Fund HoldingsALBERT D MASON INC

Total Portfolio Value
$149.64M
Total Bought
$12.22M
Total Sold
$10.17M
Net Transaction
+$2.05M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
KLA Corp.(KLAC)03,671+3,67102,3131.55%+2,313
Armada Hoffler Properties, Inc0181,974+181,97401,8621.24%+1,862
Snap-on Inc.(SNA)9,2639,306+432,6843,1592.11%+476
McDonald's Corp.(MCD)5,8557,640+1,7851,7832,2151.48%+432
Kinder Morgan, Inc.(KMI)73,64273,849+2071,6272,0231.35%+397
Lam Research Corp.(LRCX)1,40120,449+19,0481,1431,4770.99%+334
Nebius Group NV(NBIS)011,815+11,81503270.22%+327
Alphabet Inc. Class C(GOOG)021,922+21,92204,1752.79%+4,175
Energy Transfer LP(ET)86,16086,329+1691,3831,6911.13%+308
Agilysys, Inc.(AGYS)11,53111,798+2671,2571,5541.04%+297
LKQ Corp.(LKQ)042,151+42,15101,5491.04%+1,549
PayPal Holdings, Inc.(PYPL)03,161+3,16102700.18%+270
Microsoft Corp.(MSFT)0545+54502300.15%+230
Visa Inc.(V)0721+72102280.15%+228
Chord Energy Corporation(CHRD)05,543+5,54306480.43%+648
Emerson Electric Co.(EMR)012,833+12,83301,5901.06%+1,590
Taiwan Semiconductor Manufactu(TSM)07,647+7,64701,5101.01%+1,510
Citigroup Inc.(C)02,960+2,96002080.14%+208
ServiceNow, Inc.(NOW)1,1011,117+169851,1840.79%+199
IRadimed Corp.(IRMD)14,65916,936+2,2777379310.62%+194
Honeywell International Inc.(HON)07,967+7,96701,8001.20%+1,800
Paychex, Inc.(PAYX)17,10417,332+2282,2952,4301.62%+135
Broadcom Inc.(AVGO)1,7461,839+933014260.28%+125
FB Financial Corp.(FBK)23,12823,474+3461,0851,2090.81%+124
Dorchester Minerals LP(DMLP)029,940+29,94009980.67%+998
Enterprise Products Partners L(EPD)38,88639,466+5801,1321,2380.83%+106
Datadog, Inc.(DDOG)03,509+3,50905010.34%+501
Lakeland Financial Corp.(LKFN)22,46122,638+1771,4631,5571.04%+94
Cheniere Energy, Inc.(LNG)02,084+2,08404480.30%+448
Goldman Sachs Group Inc.(GS)673728+553334170.28%+84
Prosperity Bancshares Inc.(PB)19,18619,407+2211,3831,4620.98%+80
Gulf Keystone Petroleum LTD0217,053+217,05303960.26%+396
AT&T Inc.(T)33,73735,484+1,7477428080.54%+66
Bank of America Corp.016,805+16,80507390.49%+739
Plumas Bancorp7,1937,479+2862933530.24%+60
US Physical Therapy Inc.(USPH)010,596+10,59609400.63%+940
Gilead Sciences Inc(GILD)5,8945,874-204945430.36%+48
BRT Apartments Corp.68,36369,119+7561,2021,2460.83%+44
Enbridge Inc.(ENB)22,63722,645+89199610.64%+42
Meta Platforms, Inc.(META)3,4403,428-121,9692,0071.34%+38
Bristol Myers Squibb Co.(BMY)7,1727,213+413714080.27%+37
ONEOK Inc.(OKE)4,5254,448-774124470.30%+34
Cummins Inc.(CMI)9,0658,516-5492,9352,9691.98%+34
Airbnb Inc.03,157+3,15704150.28%+415
Global Partners LP(GLP)4,8655,440+5752272530.17%+27
Warner Brothers Discovery(WBD)13,84013,291-5491141400.09%+26
Treatt PLC72,73374,538+1,8054284540.30%+26
Church & Dwight Company, Inc.(CHD)08,369+8,36908760.59%+876
Viatris Inc.(VTRS)18,12018,216+962102270.15%+16
Atmos Energy Corp.(ATO)9,7889,865+771,3581,3740.92%+16
Commonwealth Bank of Australia7,7997,868+697307460.50%+16
Texas Roadhouse, Inc.(TXRH)3,9033,898-56897030.47%+14
Hanesbrands, Inc.21,86521,455-4101611750.12%+14
Sparebank 1 SR-Bank68,92570,056+1,1318909030.60%+12
Lincoln Electric Holdings, Inc(LECO)6,1996,390+1911,1901,1980.80%+8
America's Car-Mart, Inc.08,539+8,53904380.29%+438
W.W. Grainger, Inc.(GWW)2,5642,529-352,6642,6661.78%+2
Eaton Corp. PLC(ETN)2,4692,46908188190.55%+1
Rostelecom Long Distance ADR54,85054,8500000.00%0
Novolipetsk GDR25,06025,0600000.00%0
CF Industries Holdings, Inc.(CF)2,5742,588+142212210.15%-0
Credito Real Sofom ENR0933,894+933,8940180.01%+18
Accenture PLC
SHS CLASS A
65765702322310.15%-1
Indiva Limited110,000110,000020-2
Keyera Corp.18,56618,815+2495795750.38%-3
Primaris REIT14,87716,121+1,2441781730.12%-4
Cannabist Company Holdings Inc40,93536,050-4,8851020.00%-7
APA Corp.(APA)011,604+11,60402680.18%+268
AptarGroup, Inc.10,11710,252+1351,6211,6111.08%-10
Bonterra Energy Corp.0112,254+112,25402940.20%+294
IDEX Corp.(IEX)4,4764,532+569609480.63%-12
Ebay Inc.(EBAY)6,1286,174+463993820.26%-17
Community Healthcare Trust Inc024,440+24,44004690.31%+469
Chesapeake Utilities Corp.(CPK)12,43112,576+1451,5441,5261.02%-17
SFL Corp. LTD
SHS
85,88595,389+9,5049949750.65%-19
3M Co.(MMM)2,7442,74403753540.24%-21
AYR Wellness Inc.013,670+13,670060.00%+6
Commonwealth Bank of Australia7,5197,097-4227036790.45%-24
Shell PLC ADR(SHEL)07,741+7,74104850.32%+485
HP Inc.(HPQ)9,3249,32403343040.20%-30
XP Power Ltd.023,829+23,82903900.26%+390
Verano Holdings Corp.000000
Omnicom Group(OMC)2,8572,942+852952530.17%-42
DLH Holdings Corp.0103,575+103,57508320.56%+832
National Retail Properties(NNN)6,7886,903+1153292820.19%-47
Precinct Properties New Zealan404,909413,441+8,5323242730.18%-51
National Health Investors, Inc(NHI)3,5413,558+172982470.16%-51
Climb Global Solutions Inc.013,370+13,37001,6951.13%+1,695
Magnolia Oil & Gas Corp.(MGY)061,497+61,49701,4380.96%+1,438
Ecolab, Inc.(ECL)2,5882,590+26616070.41%-54
Fidelity National Financial, I(FNF)10,98610,982-46826170.41%-65
Public Storage(PSA)1,0501,05003823140.21%-68
Dollarama Inc.18,24818,460+2121,8691,8021.20%-68
United Health Group Incorporat(UNH)891894+35214520.30%-69
Michelin ADR16,21015,761-4493292580.17%-71
Applied Material, Inc.02,572+2,57204180.28%+418
Cresco Labs97,05092,530-4,520162850.06%-78
Graco Inc.(GGG)27,80227,923+1212,4332,3541.57%-79
Norfolk & Southern Corp.(NSC)6,8356,881+461,6981,6151.08%-84
Coats Group PLC631,725647,096+15,3718507650.51%-85
Page 1 of 1