INTRINSIC EDGE CAPITAL MANAGEMENT LLC
Position in NOA — North American Construction Group Ltd.
CIK 1671754
CHICAGO, IL
Position in NOA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,528,330
+$235,382 QoQ
Shares Held
190,100
+11.8% QoQ
Ownership
0.706%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#25
of 70 holders
Holding Since
Dec 2025
3 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, 2026INTRINSIC EDGE CAPITAL MANAGEMENT LLC holds $2,528,330 across 1 Oil & Gas Equipment & Services name. NOA ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOA |
North American Construction Group Ltd.
This page
|
190,100 | $2,528,330 |
All Filings in NOA
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,528,330 | 190,100 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,292,948 | 170,100 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $718,500 | 50,000 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||