Form 13-F position report

NORTH AMERN CONSTR GROUP LTD

Reported by INTACT INVESTMENT MANAGEMENT INC

Company profile Manager portfolio Source filing
NOA CUSIP 656811106 Manager CIK 0001443077
Latest reported change

Reported 244,300 shares, up 36,300 (17.5%) from the prior quarter.

Reported value 15.8%; share count 17.5% vs. the prior quarter.

Added
% of reported 13F value 0.09% This manager · Q2 2026
Shares 244,300 Quarter-end amount reported
Reported value $3,248,492 Fair value at quarter end
Consecutive quarters held 11 Through Q2 2026

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Manager history

Quarterly position history

How this manager's reported quarter-end position changed over time.

18 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q3 2026 Added 301,300 +57,000 (23.3%) 0.11% $3,629,024 2026-11-03
Q2 2026 Added 244,300 +36,300 (17.5%) 0.09% $3,248,492 2026-07-20
Q1 2026 Added 208,000 +91,000 (77.8%) 0.08% $2,805,720 2026-05-08
Q4 2025 Added 117,000 +92,000 (368.0%) 0.05% $1,684,336 2026-02-02
Q3 2025 Reduced 25,000 -208,600 (-89.3%) 0.01% $355,179 2025-10-31
Q2 2025 Added 233,600 +55,600 (31.2%) 0.13% $3,736,845 2025-08-14
Q1 2025 Added 178,000 +600 (0.3%) 0.1% $2,806,978 2025-04-22
Q4 2024 Added 177,400 +9,400 (5.6%) 0.13% $3,822,802 2025-02-10
Q3 2024 Reduced 168,000 -45,300 (-21.2%) 0.1% $3,141,731 2024-10-29
Q2 2024 Added 213,300 +40,900 (23.7%) 0.15% $4,112,596 2024-07-30
Q1 2024 Reduced 172,400 -15,200 (-8.1%) 0.15% $3,833,657 2024-05-03
Q4 2023 New 187,600 +187,600 (0.0%) 0.16% $3,914,823 2024-02-05
Q1 2023 Reduced 0 -130,167 (-100.0%) 0 $0 2023-05-12
Q4 2022 Reduced 130,167 -93,000 (-41.7%) 0.08% $1,738,124 2023-02-14
Q3 2022 Added 223,167 +57,300 (34.5%) 0.1% $2,903,000 2022-11-14
Q2 2022 Reduced 165,867 -51,500 (-23.7%) 0.07% $2,339,000 2022-08-11
Q1 2022 Reduced 217,367 -19,700 (-8.3%) 0.1% $3,921,000 2022-05-16
Q4 2021 Reduced 237,067 -39,100 (-14.2%) 0.11% $4,492,000 2022-02-11
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Institutional context

Who else reported the position

82 managers reported NORTH AMERN CONSTR GROUP LTD for Q2 2026.

Manager Activity Shares Change % of reported 13F Reported value Tenure
CLARET ASSET MANAGEMENT Corp Reduced 2,036,893 -10,550 2.92% $27,087,000 33 qtrs
BANK OF MONTREAL Reduced 1,420,790 -1,470,906 < 0.01% $18,874,852 33 qtrs
NATIONAL BANK OF CANADA FI Added 1,396,384 +44,419 0.01% $18,556,464 19 qtrs
CIBC Asset Management Inc Reduced 1,354,606 -107,262 0.04% $18,166,287 31 qtrs
AEGIS FINANCIAL CORP Unchanged 1,038,177 0 2.18% $13,802,346 4 qtrs
CANNELL CAPITAL LLC Reduced 783,691 -179,040 6.99% $10,423,090 33 qtrs
MORGAN STANLEY Added 766,612 +574,673 < 0.01% $10,195,939 33 qtrs
ARROWSTREET CAPITAL LIMITED PARTNERSHIP Added 672,043 +269,630 < 0.01% $8,928,679 15 qtrs
AMERICAN CENTURY COMPANIES INC Added 635,087 +43,178 < 0.01% $8,445,437 24 qtrs
Connor Clark & Lunn Investment Management Ltd Added 604,396 +16,956 0.02% $8,029,273 15 qtrs
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Filing details and methodology As reported
Report period
June 30, 2026
Filed
July 20, 2026
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
244,300
Shared
0
None
0

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.