YCG, LLC

CIK

1584801

City

AUSTIN

State / Country

Stock

VRSK — Verisk Analytics, Inc.

Top Portfolio Positions

39 positions · $1,061,312,809 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
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%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$41,479,539	218,601	+17.3%	Shares	Sole	2026-05-14
2025-12-31	$41,699,842	186,418	+25.9%	Shares	Sole	2026-02-11
2025-09-30	$37,230,522	148,028	+3.6%	Shares	Sole	2025-10-28
2025-06-30	$44,513,661	142,901	-26.1%	Shares	Sole	2025-08-13
2025-03-31	$57,529,053	193,297	-1.3%	Shares	Sole	2025-05-13
2024-12-31	$53,937,181	195,829	-0.7%	Shares	Sole	2025-02-10
2024-09-30	$52,858,057	197,261	-0.3%	Shares	Sole	2024-11-04
2024-06-30	$53,330,737	197,851	-0.1%	Shares	Sole	2024-08-06
2024-03-31	$46,662,989	197,951	-0.4%	Shares	Sole	2024-05-06
2023-12-31	$47,453,838	198,668	-0.2%	Shares	Sole	2024-01-29
2023-09-30	$47,029,241	199,074	-1.5%	Shares	Sole	2023-10-25
2023-06-30	$45,666,875	202,039	-1.2%	Shares	Sole	2023-08-14
2023-03-31	$39,247,840	204,565	-0.1%	Shares	Sole	2023-05-12
2022-12-31	$36,142,283	204,865	-0.1%	Shares	Sole	2023-02-03
2022-09-30	$34,959,502	205,005	-0.0%	Shares	Sole	2022-11-10
2022-06-30	$35,492,796	205,054	+0.0%	Shares	Sole	2022-08-04
2022-03-31	$44,009,022	205,046	+0.1%	Shares	Sole	2022-05-05
2021-12-31	$46,841,387	204,789	-2.3%	Shares	Sole	2022-02-14
2021-09-30	$41,964,976	209,542	-0.6%	Shares	Sole	2021-11-05
2021-06-30	$36,850,544	210,912	+24.1%	Shares	Sole	2021-08-02
2021-03-31	$30,026,521	169,939	+0.9%	Shares	Sole	2021-05-12
2020-12-31	$34,945,908	168,341	-0.5%	Shares	Sole	2021-02-12
2020-09-30	$31,339,812	169,121	+1.1%	Shares	Sole	2020-11-09
2020-06-30	$28,481,778	167,343	+3.1%	Shares	Sole	2020-08-14
2020-03-31	$22,617,750	162,274	—	Shares	Sole	2020-05-08
No 13F history on record for this holder in this stock.