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Equibles

TWO SIGMA INVESTMENTS, LP

Position in NOA — North American Construction Group Ltd.

CIK 1179392 NEW YORK, NY
Back to NOA Full portfolio

Position in NOA

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$5,477,206
+$1,259,678 QoQ
Shares Held
411,820
+31.6% QoQ
Ownership
1.53%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#12
of 70 holders
Holding Since
Jun 2021
17 quarters on record
Voting authority Sole 99% Shared 0% None 1%

Common Shares in NOA Over Time

Shares Held

Position Value (USD)

Position in Oil & Gas Equipment & Services

Energy · as of Jun 30, 2026

TWO SIGMA INVESTMENTS, LP holds $1,050,294,343 across 37 Oil & Gas Equipment & Services names. NOA ranks #19 (0.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 HAL
Halliburton Co
 6,164,070 $209,270,176
2 SEI
Solaris Energy Infrastructure, Inc.
 1,979,861 $159,299,616
3 KGS
Kodiak Gas Services, Inc.
 2,103,821 $158,060,071
4 AROC
Archrock, Inc.
 2,682,046 $109,186,092
5 NOV
NOV Inc.
 4,105,593 $76,158,750
6 FTI
TechnipFMC plc
 875,052 $58,015,947
7 AESI
Atlas Energy Solutions Inc.
 3,209,946 $53,317,203
8 EFXT
Enerflex Ltd.
 1,383,928 $33,920,075

All Filings in NOA

Export CSV
17 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $5,477,206 411,820
2026-03-31 $4,217,528 312,873
2025-12-31 $3,571,045 248,507
2025-09-30 $999,396 70,380
2025-06-30 $1,633,187 102,202
2025-03-31 $1,222,556 77,426
2024-12-31 $4,227,758 195,639
2024-09-30 $1,835,330 98,146
2024-06-30 $1,555,722 80,691
2024-03-31 $2,644,390 118,689
2023-12-31 $4,481,707 214,950
2023-09-30 $5,036,042 231,862
2023-06-30 $3,199,989 167,276
2023-03-31 $1,561,182 93,484
2022-12-31 $141,026 10,548
2022-03-31 $485,862 33,647
2021-06-30 $521,615 34,362