YCG, LLC
Top Portfolio Positions
39 positions ·
$1,061,312,809 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MA |
Mastercard Inc
Financial Services
|
156,474 | $78,183,798 | 7.37% | |
| MCO |
Moodys Corp /De/
Financial Services
|
174,963 | $76,327,608 | 7.19% | |
| MSFT |
Microsoft Corp
Technology
|
164,827 | $61,014,010 | 5.75% | |
| CPRT |
Copart Inc
Industrials
|
1,756,341 | $58,310,521 | 5.49% | |
| MSCI |
MSCI Inc.
Financial Services
|
106,886 | $57,612,622 | 5.43% | |
| FICO |
Fair Isaac Corp
Technology
|
48,818 | $52,115,167 | 4.91% | |
| WM |
Waste Management Inc
Industrials
|
220,662 | $50,705,920 | 4.78% | |
| AON |
Aon plc
Financial Services
|
147,010 | $47,451,887 | 4.47% | |
| LIN |
Linde PLC
Basic Materials
|
87,574 | $43,415,686 | 4.09% | |
| RSG |
Republic Services, Inc.
Industrials
|
194,097 | $42,511,124 | 4.01% |
Portfolio Trend
25 quarters · across all stocks
Holdings in MCO
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $76,327,608 | 174,963 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $92,466,404 | 181,005 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $87,877,682 | 184,431 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $89,113,984 | 177,663 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $83,675,644 | 179,681 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $85,736,301 | 181,119 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $86,130,491 | 181,484 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $77,323,999 | 183,698 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $72,179,173 | 183,648 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $73,250,699 | 187,553 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $59,297,999 | 187,551 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $65,240,269 | 187,623 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $57,424,346 | 187,649 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $52,316,477 | 187,770 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $45,608,408 | 187,604 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $50,983,496 | 187,460 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $63,235,020 | 187,413 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $73,002,526 | 186,908 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $67,323,529 | 189,585 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $67,586,353 | 186,512 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $57,111,252 | 191,257 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $55,344,414 | 190,685 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $55,247,438 | 190,607 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $53,415,753 | 194,430 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $42,748,380 | 202,120 | Shares | Sole | 2020-05-08 | |
| No 13F history on record for this holder in this stock. | ||||||