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Walter Public Investments Inc.

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13F filer, CIK 1925251, WESTMOUNT, Canada

Walter Public Investments Inc. reported $418,098,310 across 48 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-28. Its ten largest share positions make up 41.68% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001925251-26-000003

Period
2026-03-31
Reported value
$418M
Holdings
48
Top 10 weight
41.68%
New
6
Sold out
7

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SUnew+205,000$13.6M
DISnew+106,687$10.3M
TTEnew+99,812$9.33M
MCKadded+9,417$8.15M
TDadded+84,763$7.92M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
BRexited-65,569-$14.6M
GOOGreduced-42,079-$12.1M
MSFTreduced-31,616-$11.7M
ASMLreduced-8,321-$11M
MAreduced-21,477-$10.7M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001925251-26-000003, largest first. % of portfolio is the value over $418,098,310, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 113,238 shares; 2025Q4: 94,027 shares; 2026Q1: 73,513 shares 73,513$24.8M5.94%-20,514Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165,828 shares; 2024Q4: 157,757 shares; 2025Q1: 161,623 shares; 2025Q2: 159,673 shares; 2025Q3: 119,838 shares; 2025Q4: 117,184 shares; 2026Q1: 75,105 shares 75,105$21.5M5.15%-42,079Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 70,711 shares; 2026Q1: 70,351 shares 70,351$17.9M4.27%-360Timeline
BJBJS WHSL CLUB HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 245,883 shares; 2024Q4: 245,472 shares; 2025Q1: 258,751 shares; 2025Q2: 268,137 shares; 2025Q3: 273,782 shares; 2025Q4: 255,470 shares; 2026Q1: 180,431 shares 180,431$17.8M4.25%-75,039Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,397 shares; 2024Q4: 29,323 shares; 2025Q1: 27,972 shares; 2025Q2: 29,087 shares; 2025Q3: 23,277 shares; 2025Q4: 21,292 shares; 2026Q1: 12,971 shares 12,971$17.1M4.1%-8,321Timeline
TTTRANE TECHNOLOGIES PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,868 shares; 2024Q4: 50,887 shares; 2025Q1: 53,646 shares; 2025Q2: 56,286 shares; 2025Q3: 55,312 shares; 2025Q4: 51,817 shares; 2026Q1: 40,933 shares 40,933$17.1M4.08%-10,884Timeline
MCKMCKESSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,970 shares; 2026Q1: 17,387 shares 17,387$15M3.6%+9,417Timeline
TDYTELEDYNE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,572 shares; 2024Q4: 25,183 shares; 2025Q1: 26,597 shares; 2025Q2: 26,293 shares; 2025Q3: 35,120 shares; 2025Q4: 37,549 shares; 2026Q1: 24,209 shares 24,209$14.6M3.5%-13,340Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 58,324 shares; 2025Q2: 24,547 shares; 2025Q3: 61,915 shares; 2025Q4: 52,696 shares; 2026Q1: 49,156 shares 49,156$14.5M3.46%-3,540Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,339 shares; 2024Q4: 82,775 shares; 2025Q1: 53,573 shares; 2025Q2: 74,132 shares; 2025Q3: 80,804 shares; 2025Q4: 69,272 shares; 2026Q1: 37,656 shares 37,656$13.9M3.33%-31,616Timeline
SUSUNCOR ENERGY INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 205,000 shares 205,000$13.6M3.24%newTimeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 70,155 shares; 2025Q4: 55,699 shares; 2026Q1: 64,248 shares 64,248$13.4M3.2%+8,549Timeline
ICEINTERCONTINENTAL EXCHANGE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,336 shares; 2024Q4: 117,024 shares; 2025Q1: 135,586 shares; 2025Q2: 139,088 shares; 2025Q3: 109,864 shares; 2025Q4: 124,993 shares; 2026Q1: 81,102 shares 81,102$12.8M3.05%-43,891Timeline
MRSHMARSH & MCLENNAN COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,494 shares; 2024Q4: 112,942 shares; 2025Q1: 119,126 shares; 2025Q2: 104,706 shares; 2025Q3: 113,299 shares; 2025Q4: 106,951 shares; 2026Q1: 68,686 shares 68,686$11.9M2.85%-38,265Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,090 shares; 2024Q4: 44,819 shares; 2025Q1: 47,254 shares; 2025Q2: 49,825 shares; 2025Q3: 49,018 shares; 2025Q4: 44,404 shares; 2026Q1: 22,927 shares 22,927$11.5M2.74%-21,477Timeline
HUBBHUBBELL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,900 shares; 2025Q1: 18,484 shares; 2025Q2: 26,312 shares; 2025Q3: 35,086 shares; 2025Q4: 26,890 shares; 2026Q1: 21,168 shares 21,168$10.4M2.48%-5,722Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 106,687 shares 106,687$10.3M2.46%newTimeline
AZOAUTOZONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,703 shares; 2024Q4: 7,094 shares; 2025Q1: 6,963 shares; 2025Q2: 6,896 shares; 2025Q3: 6,840 shares; 2025Q4: 5,724 shares; 2026Q1: 2,874 shares 2,874$9.71M2.32%-2,850Timeline
MCOMOODYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,205 shares; 2024Q4: 41,872 shares; 2025Q1: 44,219 shares; 2025Q2: 46,610 shares; 2025Q3: 46,203 shares; 2025Q4: 45,573 shares; 2026Q1: 21,714 shares 21,714$9.47M2.27%-23,859Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,115 shares; 2025Q2: 19,877 shares; 2025Q3: 31,937 shares; 2025Q4: 17,570 shares; 2026Q1: 16,385 shares 16,385$9.37M2.24%-1,185Timeline
CDNSCADENCE DESIGN SYSTEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,363 shares; 2024Q4: 66,798 shares; 2025Q1: 62,551 shares; 2025Q2: 66,600 shares; 2025Q3: 66,223 shares; 2025Q4: 53,378 shares; 2026Q1: 33,718 shares 33,718$9.37M2.24%-19,660Timeline
TTETOTALENERGIES SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 99,812 shares 99,812$9.33M2.23%newTimeline
IQVIQVIA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 65,704 shares; 2026Q1: 53,572 shares 53,572$9.14M2.19%-12,132Timeline
CPCANADIAN PACIFIC KANSAS CITYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 241,156 shares; 2024Q4: 242,549 shares; 2025Q1: 215,900 shares; 2025Q2: 232,038 shares; 2025Q3: 168,533 shares; 2025Q4: 143,331 shares; 2026Q1: 113,672 shares 113,672$8.95M2.14%-29,659Timeline
TDTORONTO DOMINION BK ONTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 9,000 shares; 2025Q4: 9,000 shares; 2026Q1: 93,763 shares 93,763$8.76M2.09%+84,763Timeline
ALCALCON AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 179,964 shares; 2025Q3: 136,345 shares; 2025Q4: 133,902 shares; 2026Q1: 105,083 shares 105,083$7.92M1.89%-28,819Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 1,550 shares; 2025Q4: 1,550 shares; 2026Q1: 36,584 shares 36,584$7.1M1.7%+35,034Timeline
KLACKLA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,460 shares; 2025Q4: 6,915 shares; 2026Q1: 4,796 shares 4,796$7.06M1.69%-2,119Timeline
ICFIICF INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,268 shares; 2024Q4: 131,595 shares; 2025Q1: 138,700 shares; 2025Q2: 163,761 shares; 2025Q3: 163,161 shares; 2025Q4: 160,456 shares; 2026Q1: 105,889 shares 105,889$6.91M1.65%-54,567Timeline
CMECME GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 2,700 shares; 2025Q4: 2,700 shares; 2026Q1: 22,860 shares 22,860$6.75M1.61%+20,160Timeline
CLBTCELLEBRITE DI LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 512,615 shares; 2026Q1: 453,532 shares 453,532$6.25M1.49%-59,083Timeline
TDGTRANSDIGM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,490 shares; 2026Q1: 5,224 shares 5,224$6.05M1.45%+2,734Timeline
VLTOVERALTO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118,680 shares; 2024Q4: 102,764 shares; 2025Q1: 128,244 shares; 2025Q2: 151,519 shares; 2025Q3: 132,718 shares; 2025Q4: 137,364 shares; 2026Q1: 67,606 shares 67,606$5.98M1.43%-69,758Timeline
CHDCHURCH & DWIGHT CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 61,300 shares 61,300$5.72M1.37%newTimeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 110,800 shares 110,800$5.56M1.33%newTimeline
ZTSZOETIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,265 shares; 2024Q4: 92,852 shares; 2025Q1: 110,579 shares; 2025Q2: 94,389 shares; 2025Q3: 52,888 shares; 2025Q4: 51,980 shares; 2026Q1: 41,039 shares 41,039$4.85M1.16%-10,941Timeline
PLNTPLANET FITNESS MASTER ISSUERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 162,709 shares; 2024Q4: 163,673 shares; 2025Q1: 172,844 shares; 2025Q2: 190,794 shares; 2025Q3: 189,467 shares; 2025Q4: 93,991 shares; 2026Q1: 58,162 shares 58,162$4.33M1.03%-35,829Timeline
EXPEEXPEDIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,981 shares; 2024Q4: 72,524 shares; 2025Q1: 76,574 shares; 2025Q2: 28,330 shares; 2025Q3: 45,960 shares; 2025Q4: 19,005 shares; 2026Q1: 13,379 shares 13,379$3.09M0.74%-5,626Timeline
IDXXIDEXX LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,963 shares; 2026Q1: 5,116 shares 5,116$2.87M0.69%-4,847Timeline
DTDYNATRACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 330,054 shares; 2024Q4: 275,709 shares; 2025Q1: 288,331 shares; 2025Q2: 323,956 shares; 2025Q3: 337,622 shares; 2025Q4: 223,036 shares; 2026Q1: 47,930 shares 47,930$1.77M0.42%-175,106Timeline
BEPBROOKFIELD RENEWABLE ENERGYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,000 shares; 2024Q4: 18,000 shares; 2025Q1: 18,000 shares; 2025Q2: 18,000 shares; 2025Q3: 21,000 shares; 2025Q4: 21,000 shares; 2026Q1: 23,000 shares 23,000$750K0.18%+2,000Timeline
WELLWELLTOWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000$593K0.14%0Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,100 shares; 2025Q4: 2,100 shares; 2026Q1: 2,100 shares 2,100$513K0.12%0Timeline
TUTELUS CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,161 shares; 2024Q4: 37,000 shares; 2025Q1: 37,819 shares; 2025Q2: 38,584 shares; 2025Q3: 39,334 shares; 2025Q4: 36,000 shares; 2026Q1: 36,868 shares 36,868$474K0.11%+868Timeline
BSYBENTLEY SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares 12,000$421K0.1%0Timeline
DUKDUKE ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000$393K0.09%0Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000$329K0.08%0Timeline
FNVFRANCO NEV CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,162 shares 1,162$288K0.07%newTimeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
BRBROADRIDGE FINL SOLUTIONS IN65,569$14.6Mshares
GIBCGI INC115,959$10.7Mshares
EAELECTRONIC ARTS INC46,893$9.58Mshares
NOWSERVICENOW INC51,064$7.82Mshares
SYYSYSCO CORP82,645$6.09Mshares
WCNWASTE CONNECTIONS INC3,600$631Kshares
AVBAVALONBAY CMNTYS INC1,500$272Kshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001925251-26-000003 base2026-04-28acceptance time not in the bulk data set