ALBERT D MASON INC

Holdings as of 2026-06-30, filed 2026-07-22

This is history, not a current position. These holdings describe 2026-06-30, and the report became public 22 days later. The portfolio has changed since.

Aggregates

computed from the positions below
Positions reported
139
Value reported by manager
$176M
Sum of our stored positions
$176M
should match the line above
Disclosure lag
22 d
quarter end to filing
Top 5 concentration
18.5%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls

Positions

139 largest shown
IssuerClassValueSharesTypeCUSIP
Lam Research Corp.COM$8.7M20,163512807306
KLA Corp.COM$8.3M27,609482480100
Alphabet Inc. Class CCOM$7.7M21,89502079K107
Novartis AG ADRADR$4M25,72766987V109
Taiwan Semiconductor ManufactuADR$3.8M7,914874039100
Snap-on Inc.COM$3.6M8,922833034101
Linde PLCCOM$3.5M6,688G54950103
Hubbell Inc.COM$3.2M6,146443510607
W.W. Grainger, Inc.COM$3.2M2,351384802104
Toromont Industries Ltd.COM$3.2M19,369891102105
Schneider Electric SACOM$3.1M9,476483410007
ITT Corp.COM$3M15,18945073V108
Grupo Aeroportuario Del PacifiADR$3M11,726400506101
Atmos Energy Corp.COM$2.8M16,403049560105
Plumas BancorpCOM$2.6M44,983729273102
Tanger Factory Outlet Centers,COM$2.6M64,878875465106
Wintrust Financial Corp.COM$2.4M14,76197650W108
Kinder Morgan, Inc.COM$2.4M73,56249456B101
Eaton Corp. PLCCOM$2.2M5,146G29183103
Sherwin-Williams Co.COM$2.2M6,292824348106
Applied Material, Inc.COM$2.1M2,908038222105
Chesapeake Utilities Corp.COM$2.1M17,096165303108
McDonald's Corp.COM$2.1M7,745580135101
Parker Hannifin Corp.COM$2M2,091701094104
Cummins Inc.COM$2M2,827231021106
Agilysys, Inc.COM$1.9M18,62000847J105
Automatic Data Processing, IncCOM$1.9M8,680053015103
Lincoln Electric Holdings, IncCOM$1.8M6,955533900106
Paychex, Inc.COM$1.8M18,759704326107
Norfolk & Southern Corp.COM$1.8M5,814655844108
Nebius Group NVCOM$1.8M6,495N97284108
Gaztransport et Technigaz SASCOM$1.7M8,236ACI07W296
IRadimed Corp.COM$1.6M17,19346266A109
Straumann Holdings AGCOM$1.6M12,379715683900
Banco del Bajio SACOM$1.6M493,886ACI0VM9Y9
Magnolia Oil & Gas Corp.COM$1.6M62,227559663109
Sabre Insurance Group PLCCOM$1.6M684,990BYWVDP903
FB Financial Corp.COM$1.6M28,39030257X104
Western Midstream Partners, LPUNIT LTD PARTN$1.6M35,672958669103
Fiserv Inc.COM$1.5M31,579337738108
Dollarama Inc.COM$1.5M11,53825675T107
TotalEnergies SE ADRADR$1.5M19,774F92124100
Garmin LTDCOM$1.5M6,439H2906T109
Primaris REITCOM$1.5M139,90974167K109
Enterprise Products Partners LUNIT LTD PARTN$1.5M40,718293792107
Energy Transfer LPUNIT LTD PARTN$1.5M77,07829273V100
Climb Global Solutions Inc.COM$1.4M62,315946760105
Givaudan SA ADRADR$1.4M16,69237636P108
Fastenal Co.COM$1.4M29,108311900104
Sparebank 1 SR-BankCOM$1.4M69,722B40JTQ902
Apple Inc.COM$1.3M4,657037833100
CME Group Inc.COM$1.3M6,03712572Q105
Nordson Corp.COM$1.3M4,379655663102
AptarGroup, Inc.COM$1.3M10,459038336103
Enbridge Inc.COM$1.3M24,00829250N105
Emerson Electric Co.COM$1.2M8,730291011104
Meta Platforms, Inc.COM$1.2M2,18530303M102
Texas Roadhouse, Inc.COM$1.2M6,302882681109
Compagnie MichelinCOM$1.2M30,199BPBPJ0907
Labrador Iron Ore Royalty CorpCOM$1.1M55,433505440107
Gladstone Investment Corp.COM$1.1M69,455376546107
Chord Energy Corp.COM$1.1M9,332674215207
Ecolab, Inc.COM$1.1M3,814278865100
CVS Health Corp.COM$1M10,076126650100
Getty Realty Corp.COM$1M30,749374297109
BHP LTD ADRADR$988.5K11,865088606108
Datadog, Inc.COM$917.8K3,52523804L103
APA Corp.COM$911.6K27,98803743Q108
Microsoft Corp.COM$899.5K2,411594918104
Tennant Co.COM$872.6K9,968880345103
Commonwealth Bank of AustraliaCOM$862.1K7,565621503002
Michelin ADRADR$805.5K41,82359410T106
Broadcom Inc.COM$791.4K2,09511135F101
Keyera Corp.COM$775.4K19,104593271951
Vermilion Energy TrustCOM$760.6K81,878923725105
Green Thumb Industries Inc.COM$753.7K95,29039342L108
AT&T Inc.COM$740.5K35,77200206R102
Church & Dwight Company, Inc.COM$695.6K7,180171340102
Commonwealth Bank of AustraliaCOM$666.8K5,826202712600
Zoetis Inc.COM$649.9K9,04498978V103
Verizon Communications Inc.COM$649.3K15,33692343V104
Alibaba Group Holding Ltd. ADSADR$641.3K6,68201609W102
NVIDIA Corp.COM$639.3K3,19567066G104
Gilead Sciences IncCOM$633.2K5,012375558103
Hewlett Packard Enterprise ComCOM$627.6K13,91242824C109
Graco Inc.COM$612.9K8,106384109104
Mettler-Toledo International,COM$608.1K476592688105
Cheniere Energy, Inc.COM$602.1K2,51916411R208
Dorchester Minerals LPUNIT LTD PARTN$584.3K23,14025820R105
Shell PLC ADRADR$579.3K7,471780259305
Richelieu Hardware Ltd.COM$557K19,38176329W103
Airbnb Inc.COM$544.8K3,807009066101
Citigroup Inc.COM$535.2K3,824172967424
Community Healthcare Trust IncCOM$495K27,07720369C106
Gulf Keystone Petroleum LTDCOM$491.6K211,075G4209G207
Honeywell International Inc.COM$473.7K2,116438516205
Honeywell Aerospace Inc.COM$467.7K2,11643849R105
NXP Semiconductors N.V.COM$454.7K1,618N6596X109
Lundin Mining CorporationCOM$424.3K17,445550372106
Bristol Myers Squibb Co.COM$415.9K7,218110122108
Archer Daniels MidlandCOM$402.8K5,272039483102
Trulieve Cannabis CorpCOM$385.4K39,20389788C104
Viatris Inc.COM$379K23,86692556V106
MGM Resorts InternationalCOM$350.6K7,333552953101
Omnicom GroupCOM$347.3K4,769681919106
National Health Investors, IncCOM$342.3K4,48963633D104
Sirius XM HoldingsCOM$339.2K11,482829933100
Siemens AktiengesellschaftCOM$327.9K2,038826197501
Public StorageCOM$313.9K98674460D109
VeriSign, Inc.COM$309.2K1,22992343E102
Alphabet Inc. Class ACOM$308.8K86402079K305
CF Industries Holdings, Inc.COM$307.7K2,842125269100
ONEOK Inc.COM$301.5K3,468682680103
Treatt PLCCOM$294.7K72,963G9026D113
U.S. BancorpCOM$291.2K4,822902973304
Curaleaf Holdings, Inc.COM$270.3K25,00923126M300
Cal-Maine Foods Inc.COM$269.4K3,344128030202
PayPal Holdings, Inc.COM$269K6,23070450Y103
United Health Group IncorporatCOM$266.4K64191324P102
Zoom Communications Inc.COM$265K3,07098980L101
Ametek, Inc.COM$262.3K1,084031100100
Global Partners LPUNIT LTD PARTN$255.6K5,48737946R109
Huntington Ingalls Industries,COM$251.1K897446413106
Flowserve Corp.COM$246.9K3,32934354P105
Visa Inc.COM$245.3K71592826C839
Precinct Properties New ZealanCOM$239.7K405,912Q7740Q104
National Retail PropertiesCOM$236K5,071637417106
D.R. Horton, Inc.COM$221.4K1,35923331A109
Sandoz Group AGADR$211.8K2,341799926100
Roche Holding AGCOM$207K4,031771195104
Cresco LabsCOM$73.1K88,03522587M106
Meren Energy Inc.COM$54.4K40,000588914101
Coats Group PLCCOM$30.4K29,376B4YZN3906
AYR Wellness Inc.COM$20112,94605475P109
Rostelecom Long Distance ADRADR$546,000778529107
Cannabist Company Holdings IncCOM$435,39013765Y103
Novolipetsk GDRADR$215,295B0RTNX900
Indiva LimitedCOM$0107,00045580J101
Credito Real Sofom ENRCOM$0917,094B8DST5905
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.

Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-07-22

ALBERT D MASON INC — 139 positions reported for 2026Q2 — Tapewire