North American Construction (NOA) Institutional Buying & Selling Tracker (Q2 2026)

NOA ranks #5307 out of 37501 tracked stocks by institutional interest, inside the more closely watched half of our coverage.

NOA is a top-conviction position for Cannell Capital LLC — at 7.0% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in NOA belongs to Claret Asset Management Corp, but the position matters far more to Cannell Capital LLC, who has 7.0% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Morgan Stanley has added to its NOA position for two straight quarters, increasing it by $8.3M to reach $10.2M today.

Bank Of Montreal /can/ has trimmed its NOA position for two straight quarters, cutting it by $21.3M while still holding $18.9M.

NOA is up 0.3% today, and institutions have been net buyers of $4.2M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

NOA reported a net loss of $7.5M in its latest fiscal year.

• Not yet profitable — net loss of $7.5M in the latest fiscal year
• Revenue declined 40.4% year over year
• Net income declined year over year, from -$1.2M to -$7.5M
• Generated $77.1M in positive operating cash flow
• Current ratio of 1.27x — below the conventional 1.5x liquidity buffer
• Liabilities run 1.10x equity — within a conventional range