RENAISSANCE GROUP LLC

Position in NOA — North American Construction Group Ltd.

CIK 944234 Covington, KY

Position in NOA

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$866,734

-$21,422 QoQ

Shares Held

65,168

-1.1% QoQ

Ownership

0.242%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#31

of 70 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Energy · as of Jun 30, 2026

RENAISSANCE GROUP LLC holds $19,980,050 across 4 Oil & Gas Equipment & Services names. NOA ranks #4 (4.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SEI	Solaris Energy Infrastructure, Inc.	117,800	$9,478,188
2	FTI	TechnipFMC plc	118,112	$7,830,825
3	EFXT	Enerflex Ltd.	73,615	$1,804,303
4	NOA	North American Construction Group Ltd. This page	65,168	$866,734

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$866,734	65,168	-1.1%	Shares	Defined	2026-08-13
2026-03-31	$888,156	65,887	-2.8%	Shares	Defined	2026-05-13
2025-12-31	$973,926	67,775	+40.5%	Shares	Defined	2026-02-11
2025-09-30	$684,922	48,234	-43.6%	Shares	Defined	2025-11-05
2025-06-30	$1,367,392	85,569	-11.8%	Shares	Defined	2025-08-11
2025-03-31	$1,531,345	96,982	-15.6%	Shares	Defined	2025-05-13
2024-12-31	$2,482,535	114,879	-3.7%	Shares	Defined	2025-02-13
2024-09-30	$2,229,806	119,241	-7.7%	Shares	Defined	2024-11-12
2024-06-30	$2,490,918	129,197	+2.4%	Shares	Defined	2024-08-14
2024-03-31	$2,810,376	126,139	+3.9%	Shares	Defined	2024-04-26
2023-12-31	$2,530,856	121,384	+7.3%	Shares	Defined	2024-02-09
2023-09-30	$2,456,119	113,081	-12.9%	Shares	Defined	2023-11-13
2023-06-30	$2,484,642	129,882	+2.3%	Shares	Defined	2023-08-10
2023-03-31	$2,119,881	126,939	+3.8%	Shares	Defined	2023-05-12
2022-12-31	$1,635,257	122,308	+9.3%	Shares	Defined	2023-02-14
2022-09-30	$1,071,208	111,934	+13.1%	Shares	Defined	2022-11-14
2022-06-30	$1,092,893	98,994	—	Shares	Defined	2022-08-15
No filing history on record for this holder in this stock.