Walter Public Investments Inc. Concentrated Active

Location: Westmount, Canada (Federal Level)

CIK: 0001925251 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 28, 2026

Total Value: $418M (100.0% shares, 0.0% debt)

Holdings (48)

TSM TAIWAN SEMICONDUCTOR MANUFAC 5.9%
Value $24.84M Shares 73,513 Est. Cost $279.29 Unrealized
GOOG ALPHABET INC 5.2%
Value $21.54M Shares 75,105 Est. Cost $116.65 Unrealized +177.5%
AAPL APPLE INC 4.3%
Value $17.85M Shares 70,351 Est. Cost $268.34 Unrealized -2.1%
BJ BJS WHSL CLUB HLDGS INC 4.2%
Value $17.76M Shares 180,431 Est. Cost $68.67 Unrealized +39.4%
ASML ASML HLDG NV 4.1%
Value $17.13M Shares 12,971 Est. Cost $680.62 Unrealized
TT TRANE TECHNOLOGIES PLC 4.1%
Value $17.06M Shares 40,933 Est. Cost $188.80 Unrealized +123.6%
MCK MCKESSON CORP 3.6%
Value $15.05M Shares 17,387 Est. Cost $848.01 Unrealized +3.2%
TDY TELEDYNE TECHNOLOGIES INC 3.5%
Value $14.65M Shares 24,209 Est. Cost $469.08 Unrealized +30.9%
JPM JPMORGAN CHASE & CO 3.5%
Value $14.46M Shares 49,156 Est. Cost $278.08 Unrealized +12.0%
MSFT MICROSOFT CORP 3.3%
Value $13.94M Shares 37,656 Est. Cost $354.81 Unrealized +22.5%
SU SUNCOR ENERGY INC NEW 3.2%
Value $13.56M Shares 205,000 Est. Cost $51.81 Unrealized 0.0%
AMZN AMAZON COM INC 3.2%
Value $13.38M Shares 64,248 Est. Cost $226.42 Unrealized +0.2%
ICE INTERCONTINENTAL EXCHANGE IN 3.1%
Value $12.76M Shares 81,102 Est. Cost $126.60 Unrealized +30.3%
MRSH MARSH & MCLENNAN COS INC 2.8%
Value $11.91M Shares 68,686 Est. Cost $174.89 Unrealized +3.7%
MA MASTERCARD INCORPORATED 2.7%
Value $11.46M Shares 22,927 Est. Cost $426.04 Unrealized +26.5%
HUBB HUBBELL INC 2.5%
Value $10.39M Shares 21,168 Est. Cost $413.26 Unrealized +19.9%
DIS DISNEY WALT CO 2.5%
Value $10.28M Shares 106,687 Est. Cost $109.45 Unrealized 0.0%
AZO AUTOZONE INC 2.3%
Value $9.708M Shares 2,874 Est. Cost $2144.89 Unrealized +69.0%
MCO MOODYS CORP 2.3%
Value $9.473M Shares 21,714 Est. Cost $344.54 Unrealized +42.1%
META META PLATFORMS INC 2.2%
Value $9.374M Shares 16,385 Est. Cost $681.00 Unrealized -3.7%
CDNS CADENCE DESIGN SYSTEM INC 2.2%
Value $9.369M Shares 33,718 Est. Cost $289.66 Unrealized +4.7%
TTE TOTALENERGIES SE 2.2%
Value $9.33M Shares 99,812 Est. Cost $71.53 Unrealized 0.0%
IQV IQVIA HLDGS INC 2.2%
Value $9.136M Shares 53,572 Est. Cost $217.58 Unrealized -3.4%
CP CANADIAN PACIFIC KANSAS CITY 2.1%
Value $8.945M Shares 113,672 Est. Cost $77.94 Unrealized -0.9%
TD TORONTO DOMINION BK ONT 2.1%
Value $8.757M Shares 93,763 Est. Cost $92.21 Unrealized +3.3%
ALC ALCON AG 1.9%
Value $7.918M Shares 105,083 Est. Cost $89.55 Unrealized -10.1%
TXN TEXAS INSTRS INC 1.7%
Value $7.102M Shares 36,584 Est. Cost $203.95 Unrealized +1.1%
KLAC KLA CORP 1.7%
Value $7.062M Shares 4,796 Est. Cost $981.18 Unrealized +49.0%
ICFI ICF INTL INC 1.7%
Value $6.913M Shares 105,889 Est. Cost $118.60 Unrealized -26.2%
CME CME GROUP INC 1.6%
Value $6.752M Shares 22,860 Est. Cost $278.36 Unrealized +3.9%
CLBT CELLEBRITE DI LTD 1.5%
Value $6.25M Shares 453,532 Est. Cost $17.96 Unrealized -13.4%
TDG TRANSDIGM GROUP INC 1.4%
Value $6.054M Shares 5,224 Est. Cost $1337.33 Unrealized +1.8%
VLTO VERALTO CORP 1.4%
Value $5.978M Shares 67,606 Est. Cost $84.02 Unrealized +16.0%
CHD CHURCH & DWIGHT CO INC 1.4%
Value $5.721M Shares 61,300 Est. Cost $94.81 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC 1.3%
Value $5.562M Shares 110,800 Est. Cost $43.82 Unrealized 0.0%
ZTS ZOETIS INC 1.2%
Value $4.851M Shares 41,039 Est. Cost $182.68 Unrealized -31.0%
PLNT PLANET FITNESS MASTER ISSUER 1.0%
Value $4.326M Shares 58,162 Est. Cost $77.47 Unrealized +22.2%
EXPE EXPEDIA GROUP INC 0.7%
Value $3.089M Shares 13,379 Est. Cost $176.95 Unrealized +43.2%
IDXX IDEXX LABS INC 0.7%
Value $2.875M Shares 5,116 Est. Cost $681.02 Unrealized -1.6%
DT DYNATRACE INC 0.4%
Value $1.772M Shares 47,930 Est. Cost $45.13 Unrealized -14.9%
BEP BROOKFIELD RENEWABLE ENERGY 0.2%
Value $750K Shares 23,000 Est. Cost $29.26 Unrealized
WELL WELLTOWER INC 0.1%
Value $593K Shares 3,000 Est. Cost $163.41 Unrealized +14.4%
JNJ JOHNSON & JOHNSON 0.1%
Value $513K Shares 2,100 Est. Cost $169.51 Unrealized +34.4%
TU TELUS CORPORATION 0.1%
Value $474K Shares 36,868 Est. Cost $19.58 Unrealized -30.2%
BSY BENTLEY SYS INC 0.1%
Value $421K Shares 12,000 Est. Cost $50.07 Unrealized -27.9%
DUK DUKE ENERGY CORP NEW 0.1%
Value $393K Shares 3,000 Est. Cost $94.02 Unrealized +28.6%
HD HOME DEPOT INC 0.1%
Value $329K Shares 1,000 Est. Cost $270.67 Unrealized +39.3%
FNV FRANCO NEV CORP 0.1%
Value $288K Shares 1,162 Est. Cost $245.78 Unrealized 0.0%