ALBERT D MASON INC

Q3 2025 13F-HR Holdings

Location
Boston, MA
Holdings as of
9/30/2025
Date filed
10/15/2025
Form type
13F-HR
Num holdings
143
Total value ($000)
$153,577
Net value change ($000)
+15,397 (11.1%)
New positions
4
Sold out positions
4
Turnover %
2.3%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOOGL 1,604 42.9%
WTFC 1,405 265.1%
LRCX 870 46.4%
KLAC 805 27.1%
ATO 795 60.8%
TMTNY 689 46.0%
CMI 558 22.2%
PLBC 527 37.5%
TSM 501 30.1%
NBIS 484 103.0%
Top Reduces (Value $000, Stocks/ETFs)
LKQ -1,331 -83.4%
PB -1,325 -100.0%
Coats Group PLC -524 -93.7%
CRMT -459 -100.0%
SThree PLC -456 -50.4%
MMM -406 -100.0%
FISV -244 -9.8%
GLP -209 -100.0%
ATR -176 -11.4%
ET -163 -11.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type