Walter Public Investments Inc.

CIK

1925251

Location

WESTMOUNT, Z4

Portfolio Value

Small $396,284,752

Diversification

Diversified

Filing Date

Global Rank

#2,665 / 8,232 ▼ 289

Top Industry

Semiconductors 8.1%

3Y Alpha vs SPY

-15.0%

Period ended 2 months ago

Filed Apr 28, 2026 · 46d

17 quarters · since Mar 2022

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+18.6%

SPY

+76.5%

Annualised alpha

-15.0%

Max drawdown

−16.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

47 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

6.3%

−0.1 pts

Top 5

23.9%

−1.4 pts

Top 10

42.0%

−2.7 pts

HHI

310

Diversified−25

Portfolio Trend

17 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	30.4%	$120,393,267	11
Financial Services	19.1%	$75,558,198	7
Industrials	14.0%	$55,333,462	6
Healthcare	10.2%	$40,339,359	6
Consumer Cyclical	7.8%	$30,832,725	5
Communication Services	6.5%	$25,692,019	4
Consumer Defensive	5.9%	$23,478,535	2
Energy	5.7%	$22,633,445	2
Utilities	0.3%	$1,143,540	2
Real Estate	0.1%	$593,130	1
Basic Materials	0.1%	$287,072	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

8 positions

Ticker	Company	Δ Shares	Shares	Value
TD	Toronto Dominion Bank	+84,763	93,763	$8,749,025
TXN	Texas Instruments Inc	+35,034	36,584	$7,102,417
CME	Cme Group Inc.	+20,160	22,860	$6,751,701
MCK	Mckesson Corp	+9,417	17,387	$15,046,014
AMZN	Amazon Com Inc	+8,549	64,248	$13,380,930
TDG	TransDigm Group INC	+2,734	5,224	$6,054,407
BEP	Brookfield Renewable Partners L.P.	+2,000	23,000	$750,720
TU	Telus Corp	+868	36,868	$473,016
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
DT	Dynatrace, Inc.	−175,106	47,930	$1,772,451
BJ	BJ's Wholesale Club Holdings, Inc.	−75,039	180,431	$17,758,019
VLTO	Veralto Corp	−69,758	67,606	$5,977,722
CLBT	Cellebrite DI Ltd.	−59,083	453,532	$6,249,670
ICFI	ICF International, Inc.	−54,567	105,889	$6,913,492
ICE	Intercontinental Exchange, Inc.	−43,891	81,102	$12,755,722
MRSH	Marsh & Mclennan Companies, Inc.	−38,265	68,686	$11,913,586
PLNT	Planet Fitness, Inc.	−35,829	58,162	$4,326,089
MSFT	Microsoft Corp	−31,616	37,656	$13,939,121
CP	Canadian Pacific Kansas City Ltd/Cn	−29,659	113,672	$8,941,439
ALC	Alcon Inc	−28,819	105,083	$7,918,004
MCO	Moodys Corp /De/	−23,859	21,714	$9,472,732
MA	Mastercard Inc	−21,477	22,927	$11,455,704
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−20,514	73,513	$24,843,718
CDNS	Cadence Design Systems Inc	−19,660	33,718	$9,369,220
TDY	Teledyne Technologies Inc	−13,340	24,209	$14,646,687
IQV	Iqvia Holdings Inc.	−12,132	53,572	$9,136,168
ZTS	Zoetis Inc.	−10,941	41,039	$4,851,220
TT	Trane Technologies plc	−10,884	40,933	$17,058,418
ASML	Asml Holding NV	−8,321	12,971	$17,132,485
HUBB	Hubbell Inc	−5,722	21,168	$10,387,984
EXPE	Expedia Group, Inc.	−5,626	13,379	$3,089,077
IDXX	Idexx Laboratories Inc /De	−4,847	5,116	$2,874,629
JPM	Jpmorgan Chase & Co	−3,540	49,156	$14,459,728
AZO	Autozone Inc	−2,850	2,874	$9,707,739
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
SU	Suncor Energy Inc	205,000	$13,552,550
DIS	Walt Disney Co	106,687	$10,282,493
TTE	TotalEnergies SE	99,812	$9,080,895
CHD	Church & Dwight Co Inc /De/	61,300	$5,720,516
VZ	Verizon Communications Inc	110,800	$5,562,160
FNV	FRANCO NEVADA Corp	1,162	$287,072
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
BR	Broadridge Financial Solutions, Inc.	65,569	$14,633,033
GIB	Cgi Inc	115,959	$10,703,015
EA	Electronic Arts Inc.	46,893	$9,581,646
NOW	ServiceNow, Inc.	51,064	$7,822,494
SYY	Sysco Corp	82,645	$6,090,110
WCN	Waste Connections, Inc.	3,600	$631,296
AVB	Avalonbay Communities Inc	1,500	$271,965
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

47 positions · $396,284,752 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	73,513	-20,514	$24,843,718	−13.1%	6.27%
AAPL	Apple Inc. Technology	Reduced	70,351	-360	$17,854,380	−7.1%	4.51%
BJ	BJ's Wholesale Club Holdings, Inc. Consumer Defensive	Reduced	180,431	-75,039	$17,758,019	−22.8%	4.48%
ASML	Asml Holding NV Technology	Reduced	12,971	-8,321	$17,132,485	−24.8%	4.32%
TT	Trane Technologies plc Industrials	Reduced	40,933	-10,884	$17,058,418	−15.4%	4.30%
MCK	Mckesson Corp Healthcare	Added	17,387	+9,417	$15,046,014	+130.1%	3.80%
TDY	Teledyne Technologies Inc Technology	Reduced	24,209	-13,340	$14,646,687	−23.6%	3.70%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	49,156	-3,540	$14,459,728	−14.8%	3.65%
MSFT	Microsoft Corp Technology	Reduced	37,656	-31,616	$13,939,121	−58.4%	3.52%
SU	Suncor Energy Inc Energy	NEW	205,000	NEW	$13,552,550	NEW	3.42%
AMZN	Amazon Com Inc Consumer Cyclical	Added	64,248	+8,549	$13,380,930	+4.1%	3.38%
ICE	Intercontinental Exchange, Inc. Financial Services	Reduced	81,102	-43,891	$12,755,722	−37.0%	3.22%
MRSH	Marsh & Mclennan Companies, Inc. Financial Services	Reduced	68,686	-38,265	$11,913,586	−40.0%	3.01%
MA	Mastercard Inc Financial Services	Reduced	22,927	-21,477	$11,455,704	−54.8%	2.89%
HUBB	Hubbell Inc Industrials	Reduced	21,168	-5,722	$10,387,984	−13.0%	2.62%
DIS	Walt Disney Co Communication Services	NEW	106,687	NEW	$10,282,493	NEW	2.59%
AZO	Autozone Inc Consumer Cyclical	Reduced	2,874	-2,850	$9,707,739	−50.0%	2.45%
MCO	Moodys Corp /De/ Financial Services	Reduced	21,714	-23,859	$9,472,732	−59.3%	2.39%
META	Meta Platforms, Inc. Communication Services	Reduced	16,385	-1,185	$9,374,350	−19.2%	2.37%
CDNS	Cadence Design Systems Inc Technology	Reduced	33,718	-19,660	$9,369,220	−43.8%	2.36%
IQV	Iqvia Holdings Inc. Healthcare	Reduced	53,572	-12,132	$9,136,168	−38.3%	2.31%
TTE	TotalEnergies SE Energy	NEW	99,812	NEW	$9,080,895	NEW	2.29%
CP	Canadian Pacific Kansas City Ltd/Cn Industrials	Reduced	113,672	-29,659	$8,941,439	−15.3%	2.26%
TD	Toronto Dominion Bank Financial Services	Added	93,763	+84,763	$8,749,025	+932.0%	2.21%
ALC	Alcon Inc Healthcare	Reduced	105,083	-28,819	$7,918,004	−25.0%	2.00%
TXN	Texas Instruments Inc Technology	Added	36,584	+35,034	$7,102,417	+2541.2%	1.79%
KLAC	Kla Corp Technology	Reduced	4,796	-2,119	$7,061,678	−16.0%	1.78%
ICFI	ICF International, Inc. Industrials	Reduced	105,889	-54,567	$6,913,492	−49.5%	1.74%
CME	Cme Group Inc. Financial Services	Added	22,860	+20,160	$6,751,701	+815.7%	1.70%
CLBT	Cellebrite DI Ltd. Technology	Reduced	453,532	-59,083	$6,249,670	−32.4%	1.58%
TDG	TransDigm Group INC Industrials	Added	5,224	+2,734	$6,054,407	+82.8%	1.53%
VLTO	Veralto Corp Industrials	Reduced	67,606	-69,758	$5,977,722	−56.4%	1.51%
CHD	Church & Dwight Co Inc /De/ Consumer Defensive	NEW	61,300	NEW	$5,720,516	NEW	1.44%
VZ	Verizon Communications Inc Communication Services	NEW	110,800	NEW	$5,562,160	NEW	1.40%
ZTS	Zoetis Inc. Healthcare	Reduced	41,039	-10,941	$4,851,220	−25.8%	1.22%
PLNT	Planet Fitness, Inc. Consumer Cyclical	Reduced	58,162	-35,829	$4,326,089	−57.6%	1.09%
EXPE	Expedia Group, Inc. Consumer Cyclical	Reduced	13,379	-5,626	$3,089,077	−42.6%	0.78%
IDXX	Idexx Laboratories Inc /De Healthcare	Reduced	5,116	-4,847	$2,874,629	−57.4%	0.73%
DT	Dynatrace, Inc. Technology	Reduced	47,930	-175,106	$1,772,451	−81.7%	0.45%
BEP	Brookfield Renewable Partners L.P. Utilities	Added	23,000	+2,000	$750,720	+32.5%	0.19%
WELL	Welltower Inc. Real Estate	Held	3,000	0	$593,130	+6.5%	0.15%
JNJ	Johnson & Johnson Healthcare	Held	2,100	0	$513,324	+18.1%	0.13%
TU	Telus Corp Communication Services	Added	36,868	+868	$473,016	−0.2%	0.12%
BSY	Bentley Systems Inc Technology	Held	12,000	0	$421,440	−8.0%	0.11%
DUK	Duke Energy CORP Utilities	Held	3,000	0	$392,820	+11.7%	0.10%
HD	Home Depot, Inc. Consumer Cyclical	Held	1,000	0	$328,890	−4.4%	0.08%
FNV	FRANCO NEVADA Corp Basic Materials	NEW	1,162	NEW	$287,072	NEW	0.07%