Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
GFI Investment Counsel Ltd. (CIK 1688774) reported $731.5M across 24 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: HLT ($75.6M, 10.33%), FERG ($61.3M, 8.39%), MSCI ($58.8M, 8.03%), V ($58.7M, 8.02%), AXP ($57.4M, 7.85%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | HLT | HILTON WORLDWIDE HLDGS INC | $75.6M | 10.33% | 248,561 | Trimmed |
| 2 | FERG | FERGUSON ENTERPRISES INC | $61.3M | 8.39% | 262,970 | Trimmed |
| 3 | MSCI | MSCI INC | $58.8M | 8.03% | 109,010 | Trimmed |
| 4 | V | VISA INC | $58.7M | 8.02% | 194,169 | Trimmed |
| 5 | AXP | AMERICAN EXPRESS CO | $57.4M | 7.85% | 189,847 | Trimmed |
| 6 | MSFT | MICROSOFT CORP | $52.6M | 7.20% | 142,198 | Trimmed |
| 7 | MCO | MOODYS CORP | $52.6M | 7.19% | 120,472 | Trimmed |
| 8 | AON | AON PLC | $50.8M | 6.95% | 157,437 | Trimmed |
| 9 | SHW | SHERWIN WILLIAMS CO | $46.4M | 6.35% | 144,831 | Trimmed |
| 10 | ROP | ROPER TECHNOLOGIES INC | $45.2M | 6.18% | 127,720 | Trimmed |
| 11 | OTIS | OTIS WORLDWIDE CORP | $45.1M | 6.17% | 585,364 | Trimmed |
| 12 | EFX | EQUIFAX INC | $41.7M | 5.71% | 231,801 | Trimmed |
| 13 | AMZN | AMAZON COM INC | $34.6M | 4.73% | 166,292 | Added |
| 14 | BAM | BROOKFIELD ASSET MANAGMT LTD | $24.6M | 3.36% | 554,753 | Trimmed |
| 15 | VRSN | VERISIGN INC | $10.8M | 1.48% | 43,470 | New |
| 16 | BIL | SPDR SERIES TRUST | $7.0M | 0.96% | 76,708 | Added |
| 17 | GOOGL | ALPHABET INC | $3.0M | 0.40% | 10,300 | Added |
| 18 | FSV | FIRSTSERVICE CORP NEW | $1.9M | 0.25% | 13,421 | Hold |
| 19 | AAPL | APPLE INC | $1.3M | 0.18% | 5,071 | Added |
| 20 | IGIB | ISHARES TR | $637,788 | 0.09% | 11,984 | Hold |
| 21 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $624,877 | 0.09% | 1,304 | Added |
| 22 | COST | COSTCO WHOLESALE CORPORATION | $322,843 | 0.04% | 324 | Added |
| 23 | PSLV | SPROTT ASSET MANAGEMENT LP | $207,705 | 0.03% | 8,520 | Hold |
| 24 | TSLA | TESLA INC | $233,459 | 0.03% | 628 | Hold |
| 25 | CBRE | CBRE GROUP INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31