Walter Public Investments Inc. Portfolio Holdings

Walter Public Investments Inc.

  • $539 Million
  • Q3 2024

Walter Public Investments Inc. has filed its 13F form on October 16, 2024 for Q3 2024 where it was disclosed a total value porftolio of $539 Million distributed in 42 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $33.3M, Alphabet Inc. with a value of $27.7M, Cgi Inc with a value of $26.2M, Marsh & Mclennan Companies, Inc. with a value of $25.1M, and Autozone Inc with a value of $24.3M.

Examining the 13F form we can see an increase of $46.1M in the current position value, from $493M to 539M.

Walter Public Investments Inc. is based out at Westmount, Z4

Below you can find more details about Walter Public Investments Inc. portfolio as well as his latest detailed transactions.

Portfolio value $539 Million
Technology: $162 Million
Financial Services: $97.6 Million
Healthcare: $86.2 Million
Consumer Cyclical: $59.7 Million
Industrials: $54.8 Million
Communication Services: $44.8 Million
Consumer Defensive: $33 Million
Utilities: $967,000
Other: $720,000

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 42
  • Current Value $539 Million
  • Prior Value $493 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 16, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 2 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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