GFI Investment Counsel Ltd.
Top Portfolio Positions
22 positions ·
$723,873,687 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| HLT |
Hilton Worldwide Holdings Inc.
Consumer Cyclical
|
248,561 | $75,582,428 | 10.44% | |
| FERG |
Ferguson Enterprises Inc. /DE/
Industrials
|
262,970 | $61,340,382 | 8.47% | |
| MSCI |
MSCI Inc.
Financial Services
|
109,010 | $58,757,480 | 8.12% | |
| V |
Visa Inc.
Financial Services
|
194,169 | $58,685,638 | 8.11% | |
| AXP |
American Express Co
Financial Services
|
189,847 | $57,424,920 | 7.93% | |
| MSFT |
Microsoft Corp
Technology
|
142,198 | $52,637,433 | 7.27% | |
| MCO |
Moodys Corp /De/
Financial Services
|
120,472 | $52,555,910 | 7.26% | |
| AON |
Aon plc
Financial Services
|
157,437 | $50,817,514 | 7.02% | |
| SHW |
Sherwin Williams Co
Basic Materials
|
144,831 | $46,425,577 | 6.41% | |
| ROP |
Roper Technologies Inc
Technology
|
127,720 | $45,194,999 | 6.24% |
Portfolio Trend
25 quarters · across all stocks
Holdings in EFX
Shares Held
Position Value (USD)
20 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $41,740,406 | 231,801 | Shares | Sole | 2026-05-14 | |
| 2025-09-30 | $64,306,940 | 250,680 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $64,661,200 | 249,301 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $60,275,011 | 247,475 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $62,497,120 | 245,231 | Shares | Sole | 2025-06-10 | |
| 2024-09-30 | $70,823,786 | 241,012 | Shares | Sole | 2025-06-10 | |
| 2024-06-30 | $58,798,732 | 242,509 | Shares | Sole | 2025-06-10 | |
| 2024-03-31 | $75,211,910 | 281,145 | Shares | Sole | 2025-06-10 | |
| 2023-12-31 | $69,467,717 | 280,916 | Shares | Sole | 2025-06-10 | |
| 2023-09-30 | $53,739,699 | 293,371 | Shares | Sole | 2025-06-10 | |
| 2023-06-30 | $68,085,937 | 289,358 | Shares | Sole | 2025-06-10 | |
| 2023-03-31 | $59,128,468 | 291,503 | Shares | Sole | 2025-06-10 | |
| 2022-12-31 | $57,738,525 | 297,070 | Shares | Sole | 2025-06-10 | |
| 2022-09-30 | $51,195,512 | 298,638 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $54,589,074 | 298,660 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $70,558,826 | 297,591 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $84,103,341 | 287,248 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $72,620,035 | 286,560 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $67,526,251 | 281,935 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $45,036,887 | 248,644 | Shares | Sole | 2021-05-12 | |
| No 13F history on record for this holder in this stock. | ||||||