GFI Investment Counsel Ltd.

GFI Investment Counsel Ltd. reported 30 holdings worth US$737M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 14, 2026

GFI Investment Counsel Ltd. reported 30 holdings worth US$737M as of Jun 30, 2026. Largest: Hilton Worldwide Holdings Inc., Visa Inc. and American Express Company. Filed Aug 14, 2026 (Form 13F).

Holdings
30
Value as reported
US$737M

The filing in full

CompanySharesValue as reported% of portfolio
Hilton Worldwide Holdings Inc.216KUS$71.5M9.7%
Visa Inc.188KUS$64.6M8.8%
American Express Company184KUS$62.2M8.4%
Ferguson Enterprises Inc.251KUS$59.6M8.1%
Msci Inc.105KUS$58.6M7.9%
Moody's Corporation118KUS$53.4M7.2%
Microsoft Corp.138KUS$51.5M7.0%
Sherwin-williams Company (the)142KUS$48.9M6.6%
Amazon.com, Inc.162KUS$38.7M5.2%
Equifax, Inc.227KUS$36M4.9%
Otis Worldwide Corporation443KUS$31.7M4.3%
Interactive Brokers Group, Inc.339KUS$29.5M4.0%
Verisign, Inc.114KUS$28.6M3.9%
Brookfield Asset Management Inc541KUS$24.2M3.3%
Alphabet Inc (google) Class C20,463US$7.31M0.99%
Roper Technologies, Inc.8,150US$2.76M0.37%
Firstservice Corp13,421US$1.9M0.26%
Draftkings Inc.39,635US$1M0.14%
Apple Inc2,961US$857K0.12%
Berkshire Hathaway Inc.1,289US$645K0.09%
Costco Wholesale Corporation324US$303K0.04%
Tesla, Inc.628US$264K0.04%
Royal Bank Of Canada989US$204K0.03%

Source

View original at SEC

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