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 OTIS
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $45,119,857 | 585,364 | Shares | Sole | 2026-05-14 | |
| 2025-09-30 | $59,021,630 | 645,539 | Shares | Sole | 2025-11-13 | |
| No 13F history on record for this holder in this stock. | ||||||