Two Sigma Investments
NOA

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

Two Sigma Investments’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 		$4.22M Buy
312,873
+64,366
+26% +$983K ﹤0.01% 2124
2025
Q4 		$3.57M Buy
248,507
+178,127
+253% +$2.54M 0.01% 2006
2025
Q3 		$999K Sell
70,380
-31,822
-31% -$463K ﹤0.01% 2571
2025
Q2 		$1.63M Buy
102,202
+24,776
+32% +$403K ﹤0.01% 1963
2025
Q1 		$1.22M Sell
77,426
-118,213
-60% -$2.19M ﹤0.01% 2057
2024
Q4 		$4.23M Buy
195,639
+97,493
+99% +$1.91M 0.01% 1206
2024
Q3 		$1.84M Buy
98,146
+17,455
+22% +$330K ﹤0.01% 1734
2024
Q2 		$1.56M Sell
80,691
-37,998
-32% -$791K ﹤0.01% 1721
2024
Q1 		$2.64M Sell
118,689
-96,261
-45% -$2.24M 0.01% 1304
2023
Q4 		$4.48M Sell
214,950
-16,912
-7% -$349K 0.01% 1054
2023
Q3 		$5.04M Buy
231,862
+64,586
+39% +$1.46M 0.01% 906
2023
Q2 		$3.2M Buy
167,276
+73,792
+79% +$1.39M 0.01% 1148
2023
Q1 		$1.56M Buy
93,484
+82,936
+786% +$1.29M ﹤0.01% 1571
2022
Q4 		$141K Buy
+10,548
New +$130K ﹤0.01% 2455
2022
Q2 		– Sell
-33,647
Closed -$486K – 2801
2022
Q1 		$486K Buy
+33,647
New +$503K ﹤0.01% 2028
2021
Q3 		– Sell
-34,362
Closed -$522K – 4548
2021
Q2 		$522K Buy
+34,362
New +$458K ﹤0.01% 3059
2019
Q4 		– Sell
-27,743
Closed -$320K – 3882
2019
Q3 		$320K Buy
27,743
+9,492
+52% +$109K ﹤0.01% 2926
2019
Q2 		$197K Buy
+18,251
New +$212K ﹤0.01% 3099
2019
Q1 		– Sell
-65,749
Closed -$585K – 3342
2018
Q4 		$585K Buy
+65,749
New +$648K ﹤0.01% 1995

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 Investments's NOA Position: Q1 2026 in Review

Two Sigma Investments increased its North American Construction (NOA) stake by 26% in Q1 2026, buying an estimated $983K and bringing the position to 312,873 shares worth $4.22M. The position accounts for ﹤0.01% of the portfolio, ranked #2124.

Two Sigma Investments first reported a position in NOA in Q4 2018 and has held it in 19 quarters since. The position peaked at $5.04M in Q3 2023. 77 funds tracked by Wall St. Rank hold NOA as of Q1 2026.

  • Two Sigma Investments held 312,873 shares of North American Construction worth $4.22M as of Q1 2026.
  • Two Sigma Investments bought 64,366 North American Construction shares in Q1 2026, an estimated $983K.
  • North American Construction made up ﹤0.01% of Two Sigma Investments's portfolio in Q1 2026, its #2124 holding.
  • Two Sigma Investments first reported a position in North American Construction in Q4 2018 and has held it in 19 quarters since.
  • Two Sigma Investments's North American Construction position peaked at $5.04M in Q3 2023.
  • 77 funds tracked by Wall St. Rank held North American Construction as of Q1 2026.

Based on Two Sigma Investments's 13F filing for Q1 2026, filed 15 May 2026.