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Albert D Mason Inc.
Albert D. Mason Inc., operating as Mason Capital Partners, is a Boston-based Registered Investment Adviser (RIA) founded in 1978 and led by Albert D. Mason. The firm manages assets for institutional and retail accounts, offering investment advisory and management services that use fundamental research and valuation-based stock selection. As of December 31, 2022, the firm managed approximately $183.7 million in assets. Mason Capital Partners tailors its services to client needs, maintains a strong fiduciary code of ethics, and employs a team with advanced educational and professional backgrounds. Clients include individuals, high-net-worth individuals, and institutions.
Investment Strategy
Mason Capital Partners employs a long-term, risk-averse investment strategy focused on preserving and gradually growing client capital. The firm utilizes fundamental analysis, meeting with company management, rigorously reviewing financial statements and SEC filings, and applies valuation principles to select attractive stocks, bonds, and preferred stocks. The approach aims for 'income with growth,' and investment management is personalized based on individual client restrictions and needs. The firm avoids high-risk, speculative strategies and emphasizes stable dividends and capital appreciation by selecting creditworthy investments with growth potential over the long term.
Latest 13F Filing Activity
Albert D Mason Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 120 equity positions with a total 13F market value of $154M. The fund increased holdings in Alphabet Inc. Class C, Wintrust Financial Corp., Lam Research Corp. among other positions. Albert D Mason Inc. reduced exposure to LKQ Corp., Prosperity Bancshares Inc., America's Car-mart, Inc. among others.
Top Holdings
Equity Positions (120)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
G GOOG | Alphabet Inc. Class C | 3.48% | $5.3M | 21,935 | $77.34 | $243.55 | +$1.6M |
K KLAC | KLA Corp. | 2.46% | $3.8M | 3,496 | $504.84 | $1078.60 | +$805.1K |
M META | Meta Platforms, Inc. | 2.15% | $3.3M | 4,500 | $301.06 | $734.38 | +$89.1K |
N NVS | Novartis AG ADR | 2.13% | $3.3M | 25,499 | $92.05 | $128.24 | +$321.7K |
C CMI | Cummins Inc. | 2.00% | $3.1M | 7,286 | $176.98 | $422.37 | +$558.5K |
Industry Allocation
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