ALBERT D MASON INC

SEC CIK
0001169318

Holdings, Q2 2026

Positions as of Jun 30, 2026, filed Jul 22, 2026.SEC

Positions
139
+10 vs. Q1 2026
Total value
$175.98M
+$21.5M (+13.9%) vs. Q1 2026

Compare with Q1 2026: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q1 2026.

ALBERT D MASON INC holdings in Q2 2026
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
LRCXLAM RESEARCH CORP COM NEWStock20,163$8.74M4.97%−338−1.6%ReducedView
KLACKLA CORPCOM NEW27,609$8.33M4.73%+24,100+686.8%AddedView
GOOGALPHABET INC CAP STK CL CStock21,895$7.74M4.40%−86−0.4%ReducedView
NVSNOVARTIS AG SPONSORED ADRADR25,727$4.03M2.29%00.0%UnchangedView
TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADSADR7,914$3.78M2.15%−80−1.0%ReducedView
SNASNAP ON INCCOM8,922$3.59M2.04%+50+0.6%AddedView
LINLINDE PLC SHSStock6,688$3.47M1.97%+191+2.9%AddedView
HUBBHUBBELL INCCOM6,146$3.22M1.83%+709+13.0%AddedView
GWWWW GRAINGER INC COMStock2,351$3.2M1.82%+80+3.5%AddedView
TMTNFTOROMONTINDUSTRICommon/Ordinary19,369$3.15M1.79%+47+0.2%AddedView
Schneider Electric SA483410007COM9,476$3.09M1.76%00.0%Unchanged–
ITTITT INCCOM15,189$3M1.71%+52+0.3%AddedView
PACGRUPO AEROPORTUNARIO DEL PACSPON ADS B11,726$2.97M1.69%+24+0.2%AddedView
ATOATMOS ENERGY CORPCOM16,403$2.83M1.61%+3,899+31.2%AddedView
PLBCPLUMAS BANCORPCOM44,983$2.63M1.49%+190+0.4%AddedView
SKTTANGER INCCOM64,878$2.56M1.46%+495+0.8%AddedView
WTFCWINTRUST FINL CORPCOM14,761$2.37M1.35%+113+0.8%AddedView
KMIKINDER MORGAN INC DEL COMStock73,562$2.35M1.34%+1,583+2.2%AddedView
ETNEATON CORP PLC SHSStock5,146$2.19M1.25%−10.0%ReducedView
SHWSHERWIN WILLIAMS COCOM6,292$2.17M1.23%+31+0.5%AddedView
AMATAPPLIED MATLS INC COMStock2,908$2.1M1.19%−101−3.4%ReducedView
CPKCHESAPEAKE UTILS CORPCOM17,096$2.09M1.19%+4,749+38.5%AddedView
MCDMCDONALDS CORP COMStock7,745$2.09M1.19%+53+0.7%AddedView
PHPARKER-HANNIFIN CORP COMStock2,091$2.05M1.16%−1,432−40.6%ReducedView
CMICUMMINS INC COMStock2,827$2.02M1.15%+23+0.8%AddedView
AGYSAGILYSYS INCCOM18,620$1.95M1.11%+42+0.2%AddedView
ADPAUTOMATIC DATA PROCESSING INC COMStock8,680$1.94M1.10%+109+1.3%AddedView
LECOLINCOLN ELEC HLDGS INCCOM6,955$1.85M1.05%+140+2.1%AddedView
PAYXPAYCHEX INC COMStock18,759$1.84M1.05%+2,222+13.4%AddedView
NSCNORFOLK SOUTHN CORP COMStock5,814$1.83M1.04%+50+0.9%AddedView
NBISNEBIUS GROUP N.V. SHS CLASS AStock6,495$1.79M1.02%00.0%UnchangedView
Gaztransport et Technigaz SASACI07W296COM8,236$1.75M0.99%+1,353+19.7%Added–
IRMDIRADIMED CORPCOM17,193$1.64M0.93%+22+0.1%AddedView
Straumann Holdings AG715683900COM12,379$1.63M0.93%−11−0.1%Reduced–
Banco del Bajio SAACI0VM9Y9COM493,886$1.6M0.91%00.0%Unchanged–
MGYMAGNOLIA OIL & GAS CORPCL A62,227$1.59M0.90%+251+0.4%AddedView
Sabre Insurance Group PLCBYWVDP903COM684,990$1.58M0.90%00.0%Unchanged–
FBKFB FINL CORPCOM28,390$1.57M0.89%+430+1.5%AddedView
WESWESTERN MIDSTREAM PARTNERS LCOM UNIT LP INT35,672$1.56M0.89%+277+0.8%AddedView
FISVFISERV INC COMStock31,579$1.55M0.88%+176+0.6%AddedView
DOLLARAMA INC25675T107Common/Ordinary11,538$1.54M0.87%−6,051−34.4%Reduced–
TTETOTALENERGIES SEACT19,774$1.54M0.87%−1,285−6.1%ReducedView
GRMNGARMIN LTDSHS6,439$1.53M0.87%+171+2.7%AddedView
Primaris REIT74167K109COM139,909$1.51M0.86%+890+0.6%Added–
EPDENTERPRISE PRODS PARTNERS L P COMStock40,718$1.5M0.85%+251+0.6%AddedView
ETENERGY TRANSFER L PCOM UT LTD PTN77,078$1.47M0.84%+544+0.7%AddedView
CLMBCLIMB GLOBAL SOLUTIONS INCCOM62,315$1.45M0.82%+40+0.1%AddedView
GIVAUDAN SA ADR37636P108ADR16,692$1.41M0.80%00.0%Unchanged–
FASTFASTENAL CO COMStock29,108$1.4M0.79%+533+1.9%AddedView
Sparebank 1 SR-BankB40JTQ902COM69,722$1.36M0.77%+690+1.0%Added–
AAPLAPPLE INC COMStock4,657$1.35M0.77%−72−1.5%ReducedView
CMECME GROUP INCCOM6,037$1.33M0.76%+27+0.4%AddedView
NDSNNORDSON CORPCOM4,379$1.32M0.75%+46+1.1%AddedView
ATRAPTARGROUP INC COMStock10,459$1.31M0.74%+71+0.7%AddedView
ENBENBRIDGE INC COMStock24,008$1.3M0.74%+767+3.3%AddedView
EMREMERSON ELEC CO COMStock8,730$1.25M0.71%+53+0.6%AddedView
METAMETA PLATFORMS INC CL AStock2,185$1.23M0.70%+103+4.9%AddedView
TXRHTEXAS ROADHOUSE INCCOM6,302$1.22M0.69%+252+4.2%AddedView
MICHELIN CGDEBPBPJ0907COM30,199$1.16M0.66%00.0%Unchanged–
LABRADOR IRON ORE ROYALTY CORP505440107Common55,433$1.09M0.62%+2,676+5.1%Added–
GAINGLADSTONE INVT CORP COMCEF69,455$1.07M0.61%+1,519+2.2%AddedView
CHRDCHORD ENERGY CORPORATIONCOM NEW9,332$1.07M0.61%+90+1.0%AddedView
ECLECOLAB INC COMStock3,814$1.06M0.60%+6+0.2%AddedView
CVSCVS HEALTH CORP COMStock10,076$1.04M0.59%00.0%UnchangedView
GTYGETTY RLTY CORP NEWCOM30,749$1.03M0.58%+222+0.7%AddedView
BHPBHP BILLITON LIMITED SPONSORED ADSADR11,865$988.47K0.56%−77−0.6%ReducedView
DDOGDATADOG INCCL A COM3,525$917.77K0.52%−52−1.5%ReducedView
APAAPA CORPORATION COMStock27,988$911.55K0.52%+216+0.8%AddedView
MSFTMICROSOFT CORP COMStock2,411$899.48K0.51%+1,255+108.6%AddedView
TNCTENNANT COCOM9,968$872.56K0.50%+50+0.5%AddedView
Commonwealth Bank of Australia621503002COM7,565$862.13K0.49%00.0%Unchanged–
Michelin Compagnie59410T106ADR41,823$805.51K0.46%+207+0.5%Added–
AVGOBROADCOM INC COMStock2,095$791.39K0.45%−12−0.6%ReducedView
Keyera Corp.593271951COM19,104$775.43K0.44%+46+0.2%Added–
VETVERMILION ENERGY INCCOM81,878$760.57K0.43%+123+0.2%AddedView
GTBIFGreen Thumb Industries IncCOM95,290$753.74K0.43%+9,640+11.3%AddedView
TAT&T INC COMStock35,772$740.48K0.42%−20−0.1%ReducedView
CHDCHURCH & DWIGHT CO INCCOM7,180$695.64K0.40%+123+1.7%AddedView
Commonwealth Bank of Australia202712600ADR5,826$666.84K0.38%00.0%Unchanged–
ZTSZOETIS INC CL AStock9,044$649.91K0.37%+4,813+113.8%AddedView
VZVERIZON COMMUNICATIONS INC COMStock15,336$649.33K0.37%−93−0.6%ReducedView
BABAALIBABA GROUP HLDG LTD SPONSORED ADSADR6,682$641.34K0.36%+6,682NewView
NVDANVIDIA CORPORATION COMStock3,195$639.29K0.36%+8+0.3%AddedView
GILDGILEAD SCIENCES INC COMStock5,012$633.22K0.36%00.0%UnchangedView
HPEHEWLETT PACKARD ENTERPRISE CCOM13,912$627.57K0.36%+1,278+10.1%AddedView
GGGGRACO INCCOM8,106$612.93K0.35%+300+3.8%AddedView
MTDMETTLER TOLEDO INTERNATIONALCOM476$608.1K0.35%−811−63.0%ReducedView
LNGCHENIERE ENERGY INCCOM NEW2,519$602.07K0.34%00.0%UnchangedView
DMLPDORCHESTER MINERALS LPCOM UNIT23,140$584.29K0.33%+604+2.7%AddedView
SHELSHELL PLC SPON ADSADR7,471$579.3K0.33%00.0%UnchangedView
RICHELIEU HARDWARE LTD76329W103Common Stock19,381$557.01K0.32%+19,381New–
ABNBAIRBNB INC COM CL AStock3,807$544.78K0.31%+13+0.3%AddedView
CCITIGROUP INC COM NEWStock3,824$535.21K0.30%00.0%UnchangedView
CHCTCOMMUNITY HEALTHCARE TR INCCOM27,077$494.98K0.28%+429+1.6%AddedView
Gulf Keystone Petroleum LTDG4209G207COM211,075$491.59K0.28%00.0%Unchanged–
HONHONEYWELL INTL INC COMStock2,116$473.66K0.27%+2,116NewView
HONAHONEYWELL AEROSPACE INCCOM2,116$467.7K0.27%+2,116NewView
NXPINXP SEMICONDUCTORS N VCOM1,618$454.71K0.26%+224+16.1%AddedView
LUNDIN MINING CORP550372106COM17,445$424.26K0.24%00.0%Unchanged–
BMYBRISTOL-MYERS SQUIBB CO COMStock7,218$415.9K0.24%00.0%UnchangedView

Sold out since Q1 2026 (4)

Positions held at the end of Q1 2026 that are no longer in this filing.

ALBERT D MASON INC positions sold out since Q1 2026
SecurityClassShares, Q1 2026Value, Q1 2026% of portfolio, Q1 2026
PBAPEMBINA PIPELINE CORPCOM40,098$1.79M1.16%
HONHoneywell TechnologiesCOM4,196$948.44K0.61%
LKQLKQ CORPCOM7,204$211.58K0.14%
CURLFCuraleaf Holdings IncCOM75,079$160.67K0.10%

13F filings by quarter

ALBERT D MASON INC 13F filings by quarter
QuarterFiledPositionsTotal valueChangesFiling
Q2 2026Jul 22, 2026139$175.98Mvs. Q1 2026SEC
Q1 2026Apr 15, 2026129$154.48Mvs. Q4 2025SEC
Q4 2025Jan 13, 2026139$151.95Mvs. Q3 2025SEC
Q3 2025Oct 15, 2025143$153.58Mvs. Q2 2025SEC
Q2 2025Jul 29, 2025143$138.18Mvs. Q1 2025SEC
Q1 2025Apr 16, 2025144$147.1Mvs. Q4 2024SEC
Q4 2024Jan 15, 2025145$149.64Mvs. Q3 2024SEC
Q3 2024Oct 22, 2024146$156.13Mvs. Q2 2024SEC
Q2 2024Jul 16, 2024145$147.96Mvs. Q1 2024SEC
Q1 2024Apr 24, 2024156$161.72Mvs. Q4 2023SEC
Q4 2023Jan 3, 2024157$150.98Mvs. Q3 2023SEC
Q3 2023Oct 10, 2023156$138.2Mvs. Q2 2023SEC
Q2 2023Jul 25, 2023157$145.94Mvs. Q1 2023SEC
Q1 2023Apr 11, 2023156$144.21Mvs. Q4 2022SEC
Q4 2022Jan 11, 2023155$140.13Mvs. Q3 2022SEC
Q3 2022Oct 12, 2022150$124.78Mvs. Q2 2022SEC
Q2 2022Jul 12, 2022149$134.51Mvs. Q1 2022SEC
Q1 2022Apr 20, 2022154$155.45Mvs. Q4 2021SEC
Q4 2021Jan 25, 2022150$167.75Mvs. Q3 2021SEC
Q3 2021Oct 13, 2021147$155.26Mvs. Q2 2021SEC
Q2 2021Jul 14, 2021145$162.96Mvs. Q1 2021SEC
Q1 2021Apr 14, 2021145$153.16M–SEC