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North American Construction Group Ltd.

NOA Energy
$11.2 $-0.31 (-2.73%)
Market Cap: $300.93 M
Gurus Holding
2
Popularity Rank
#3434
% of Shares Held
1.14%
Net Activity (Q2 2026)
+$376,421.88

Guru Ownership Trend

Guru Analysis for North American Construction Group Ltd. (NOA)

North American Construction Group Ltd. (NOA), a key player in the Energy sector, continues to attract institutional attention.

As of Q2 2026, a total of 2 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $3.45 M.

Top institutional holders include Renaissance Technologies (RenTech) and Steven Cohen.

Institutional sentiment is currently Bullish. This is evidenced by a $376,421.88 net inflow during the quarter.

Recent activity highlights Steven Cohen who increased their stake by 135.1%. Conversely, Renaissance Technologies (RenTech) reduced exposure by 2.6%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$462,871.88
Total Buy Value
New Buys 0
Additions 1
-$86,450
Total Sell Value
Reductions 1
Sold Out 0

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
1
Net Buyers
1

FAQs for North American Construction Group Ltd. (NOA)

Major holders include Renaissance Technologies (RenTech) ($3.29 M), Steven Cohen ($805,495). According to the latest reported data, 2 tracked investment managers collectively hold approximately 307,535 shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $376,421.88, with 1 managers increasing positions and 1 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 0 fully exited NOA. The total reported sell value was $86,450.

Yes, 0 managers opened new positions in NOA, and 1 increased their existing holdings. The total reported buy value was $462,871.88.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.00% Reduce -2.6% 247,000 $3.29 M Q2 2026
0.00% Add 135.1% 60,535 $805,495 Q2 2026
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