Two Sigma Advisers
NOA

Two Sigma Advisers’s North American Construction NOA Stock Holding History

Two Sigma Advisers’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
-127,600
Closed -$1.83M – 1416
2025
Q4 		$1.83M Buy
127,600
+30,000
+31% +$427K ﹤0.01% 1224
2025
Q3 		$1.39M Sell
97,600
-19,800
-17% -$288K ﹤0.01% 1306
2025
Q2 		$1.88M Sell
117,400
-6,700
-5% -$109K ﹤0.01% 1151
2025
Q1 		$1.96M Sell
124,100
-42,600
-26% -$788K ﹤0.01% 1165
2024
Q4 		$3.6M Buy
166,700
+13,700
+9% +$268K 0.01% 850
2024
Q3 		$2.86M Buy
153,000
+53,100
+53% +$1M 0.01% 912
2024
Q2 		$1.93M Buy
99,900
+8,600
+9% +$179K ﹤0.01% 1211
2024
Q1 		$2.03M Sell
91,300
-29,600
-24% -$689K ﹤0.01% 1211
2023
Q4 		$2.52M Sell
120,900
-1,800
-1% -$37.1K 0.01% 1156
2023
Q3 		$2.67M Buy
122,700
+42,400
+53% +$958K 0.01% 1042
2023
Q2 		$1.54M Buy
80,300
+42,800
+114% +$803K ﹤0.01% 1338
2023
Q1 		$626K Buy
+37,500
New +$582K ﹤0.01% 1849
2021
Q3 		– Sell
-11,100
Closed -$168K – 2605
2021
Q2 		$168K Buy
+11,100
New +$148K ﹤0.01% 2290
2020
Q4 		– Sell
-17,100
Closed -$111K – 2520
2020
Q3 		$111K Sell
17,100
-12,800
-43% -$85.4K ﹤0.01% 2262
2020
Q2 		$187K Buy
29,900
+600
+2% +$3.38K ﹤0.01% 2262
2020
Q1 		$149K Sell
29,300
-5,814
-17% -$55.4K ﹤0.01% 2242
2019
Q4 		$426K Sell
35,114
-14,786
-30% -$165K ﹤0.01% 1938
2019
Q3 		$575K Sell
49,900
-3,400
-6% -$38.9K ﹤0.01% 1663
2019
Q2 		$576K Buy
53,300
+16,100
+43% +$187K ﹤0.01% 1754
2019
Q1 		$433K Sell
37,200
-200
-0.5% -$2.21K ﹤0.01% 1846
2018
Q4 		$333K Buy
+37,400
New +$368K ﹤0.01% 1940

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 $928M AUM 25.4% 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

Two Sigma Advisers's NOA Position: Q1 2026 in Review

Two Sigma Advisers sold out of North American Construction (NOA) in Q1 2026, closing a stake of 127,600 shares — an estimated $1.83M sold.

Two Sigma Advisers first reported a position in NOA in Q4 2018 and held it in 21 quarters. The position peaked at $3.6M in Q4 2024. 77 funds tracked by Wall St. Rank hold NOA as of Q1 2026.

  • Two Sigma Advisers reported no remaining North American Construction position as of Q1 2026 after selling out during the quarter.
  • Two Sigma Advisers sold 127,600 North American Construction shares in Q1 2026, an estimated $1.83M.
  • Two Sigma Advisers first reported a position in North American Construction in Q4 2018 and held it in 21 quarters.
  • Two Sigma Advisers's North American Construction position peaked at $3.6M in Q4 2024.
  • 77 funds tracked by Wall St. Rank held North American Construction as of Q1 2026.

Based on Two Sigma Advisers's 13F filing for Q1 2026.