Position in NOA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$851,040
+$195,387 QoQ
Shares Held
63,988
+31.6% QoQ
Ownership
0.238%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#32
of 70 holders
Holding Since
Mar 2020
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NOA Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026PDT Partners, LLC holds $13,003,881 across 9 Oil & Gas Equipment & Services names. NOA ranks #4 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FTI |
TechnipFMC plc
|
103,212 | $6,842,955 | |
| 2 | AESI |
Atlas Energy Solutions Inc.
|
183,871 | $3,054,097 | |
| 3 | EFXT |
Enerflex Ltd.
|
36,452 | $893,438 | |
| 4 | NOA |
North American Construction Group Ltd.
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|
63,988 | $851,040 | |
| 5 | OII |
Oceaneering International Inc
|
12,188 | $493,857 | |
| 6 | NGS |
Natural Gas Services Group Inc
|
10,075 | $434,635 | |
| 7 | AROC |
Archrock, Inc.
|
7,267 | $295,839 | |
| 8 | RES |
Rpc Inc
|
13,285 | $77,451 |
All Filings in NOA
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $851,040 | 63,988 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $655,653 | 48,639 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $170,279 | 10,784 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $340,465 | 15,755 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $320,798 | 17,155 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $227,195 | 11,784 | Shares | Sole | 2024-08-15 | |
| 2021-03-31 | $115,799 | 10,772 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $119,883 | 12,134 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $71,928 | 11,049 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $147,736 | 23,600 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $147,528 | 29,041 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||