Walter Public Investments Inc. Concentrated Active

CIK: 0001925251 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 28, 2025

Total Value ($000): $608,463 (100.0% shares, 0.0% debt)

Holdings (47)

MSFT MICROSOFT CORP 6.9%
Value ($000) $41,852 Shares 80,804 Est. Cost $354.81 Unrealized +43.4%
TSM TAIWAN SEMICONDUCTOR MFG LTD 5.2%
Value ($000) $31,626 Shares 113,238 Est. Cost $279.29 Unrealized
AZO AUTOZONE INC 4.8%
Value ($000) $29,345 Shares 6,840 Est. Cost $2144.89 Unrealized +87.0%
GOOG ALPHABET INC 4.8%
Value ($000) $29,187 Shares 119,838 Est. Cost $116.65 Unrealized +80.0%
MA MASTERCARD INCORPORATED 4.6%
Value ($000) $27,882 Shares 49,018 Est. Cost $426.04 Unrealized +34.6%
BJ BJS WHSL CLUB HLDGS INC 4.2%
Value ($000) $25,530 Shares 273,782 Est. Cost $68.67 Unrealized +48.9%
META META PLATFORMS INC 3.9%
Value ($000) $23,454 Shares 31,937 Est. Cost $681.00 Unrealized +9.1%
TT TRANE TECHNOLOGIES PLC 3.8%
Value ($000) $23,339 Shares 55,312 Est. Cost $188.80 Unrealized +126.0%
CDNS CADENCE DESIGN SYSTEM INC 3.8%
Value ($000) $23,261 Shares 66,223 Est. Cost $289.66 Unrealized +18.8%
MRSH MARSH & MCLENNAN COS INC 3.8%
Value ($000) $22,833 Shares 113,299 Est. Cost $174.89 Unrealized +16.7%
ASML ASML HOLDING N V 3.7%
Value ($000) $22,534 Shares 23,277 Est. Cost $680.62 Unrealized
MCO MOODYS CORP 3.6%
Value ($000) $22,015 Shares 46,203 Est. Cost $344.54 Unrealized +45.9%
TDY TELEDYNE TECHNOLOGIES INC 3.4%
Value ($000) $20,582 Shares 35,120 Est. Cost $465.09 Unrealized +17.7%
PLNT PLANET FITNESS INC 3.2%
Value ($000) $19,667 Shares 189,467 Est. Cost $77.47 Unrealized +37.2%
JPM JPMORGAN CHASE & CO. 3.2%
Value ($000) $19,530 Shares 61,915 Est. Cost $278.08 Unrealized +6.4%
ICE INTERCONTINENTAL EXCHANGE IN 3.0%
Value ($000) $18,510 Shares 109,864 Est. Cost $122.52 Unrealized +45.1%
BR BROADRIDGE FINL SOLUTIONS IN 2.8%
Value ($000) $16,831 Shares 70,669 Est. Cost $156.06 Unrealized +58.4%
NOW SERVICENOW INC 2.7%
Value ($000) $16,450 Shares 17,875 Est. Cost $120.82 Unrealized +54.6%
DT DYNATRACE INC 2.7%
Value ($000) $16,358 Shares 337,622 Est. Cost $45.13 Unrealized +12.1%
AMZN AMAZON COM INC 2.5%
Value ($000) $15,404 Shares 70,155 Est. Cost $226.35 Unrealized 0.0%
ICFI ICF INTL INC 2.5%
Value ($000) $15,141 Shares 163,161 Est. Cost $118.60 Unrealized -21.9%
HUBB HUBBELL INC 2.5%
Value ($000) $15,098 Shares 35,086 Est. Cost $413.26 Unrealized +3.6%
VLTO VERALTO CORP 2.3%
Value ($000) $14,149 Shares 132,718 Est. Cost $83.43 Unrealized +26.2%
ICLR ICON PLC 2.3%
Value ($000) $14,132 Shares 80,757 Est. Cost $238.32 Unrealized -29.8%
GIB CGI INC 2.1%
Value ($000) $12,790 Shares 143,703 Est. Cost $102.69 Unrealized -6.0%
CP CANADIAN PACIFIC KANSAS CITY 2.1%
Value ($000) $12,542 Shares 168,533 Est. Cost $77.94 Unrealized -2.2%
ALC ALCON AG 1.7%
Value ($000) $10,159 Shares 136,345 Est. Cost $89.55 Unrealized -6.8%
EXPE EXPEDIA GROUP INC 1.6%
Value ($000) $9,824 Shares 45,960 Est. Cost $176.95 Unrealized +13.2%
EA ELECTRONIC ARTS INC 1.6%
Value ($000) $9,685 Shares 48,017 Est. Cost $144.48 Unrealized +14.4%
ZTS ZOETIS INC 1.3%
Value ($000) $7,739 Shares 52,888 Est. Cost $182.68 Unrealized -17.6%
SYY SYSCO CORP 1.1%
Value ($000) $6,933 Shares 84,198 Est. Cost $72.85 Unrealized +8.2%
KLAC KLA CORP 1.0%
Value ($000) $5,889 Shares 5,460 Est. Cost $930.36 Unrealized 0.0%
IHG INTERCONTINENTAL HOTELS GROU 0.3%
Value ($000) $1,629 Shares 13,500 Est. Cost $120.68 Unrealized
CME CME GROUP INC 0.1%
Value ($000) $730 Shares 2,700 Est. Cost $196.43 Unrealized +37.4%
TD TORONTO DOMINION BK ONT 0.1%
Value ($000) $719 Shares 9,000 Est. Cost $63.47 Unrealized +18.3%
WCN WASTE CONNECTIONS INC 0.1%
Value ($000) $632 Shares 3,600 Est. Cost $159.56 Unrealized +14.0%
TU TELUS CORPORATION 0.1%
Value ($000) $619 Shares 39,334 Est. Cost $19.72 Unrealized -17.8%
BEP BROOKFIELD RENEWABLE PARTNER 0.1%
Value ($000) $541 Shares 21,000 Est. Cost $28.94 Unrealized
WELL WELLTOWER INC 0.1%
Value ($000) $534 Shares 3,000 Est. Cost $163.41 Unrealized 0.0%
CDW CDW CORP 0.1%
Value ($000) $408 Shares 2,560 Est. Cost $217.57 Unrealized -22.4%
HD HOME DEPOT INC 0.1%
Value ($000) $405 Shares 1,000 Est. Cost $270.67 Unrealized +43.8%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $389 Shares 2,100 Est. Cost $169.51 Unrealized 0.0%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $371 Shares 3,000 Est. Cost $94.02 Unrealized +27.4%
CEG CONSTELLATION ENERGY CORP 0.1%
Value ($000) $329 Shares 1,000 Est. Cost $322.17 Unrealized 0.0%
BSY BENTLEY SYS INC 0.1%
Value ($000) $309 Shares 6,000 Est. Cost $54.63 Unrealized 0.0%
AVB AVALONBAY CMNTYS INC 0.0%
Value ($000) $290 Shares 1,500 Est. Cost $186.69 Unrealized +2.4%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $285 Shares 1,550 Est. Cost $151.63 Unrealized +27.5%