Fund HoldingsALBERT D MASON INC

Total Portfolio Value
$147.10M
Total Bought
$16.74M
Total Sold
$12.95M
Net Transaction
+$3.79M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
Novartis AG ADR(NVS)026,028+26,02802,9021.97%+2,902
CME Group Inc.(CME)05,973+5,97301,5851.08%+1,585
Toromont Industries Ltd.(TMTNF)020,026+20,02601,5681.07%+1,568
Plumas Bancorp7,47933,979+26,5003531,4701.00%+1,117
Meta Platforms, Inc.(META)3,4284,539+1,1112,0072,6161.78%+609
Eaton Corp. PLC(ETN)2,4695,233+2,7648191,4230.97%+603
Grupo Aeroportuario Del Pacifi(PAC)013,416+13,41602,4891.69%+2,489
LKQ Corp.(LKQ)42,15145,156+3,0051,5491,9211.31%+372
VeriSign, Inc.01,266+1,26603210.22%+321
CVS Health Corp.(CVS)010,160+10,16006880.47%+688
Archer Daniels Midland05,269+5,26902530.17%+253
TotalEnergies SE ADR(TTE)020,838+20,83801,3480.92%+1,348
Siemens Aktiengesellschaft02,100+2,10002420.16%+242
Chord Energy Corporation(CHRD)5,5437,893+2,3506488900.60%+242
AT&T Inc.(T)35,48436,713+1,2298081,0380.71%+230
Sparebank 1 SR-Bank70,05670,05609031,1300.77%+228
McDonald's Corp.(MCD)7,6407,803+1632,2152,4371.66%+222
KLA Corp.(KLAC)3,6713,730+592,3132,5351.72%+222
NXP Semiconductors N.V.
COM
01,159+1,15902200.15%+220
Dollarama Inc.18,46018,806+3461,8022,0121.37%+210
Linde PLC(LIN)06,115+6,11502,8471.94%+2,847
Atmos Energy Corp.(ATO)9,86510,053+1881,3741,5541.06%+180
ONE Gas, Inc.(OGS)022,744+22,74401,7191.17%+1,719
Pembina Pipeline Corp.(PBA)043,073+43,07301,7241.17%+1,724
Gulf Keystone Petroleum LTD217,053217,05303965440.37%+148
Magnolia Oil & Gas Corp.(MGY)61,49762,547+1,0501,4381,5801.07%+142
Fastenal Co.(FAST)018,674+18,67401,4480.98%+1,448
Fiserv Inc.(FISV)015,625+15,62503,4502.35%+3,450
Cheniere Energy, Inc.(LNG)2,0842,460+3764485690.39%+121
Lundin Mining Corporation014,851+14,85101200.08%+120
Chesapeake Utilities Corp.(CPK)12,57612,804+2281,5261,6441.12%+118
Sherwin-Williams Co.(SHW)06,499+6,49902,2691.54%+2,269
National Grid PLC ADS(NGG)016,087+16,08701,0550.72%+1,055
Enterprise Products Partners L(EPD)39,46639,062-4041,2381,3340.91%+96
Garmin LTD(GRMN)06,226+6,22601,3520.92%+1,352
Banco del Bajio SA0495,689+495,68901,0800.73%+1,080
Ecolab, Inc.(ECL)2,5902,741+1516076950.47%+88
Lincoln Electric Holdings, Inc(LECO)6,3906,786+3961,1981,2840.87%+86
National Health Investors, Inc(NHI)3,5584,459+9012473290.22%+83
Church & Dwight Company, Inc.(CHD)8,3698,653+2848769530.65%+76
Fidelity National Financial, I(FNF)10,98210,616-3666176910.47%+74
Verizon Communications Inc.(VZ)014,137+14,13706410.44%+641
Gilead Sciences Inc(GILD)5,8745,464-4105436120.42%+70
Enbridge Inc.(ENB)22,64523,210+5659611,0280.70%+68
Kinder Morgan, Inc.(KMI)73,84973,281-5682,0232,0911.42%+67
Shell PLC ADR(SHEL)7,7417,391-3504855420.37%+57
Compagnie Michelin024,856+24,85608710.59%+871
Citigroup Inc.(C)2,9603,662+7022082600.18%+52
3M Co.(MMM)2,7442,74403544030.27%+49
Lam Research Corp.(LRCX)20,44920,872+4231,4771,5171.03%+40
Michelin ADR15,76116,911+1,1502582960.20%+38
Norfolk & Southern Corp.(NSC)6,8816,955+741,6151,6471.12%+32
Labrador Iron Ore Royalty Corp053,938+53,93801,1070.75%+1,107
Keyera Corp.18,81519,277+4625755990.41%+24
Gladstone Investment Corp.051,241+51,24106850.47%+685
Visa Inc.(V)721711-102282490.17%+21
Ebay Inc.(EBAY)6,1745,947-2273824030.27%+20
Bristol Myers Squibb Co.(BMY)7,2136,963-2504084250.29%+17
Givaudan SA ADR016,944+16,94401,4560.99%+1,456
United Health Group Incorporat(UNH)89489404524680.32%+16
BHP LTD ADR012,071+12,07105860.40%+586
Primaris REIT16,12117,836+1,7151731810.12%+8
Applied Material, Inc.2,5722,927+3554184250.29%+6
National Retail Properties(NNN)6,9036,738-1652822870.20%+5
Warner Brothers Discovery(WBD)13,29113,29101401430.10%+2
Public Storage(PSA)1,0501,053+33143150.21%+1
ONEOK Inc.(OKE)4,4484,506+584474470.30%+1
Indiva Limited110,000110,0000000
Novolipetsk GDR25,06025,0600000.00%0
Rostelecom Long Distance ADR54,85054,8500000.00%0
Bonterra Energy Corp.112,254120,254+8,0002942940.20%-0
Cannabist Company Holdings Inc36,05036,0500220.00%-1
Tennant Co.(TNC)010,011+10,01107980.54%+798
Tanger Factory Outlet Centers,(SKT)066,999+66,99902,2641.54%+2,264
Mettler-Toledo International,(MTD)01,255+1,25501,4821.01%+1,482
AYR Wellness Inc.13,67013,6700620.00%-4
Nordson Corp.(NDSN)04,296+4,29608670.59%+867
Community Healthcare Trust Inc24,44025,363+9234694610.31%-9
Omnicom Group(OMC)2,9422,94202532440.17%-9
Precinct Properties New Zealan413,441413,44102732630.18%-10
APA Corp.(APA)11,60412,261+6572682580.18%-10
Commonwealth Bank of Australia7,8687,793-757467350.50%-11
Credito Real Sofom ENR933,894933,89401820.00%-16
Cresco Labs92,53092,530085670.05%-17
LyondellBasell Industries NV
SHS - A -
04,052+4,05202850.19%+285
CF Industries Holdings, Inc.(CF)2,5882,58802212020.14%-19
Goldman Sachs Group Inc.(GS)72872804173980.27%-19
IRadimed Corp.(IRMD)16,93617,269+3339319060.62%-25
Accenture PLC
SHS CLASS A
65765702312050.14%-26
Texas Roadhouse, Inc.(TXRH)3,8984,060+1627036770.46%-27
Airbnb Inc.3,1573,242+854153870.26%-28
America's Car-Mart, Inc.8,5398,964+4254384070.28%-31
Straumann Holdings AG012,688+12,68801,5211.03%+1,521
Global Partners LP(GLP)5,4404,065-1,3752532170.15%-36
Sabre Insurance Group PLC0707,383+707,38301,1810.80%+1,181
Snap-on Inc.(SNA)9,3069,250-563,1593,1172.12%-42
Avery Dennison Corp.07,548+7,54801,3430.91%+1,343
Prosperity Bancshares Inc.(PB)19,40719,848+4411,4621,4170.96%-46
BRT Apartments Corp.69,11970,397+1,2781,2461,1970.81%-49
Curaleaf Holdings, Inc.(CURLD)080,002+80,0020730.05%+73
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