North American Construction Group Ltd.
CA ˙ TSX ˙ CA6568111067
CA$ 19,67 ↑0.84 (4.46%)
2026-06-04
PREÇO DA AÇÃO
SecurityCA:NOA / North American Construction Group Ltd.
InstitutionMorgan Stanley
Latest Disclosed Ownership191,939 shares
Latest Disclosed Value $ 2,587,338
Morgan Stanley reports 44.89% increase in ownership of NOA / North American Construction Group Ltd.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 191,939 shares of North American Construction Group Ltd. (CA:NOA) valued at $3,602,695 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 132,470 shares of North American Construction Group Ltd.. This represents a change in shares of 44.89% during the quarter. The current value of the position is $3,775,440 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F NORTH AMERN CONSTR GROUP COM 656811106 191,939 59,469 44.89 2,587 35.94 0.0002
2026-05-27 2025-12-31 13F/A-1 NORTH AMERN CONSTR GROUP COM 656811106 132,470 108,634 455.76 1,904 463.02 0.0001
2026-02-13 2025-12-31 13F NORTH AMERN CONSTR GROUP COM 656811106 132,470 108,634 1,904 0.0001
2026-05-27 2025-09-30 13F/A-1 NORTH AMERN CONSTR GROUP COM 656811106 23,836 -17,941 -42.94 338 -49.33 0.0000
2025-11-14 2025-09-30 13F NORTH AMERN CONSTR GROUP COM 656811106 23,836 -17,941 338 0.0000
2025-08-15 2025-06-30 13F NORTH AMERN CONSTR GROUP COM 656811106 41,777 -5,944 -12.46 668 -11.42 0.0000
2025-05-15 2025-03-31 13F NORTH AMERN CONSTR GROUP COM 656811106 47,721 -11,985 -20.07 754 -41.63 0.0001
2025-05-15 2024-12-31 13F/A-1 NORTH AMERN CONSTR GROUP COM 656811106 59,706 -61,069 -50.56 1,290 -42.87 0.0001
2025-02-14 2024-12-31 13F NORTH AMERN CONSTR GROUP COM 656811106 59,706 -61,069 1,290 0.0001
2025-05-14 2024-09-30 13F/A-2 NORTH AMERN CONSTR GROUP COM 656811106 120,775 -130,770 -51.99 2,258 -53.43 0.0002
2025-02-14 2024-09-30 13F/A-1 NORTH AMERN CONSTR GROUP COM 656811106 120,775 -130,770 2,258 0.0002
2024-11-14 2024-09-30 13F NORTH AMERN CONSTR GROUP COM 656811106 120,775 -130,770 2,258 0.0000
2025-05-14 2024-06-30 13F/A-2 NORTH AMERN CONSTR GROUP COM 656811106 251,545 195,888 351.96 4,850 291.05 0.0004
2024-10-17 2024-06-30 13F/A-1 NORTH AMERN CONSTR GROUP COM 656811106 251,545 195,888 4,850 0.0004
2024-08-14 2024-06-30 13F NORTH AMERN CONSTR GROUP COM 656811106 251,545 195,888 4,850 0.0004
2024-10-17 2024-03-31 13F/A-2 NORTH AMERN CONSTR GROUP COM 656811106 55,657 9,779 21.32 1,240 29.71 0.0001
2024-08-16 2024-03-31 13F/A-1 NORTH AMERN CONSTR GROUP COM 656811106 55,657 9,779 1,240 0.0000
2024-05-15 2024-03-31 13F NORTH AMERN CONSTR GROUP COM 656811106 55,657 9,779 1,240 0.0001
2024-08-16 2023-12-31 13F/A-1 NORTH AMERN CONSTR GROUP COM 656811106 45,878 -44,449 -49.21 957 -51.25 0.0001
2024-02-13 2023-12-31 13F NORTH AMERN CONSTR GROUP COM 656811106 45,878 -44,449 957 0.0001
2023-11-15 2023-09-30 13F NORTH AMERN CONSTR GROUP COM 656811106 90,327 41,361 84.47 1,962 109.51 0.0002
2023-08-14 2023-06-30 13F NORTH AMERN CONSTR GROUP COM 656811106 48,966 24,542 100.48 937 129.98 0.0001
2023-05-15 2023-03-31 13F NORTH AMERN CONSTR GROUP COM 656811106 24,424 -42,719 -63.62 408 -54.63 0.0000
2023-02-14 2022-12-31 13F NORTH AMERN CONSTR GROUP COM 656811106 67,143 1,490 2.27 898 42.83 0.0001
2022-11-14 2022-09-30 13F NORTH AMERN CONSTR GROUP COM 656811106 65,653 -30,177 -31.49 628 -40.64 0.0001
2022-10-27 2022-06-30 13F/A-1 NORTH AMERN CONSTR GROUP COM 656811106 95,830 -33,113 -25.68 1,058 -43.18 0.0001
2022-08-15 2022-06-30 13F NORTH AMERN CONSTR GROUP COM 656811106 95,830 -33,113 1,058 0.0001
2022-10-27 2022-03-31 13F/A-1 NORTH AMERN CONSTR GROUP COM 656811106 128,943 21,460 19.97 1,862 14.73 0.0003
2022-05-13 2022-03-31 13F NORTH AMERN CONSTR GROUP COM 656811106 128,943 21,460 1,862 0.0003
2022-02-14 2021-12-31 13F NORTH AMERN CONSTR GROUP COM 656811106 107,483 9,284 9.45 1,623 12.32 0.0002
2021-11-15 2021-09-30 13F NORTH AMERN CONSTR GROUP COM 656811106 98,199 -62,814 -39.01 1,445 -40.88 0.0002
2021-08-23 2021-06-30 13F/A-1 NORTH AMERN CONSTR GROUP COM 656811106 161,013 -119,097 -42.52 2,444 -18.83 0.0003
2021-08-16 2021-06-30 13F NORTH AMERN CONSTR GROUP COM 656811106 161,013 -119,097 2,444 0.0001
2021-05-17 2021-03-31 13F NORTH AMERN CONSTR GROUP COM 656811106 280,110 138,910 98.38 3,011 115.84 0.0004
2021-02-16 2020-12-31 13F NORTH AMERN CONSTR GROUP COM 656811106 141,200 102,242 262.44 1,395 449.21 0.0002
2020-11-13 2020-09-30 13F NORTH AMERN CONSTR GROUP COM 656811106 38,958 -85,162 -68.61 254 -67.31 0.0000
2020-08-14 2020-06-30 13F NORTH AMERN CONSTR GROUP COM 656811106 124,120 -18,301 -12.85 777 7.47 0.0002
2020-05-26 2020-03-31 13F/A-1 NORTH AMERN CONSTR GROUP COM 656811106 142,421 -156,569 -52.37 723 -80.05 0.0002
2020-05-15 2020-03-31 13F NORTH AMERN CONSTR GROUP COM 656811106 157,770 -141,220 801 61.5335
2020-02-14 2019-12-31 13F NORTH AMERN CONSTR GROUP COM 656811106 298,990 -142,828 -32.33 3,624 -28.86 0.0008
2019-11-14 2019-09-30 13F NORTH AMERN CONSTR GROUP COM 656811106 441,818 185,873 72.62 5,094 84.23 0.0013
2019-08-14 2019-06-30 13F NORTH AMERN CONSTR GROUP COM 656811106 255,945 -101,853 -28.47 2,765 -33.61 0.0007
2019-05-15 2019-03-31 13F NORTH AMERN CONSTR GROUP COM 656811106 357,798 -49,629 -12.18 4,165 14.86 0.0012
2019-02-14 2018-12-31 13F NORTH AMERICAN CONST COM 656811106 407,427 8,529 2.14 3,626 -7.24 0.0011
2019-04-23 2018-09-30 13F/A-2 NORTH AMERICAN CONST COM 656811106 398,898 57,050 16.69 3,909 92.18 0.0010
2018-11-20 2018-09-30 13F/A-1 NORTH AMERICAN CONST COM 656811106 398,898 0 3,909 0.0010
2018-11-14 2018-09-30 13F NORTH AMERICAN CONST COM 656811106 398,898 3,909
2019-04-23 2018-06-30 13F/A-1 NORTH AMERICAN CONST COM 656811106 341,848 341,848 2,034 0.0005
2018-08-14 2018-06-30 13F NORTH AMERICAN CONST COM 656811106 341,848 2,034 0.0005
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.