13F

NOA NORTH AMERICAN CONSTRUCTION

2026Q1 · CUSIP 656811106

⚪ Neutral · No signal
Holders
76
Δ holders QoQ
-4
Breadth percentile
Top 76%
Whale holders
45
Δ whales
-2
Inst. holding value
$229M
New positions
12
Closed positions
16
Price momentum (1Q)
-3.3%
Put / Call
1/0

Breadth history (34 quarters)

2018Q2: Δ+32 · h=34 2018Q3: Δ+18 · h=52 2018Q4: Δ+6 · h=58 2019Q1: Δ+7 · h=65 2019Q2: Δ-2 · h=63 2019Q3: Δ+8 · h=71 2019Q4: Δ-4 · h=67 2020Q1: Δ-2 · h=65 2020Q2: Δ-9 · h=56 2020Q3: Δ-6 · h=50 2020Q4: Δ+6 · h=56 2021Q1: Δ+5 · h=61 2021Q2: Δ+9 · h=70 2021Q3: Δ-11 · h=59 2021Q4: Δ+8 · h=67 2022Q1: Δ+0 · h=67 2022Q2: Δ-7 · h=60 2022Q3: Δ-3 · h=57 2022Q4: Δ+5 · h=62 2023Q1: Δ+12 · h=74 2023Q2: Δ+12 · h=86 2023Q3: Δ+6 · h=92 2023Q4: Δ+3 · h=95 2024Q1: Δ-6 · h=89 2024Q2: Δ-2 · h=87 2024Q3: Δ-4 · h=83 2024Q4: Δ+6 · h=89 2025Q1: Δ-3 · h=86 2025Q2: Δ-9 · h=77 2025Q3: Δ-4 · h=73 2025Q4: Δ+7 · h=80 2026Q1: Δ-4 · h=76 2018Q2: holders=34 2018Q3: holders=52 2018Q4: holders=58 2019Q1: holders=65 2019Q2: holders=63 2019Q3: holders=71 2019Q4: holders=67 2020Q1: holders=65 2020Q2: holders=56 2020Q3: holders=50 2020Q4: holders=56 2021Q1: holders=61 2021Q2: holders=70 2021Q3: holders=59 2021Q4: holders=67 2022Q1: holders=67 2022Q2: holders=60 2022Q3: holders=57 2022Q4: holders=62 2023Q1: holders=74 2023Q2: holders=86 2023Q3: holders=92 2023Q4: holders=95 2024Q1: holders=89 2024Q2: holders=87 2024Q3: holders=83 2024Q4: holders=89 2025Q1: holders=86 2025Q2: holders=77 2025Q3: holders=73 2025Q4: holders=80 2026Q1: holders=76 -32 -16 +0 +16 +32 3065100 18Q219Q220Q221Q222Q223Q224Q225Q226Q1 Δ holders (bar) Holders (line)

Past Lit Events & Aftermath 4 lit events

Period Percentile Next-1Q return Next-2Q return
2023Q2 Top 18% -15.4% +2.2%
2023Q1 Top 14% +22.7% +5.5%
2018Q3 Top 12% +17.4% +19.2%
2018Q2 Top 5%
Put holders / Call holders: 1 / 0