Walter Public Investments
WESTMOUNT, Z4files as Walter Public Investments Inc.
$416m in 53 US stocks at the end of 30 June 2026. The top 10 are 43.8% of the money. It changed about 27.6% of the portfolio this quarter.
Value
$416m
Stocks
53
Top 10 share
43.8%
Turnover
27.6%
What changed this quarter
New
Bought for the first time this quarter.
- NvidiaNVDA4.5% of the fund
- EvercoreEVR2.8% of the fund
- CognexCGNX2.5% of the fund
- Intercontinental Hotels GrouIHG2.2% of the fund
- Viking HoldingsVIK1.6% of the fund
- CamecoCCJ1.3% of the fund
- Xcel EnergyXEL1.2% of the fund
- SharkNinjaSN0.9% of the fund
- ShopifySHOP0.5% of the fund
- Novartis AGNVS<0.1% of the fund
Added
Bought more of a stock they already held.
- Johnson & JohnsonJNJ4.1% of the fund+3087%
- Canadian Pacific Kansas CityCP2.5% of the fund+4%
- Church & DwightCHD2.2% of the fund+52%
- WelltowerWELL1.4% of the fund+763%
- CME GroupCME1.3% of the fund+3%
- DynatraceDT1.2% of the fund+144%
- Idexx LaboratoriesIDXX0.8% of the fund+21%
Cut
Sold some of their stake.
- AlphabetGOOG5.8% of the fund-10%
- Taiwan Semiconductor ManufacturingTSM5.7% of the fund-32%
- ASML Holding NVASML5.4% of the fund-13%
- AppleAAPL4.3% of the fund-13%
- Trane TechnologiesTT4.3% of the fund-12%
- JPMorgan ChaseJPM3.6% of the fund-7%
- Amazon.comAMZN3.3% of the fund-12%
- Teledyne TechnologiesTDY2.9% of the fund-24%
- MicrosoftMSFT2.8% of the fund-17%
- Toronto Dominion BankTD2.4% of the fund-11%
- HubbellHUBB2.4% of the fund-11%
- MckessonMCK2.1% of the fund-34%
- AutozoneAZO1.9% of the fund-12%
- MastercardMA1.8% of the fund-35%
- Texas InstrumentsTXN1.8% of the fund-32%
- Walt DisneyDIS1.8% of the fund-28%
- BJ's Wholesale Club HoldingsBJ1.8% of the fund-53%
- Cadence Design SystemsCDNS1.5% of the fund-50%
- Marsh & McLennan CompaniesMRSH1.5% of the fund-46%
- TransDigm GroupTDG1.5% of the fund-13%
- Moody'sMCO1.3% of the fund-45%
- VeraltoVLTO1.3% of the fund-12%
- KLAKLAC1.1% of the fund-69%
- Cellebrite DICLBT1.0% of the fund-40%
- AlconALC0.7% of the fund-61%
Sold out
Sold their entire stake.
- ICF InternationalICFI-100%
- ZoetisZTS-100%
- Planet FitnessPLNT-100%
- Expedia GroupEXPE-100%
- Bentley SystemsBSY-100%
Holdings
- Toronto Dominion BankTD
- Share
- 2.4%
- Value
- $10m
- Shares
- 82,988
-11%
- Intercontinental Hotels GrouIHG
- Share
- 2.2%
- Value
- $9m
- Shares
- 53,354
New
- CamecoCCJ
- Share
- 1.3%
- Value
- $5m
- Shares
- 53,351
New
- Suncor EnergySU
- Share
- 0.4%
- Value
- $2m
- Shares
- 30,493
-85%
- Brookfield Renewable EnergyBEP
- Share
- 0.2%
- Value
- $796,436
- Shares
- 23,000
Held
- TelusTU
- Share
- <0.1%
- Value
- $389,381
- Shares
- 36,868
Held
- Franco NevadaFNV
- Share
- <0.1%
- Value
- $242,119
- Shares
- 1,162
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| AlphabetGOOG | 5.8% | $24m | 67,916 | -10% |
| Taiwan Semiconductor ManufacturingTSM | 5.7% | $24m | 49,789 | -32% |
| ASML Holding NVASML | 5.4% | $23m | 11,311 | -13% |
| NvidiaNVDA | 4.5% | $19m | 92,501 | New |
| AppleAAPL | 4.3% | $18m | 61,547 | -13% |
| Trane TechnologiesTT | 4.3% | $18m | 35,978 | -12% |
| Johnson & JohnsonJNJ | 4.1% | $17m | 66,934 | +3087% |
| JPMorgan ChaseJPM | 3.6% | $15m | 45,558 | -7% |
| Amazon.comAMZN | 3.3% | $14m | 56,734 | -12% |
| Teledyne TechnologiesTDY | 2.9% | $12m | 18,339 | -24% |
| EvercoreEVR | 2.8% | $12m | 34,369 | New |
| MicrosoftMSFT | 2.8% | $12m | 31,239 | -17% |
| Canadian Pacific Kansas CityCP | 2.5% | $10m | 118,222 | +4% |
| CognexCGNX | 2.5% | $10m | 140,667 | New |
| Toronto Dominion BankTD | 2.4% | $10m | 82,988 | -11% |
| HubbellHUBB | 2.4% | $10m | 18,826 | -11% |
| Intercontinental Hotels GrouIHG | 2.2% | $9m | 53,354 | New |
| Meta PlatformsMETA | 2.2% | $9m | 16,144 | Held |
| Church & DwightCHD | 2.2% | $9m | 93,179 | +52% |
| MckessonMCK | 2.1% | $9m | 11,533 | -34% |
| AutozoneAZO | 1.9% | $8m | 2,520 | -12% |
| MastercardMA | 1.8% | $8m | 14,915 | -35% |
| Texas InstrumentsTXN | 1.8% | $7m | 25,007 | -32% |
| Walt DisneyDIS | 1.8% | $7m | 77,350 | -28% |
| BJ's Wholesale Club HoldingsBJ | 1.8% | $7m | 84,348 | -53% |
| Viking HoldingsVIK | 1.6% | $7m | 65,288 | New |
| Cadence Design SystemsCDNS | 1.5% | $6m | 16,839 | -50% |
| Marsh & McLennan CompaniesMRSH | 1.5% | $6m | 37,386 | -46% |
| TransDigm GroupTDG | 1.5% | $6m | 4,554 | -13% |
| WelltowerWELL | 1.4% | $6m | 25,895 | +763% |
| CamecoCCJ | 1.3% | $5m | 53,351 | New |
| Moody'sMCO | 1.3% | $5m | 11,862 | -45% |
| VeraltoVLTO | 1.3% | $5m | 59,825 | -12% |
| CME GroupCME | 1.3% | $5m | 23,655 | +3% |
| DynatraceDT | 1.2% | $5m | 117,096 | +144% |
| Xcel EnergyXEL | 1.2% | $5m | 59,786 | New |
| KLAKLAC | 1.1% | $4m | 14,707 | -69% |
| Cellebrite DICLBT | 1.0% | $4m | 273,359 | -40% |
| SharkNinjaSN | 0.9% | $4m | 25,694 | New |
| Idexx LaboratoriesIDXX | 0.8% | $3m | 6,166 | +21% |
| AlconALC | 0.7% | $3m | 40,518 | -61% |
| Iqvia HoldingsIQV | 0.6% | $3m | 13,560 | -75% |
| Verizon CommunicationsVZ | 0.6% | $2m | 54,859 | -50% |
| Intercontinental ExchangeICE | 0.5% | $2m | 17,247 | -79% |
| ShopifySHOP | 0.5% | $2m | 17,534 | New |
| TotalEnergies SETTE | 0.4% | $2m | 23,300 | -77% |
| Suncor EnergySU | 0.4% | $2m | 30,493 | -85% |
| Brookfield Renewable EnergyBEP | 0.2% | $796,436 | 23,000 | Held |
| TelusTU | <0.1% | $389,381 | 36,868 | Held |
| Duke EnergyDUK | <0.1% | $379,740 | 3,000 | Held |
| Home DepotHD | <0.1% | $352,680 | 1,000 | Held |
| Novartis AGNVS | <0.1% | $266,424 | 1,700 | New |
| Franco NevadaFNV | <0.1% | $242,119 | 1,162 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 29.6% since 30 June 2025.
Where the money is
Technology29.7%
Industrials18.9%
Financial services15.2%
Media & telecom10.4%
Health care8.3%
Retail & consumer6.2%
Everyday goods3.9%
Real estate1.4%
Materials1.4%
Utilities1.2%
Energy0.8%
Other2.4%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.