Q3 2025.
  • 77 funds tracked by Wall St. Rank held North American Construction as of Q1 2026.

Based on Timelo Investment Management's 13F filing for Q1 2026, filed 14 May 2026.