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Westerkirk Capital Inc.
Westerkirk Capital Inc. is a Canada-based single-family office headquartered in Victoria, British Columbia. The firm manages the wealth of Sherry Brydson and focuses on long-term capital appreciation through private and public market investments. Established for the purpose of family wealth management, it serves the needs of the Brydson family and operates with a professional investment staff.
Investment Strategy
Westerkirk Capital Inc., as a single-family office, invests the Brydson family's wealth through a diversified portfolio including private and public market holdings. While specifics on strategy are limited in public sources, the firm is believed to focus on long-term capital growth and risk-adjusted returns, deploying capital across asset classes typically favored by large family offices.
Latest 13F Filing Activity
Westerkirk Capital Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 231 equity positions with a total 13F market value of $811M. The fund increased holdings in Ishares TR, Vanguard Intl Equity Index F, Vanguard Index FDS among other positions. Westerkirk Capital Inc. reduced exposure to Logitech Intl S A, Coca-cola Europacific Partne, RPM Intl Inc. among others.
Top Holdings
Equity Positions (231)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AGG | ISHARES TR | 7.58% | $61.5M | 619,500 | $99.20 | $99.20 | +$61.5M |
V VWO | VANGUARD INTL EQUITY INDEX F | 5.84% | $47.4M | 958,700 | $49.46 | $49.46 | +$47.4M |
V VOO | VANGUARD INDEX FDS | 4.75% | $38.5M | 67,775 | $568.03 | $568.03 | +$38.5M |
M MSFT | MICROSOFT CORP | 4.42% | $35.8M | 72,061 | $497.41 | $497.41 | +$35.8M |
V VEA | VANGUARD TAX-MANAGED FDS | 3.98% | $32.3M | 566,250 | $57.01 | $57.01 | +$32.3M |
Industry Allocation
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