EdgeMarket › What Gfi Investment Counsel Ltd. reported owning
What Gfi Investment Counsel Ltd. reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
731.5MPositions
24Quarter
2026-03-31Shown below
24largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| HLT Hilton Worldwide Holdings Inc. | 75.6M | 10.3% | 248.6K | 326.63 | +21.0% |
| FERG Ferguson Enterprises Inc. /DE/ | 61.3M | 8.4% | 263.0K | 242.24 | +5.1% |
| MSCI MSCI Inc. | 58.8M | 8.0% | 109.0K | 563.49 | -1.9% |
| V VISA INC. | 58.7M | 8.0% | 194.2K | 371.04 | +7.9% |
| AXP AMERICAN EXPRESS CO | 57.4M | 7.9% | 189.8K | 336.00 | +8.9% |
| MSFT MICROSOFT CORP | 52.6M | 7.2% | 142.2K | 483.24 | -4.4% |
| MCO MOODYS CORP /DE/ | 52.6M | 7.2% | 120.5K | 503.32 | -2.3% |
| AON Aon plc | 50.8M | 6.9% | 157.4K | 355.11 | -5.1% |
| SHW SHERWIN WILLIAMS CO | 46.4M | 6.3% | 144.8K | 346.59 | -5.6% |
| ROP ROPER TECHNOLOGIES INC | 45.2M | 6.2% | 127.7K | 411.79 | -23.8% |
| OTIS Otis Worldwide Corp | 45.1M | 6.2% | 585.4K | 71.49 | -19.8% |
| EFX EQUIFAX INC | 41.7M | 5.7% | 231.8K | 192.62 | -22.4% |
| AMZN AMAZON COM INC | 34.6M | 4.7% | 166.3K | 258.63 | +15.6% |
| BAM Brookfield Asset Management Ltd. | 24.6M | 3.4% | 554.8K | 52.30 | -11.9% |
| VRSN VERISIGN INC/CA | 10.8M | 1.5% | 43.5K | 281.80 | +3.8% |
| BIL State Street SPDR Bloomberg 1-3 Month T-Bill E | 7.0M | 1.0% | 76.7K | 91.60 | -0.1% |
| GOOGL Alphabet Inc. | 3.0M | 0.4% | 10.3K | 344.82 | +73.0% |
| FSV FirstService Corp | 1.9M | 0.3% | 13.4K | 144.49 | -27.5% |
| AAPL Apple Inc. | 1.3M | 0.2% | 5.1K | 309.35 | +36.9% |
| IGIB iShares 5-10 Year Investment Grade Corporate B | 637.8K | 0.1% | 12.0K | 52.14 | -2.5% |
| unmapped CUSIP 084670702 | 624.9K | 0.1% | 1.3K | — | — |
| COST COSTCO WHOLESALE CORP /NEW | 322.8K | 0.0% | 324 | 947.74 | -4.7% |
| TSLA Tesla, Inc. | 233.5K | 0.0% | 628 | 362.86 | +12.0% |
| PSLV Sprott Physical Silver Trust | 207.7K | 0.0% | 8.5K | 22.84 | +77.9% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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