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Holders — by stockHoldings — by fund

ALBERT D MASON INC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001169318

$176.0M

disclosed book value

139

positions

5%

largest position share

Positions, as of 2026-06-30

top 100 of 139 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1LRCXLam Research Corp.20,163$8.7M5%
2KLACKLA Corp.27,609$8.3M4.7%
3GOOGAlphabet Inc. Class C21,895$7.7M4.4%
4NVSNovartis AG ADR25,727$4.0M2.3%
5TSMTaiwan Semiconductor Manufactu7,914$3.8M2.1%
6SNASnap-on Inc.8,922$3.6M2%
7Linde PLC6,688$3.5M2%
8HUBBHubbell Inc.6,146$3.2M1.8%
9GWWW.W. Grainger, Inc.2,351$3.2M1.8%
10TMTNFToromont Industries Ltd.19,369$3.2M1.8%
11Schneider Electric SA9,476$3.1M1.8%
12ITTITT Corp.15,189$3.0M1.7%
13PACGrupo Aeroportuario Del Pacifi11,726$3.0M1.7%
14ATOAtmos Energy Corp.16,403$2.8M1.6%
15PLBCPlumas Bancorp44,983$2.6M1.5%
16SKTTanger Factory Outlet Centers,64,878$2.6M1.5%
17WTFCWintrust Financial Corp.14,761$2.4M1.3%
18KMIKinder Morgan, Inc.73,562$2.4M1.3%
19Eaton Corp. PLC5,146$2.2M1.2%
20SHWSherwin-Williams Co.6,292$2.2M1.2%
21AMATApplied Material, Inc.2,908$2.1M1.2%
22CPKChesapeake Utilities Corp.17,096$2.1M1.2%
23MCDMcDonald's Corp.7,745$2.1M1.2%
24PHParker Hannifin Corp.2,091$2.0M1.2%
25CMICummins Inc.2,827$2.0M1.1%
26AGYSAgilysys, Inc.18,620$1.9M1.1%
27ADPAutomatic Data Processing, Inc8,680$1.9M1.1%
28LECOLincoln Electric Holdings, Inc6,955$1.8M1%
29PAYXPaychex, Inc.18,759$1.8M1%
30NSCNorfolk & Southern Corp.5,814$1.8M1%
31Nebius Group NV6,495$1.8M1%
32Gaztransport et Technigaz SAS8,236$1.7M1%
33IRMDIRadimed Corp.17,193$1.6M0.9%
34Straumann Holdings AG12,379$1.6M0.9%
35Banco del Bajio SA493,886$1.6M0.9%
36MGYMagnolia Oil & Gas Corp.62,227$1.6M0.9%
37Sabre Insurance Group PLC684,990$1.6M0.9%
38FBKFB Financial Corp.28,390$1.6M0.9%
39WESWestern Midstream Partners, LP35,672$1.6M0.9%
40FISVFiserv Inc.31,579$1.5M0.9%
41DLMAFDollarama Inc.11,538$1.5M0.9%
42TotalEnergies SE ADR19,774$1.5M0.9%
43Garmin LTD6,439$1.5M0.9%
44PMREFPrimaris REIT139,909$1.5M0.9%
45EPDEnterprise Products Partners L40,718$1.5M0.9%
46ETEnergy Transfer LP77,078$1.5M0.8%
47CLMBClimb Global Solutions Inc.62,315$1.4M0.8%
48GVDNYGivaudan SA ADR16,692$1.4M0.8%
49FASTFastenal Co.29,108$1.4M0.8%
50Sparebank 1 SR-Bank69,722$1.4M0.8%
51AAPLApple Inc.4,657$1.3M0.8%
52CMECME Group Inc.6,037$1.3M0.8%
53NDSNNordson Corp.4,379$1.3M0.8%
54ATRAptarGroup, Inc.10,459$1.3M0.7%
55ENBEnbridge Inc.24,008$1.3M0.7%
56EMREmerson Electric Co.8,730$1.2M0.7%
57METAMeta Platforms, Inc.2,185$1.2M0.7%
58TXRHTexas Roadhouse, Inc.6,302$1.2M0.7%
59Compagnie Michelin30,199$1.2M0.7%
60LIFZFLabrador Iron Ore Royalty Corp55,433$1.1M0.6%
61GAINGladstone Investment Corp.69,455$1.1M0.6%
62CHRDChord Energy Corp.9,332$1.1M0.6%
63ECLEcolab, Inc.3,814$1.1M0.6%
64CVSCVS Health Corp.10,076$1.0M0.6%
65GTYGetty Realty Corp.30,749$1.0M0.6%
66BHPBHP LTD ADR11,865$988,4730.6%
67DDOGDatadog, Inc.3,525$917,7690.5%
68APAAPA Corp.27,988$911,5530.5%
69MSFTMicrosoft Corp.2,411$899,4750.5%
70TNCTennant Co.9,968$872,5630.5%
71Commonwealth Bank of Australia7,565$862,1320.5%
72MGDDYMichelin ADR41,823$805,5110.5%
73AVGOBroadcom Inc.2,095$791,3860.4%
74Keyera Corp.19,104$775,4310.4%
75VETVermilion Energy Trust81,878$760,5650.4%
76GTBIFGreen Thumb Industries Inc.95,290$753,7440.4%
77TAT&T Inc.35,772$740,4800.4%
78CHDChurch & Dwight Company, Inc.7,180$695,6410.4%
79CMWAYCommonwealth Bank of Australia5,826$666,8440.4%
80ZTSZoetis Inc.9,044$649,9140.4%
81VZVerizon Communications Inc.15,336$649,3260.4%
82BABAAlibaba Group Holding Ltd. ADS6,682$641,3380.4%
83NVDANVIDIA Corp.3,195$639,2880.4%
84GILDGilead Sciences Inc5,012$633,2160.4%
85HPEHewlett Packard Enterprise Com13,912$627,5700.4%
86GGGGraco Inc.8,106$612,9280.3%
87MTDMettler-Toledo International,476$608,0950.3%
88LNGCheniere Energy, Inc.2,519$602,0660.3%
89DMLPDorchester Minerals LP23,140$584,2850.3%
90SHELShell PLC ADR7,471$579,3010.3%
91Richelieu Hardware Ltd.19,381$557,0100.3%
92ABNBAirbnb Inc.3,807$544,7820.3%
93CCitigroup Inc.3,824$535,2070.3%
94CHCTCommunity Healthcare Trust Inc27,077$494,9750.3%
95Gulf Keystone Petroleum LTD211,075$491,5870.3%
96HONHoneywell International Inc.2,116$473,6600.3%
97HONAHoneywell Aerospace Inc.2,116$467,6950.3%
98NXP Semiconductors N.V.1,618$454,7070.3%
99LUNMFLundin Mining Corporation17,445$424,2620.2%
100BMYBristol Myers Squibb Co.7,218$415,9010.2%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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