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.
YCG, LLC (CIK 1584801) reported $1.10B across 42 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MA ($78.2M, 7.08%), MCO ($76.3M, 6.91%), MSFT ($61.0M, 5.52%), CPRT ($58.3M, 5.28%), MSCI ($57.6M, 5.21%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MA | MASTERCARD INCORPORATED | $78.2M | 7.08% | 156,474 | Trimmed |
| 2 | MCO | MOODYS CORP | $76.3M | 6.91% | 174,963 | Trimmed |
| 3 | MSFT | MICROSOFT CORP | $61.0M | 5.52% | 164,827 | Trimmed |
| 4 | CPRT | COPART INC | $58.3M | 5.28% | 1.8M | Added |
| 5 | MSCI | MSCI INC | $57.6M | 5.21% | 106,886 | Trimmed |
| 6 | FICO | FAIR ISAAC CORP | $52.1M | 4.72% | 48,818 | Added |
| 7 | WM | WASTE MGMT INC DEL | $50.7M | 4.59% | 220,662 | Trimmed |
| 8 | AON | AON PLC | $47.5M | 4.30% | 147,010 | Trimmed |
| 9 | LIN | LINDE PLC | $43.4M | 3.93% | 87,574 | Added |
| 10 | RSG | REPUBLIC SVCS INC | $42.5M | 3.85% | 194,097 | Trimmed |
| 11 | GOOG | ALPHABET INC | $41.6M | 3.77% | 145,117 | Trimmed |
| 12 | VRSK | VERISK ANALYTICS INC | $41.5M | 3.75% | 218,601 | Added |
| 13 | MMC | MARSH & MCLENNAN COS INC | $40.8M | 3.69% | 235,107 | Trimmed |
| 14 | CME | CME GROUP INC | $40.1M | 3.63% | 135,837 | Added |
| 15 | AMZN | AMAZON COM INC | $40.0M | 3.62% | 191,855 | Trimmed |
| 16 | SPGI | S&P GLOBAL INC | $36.0M | 3.26% | 84,718 | Trimmed |
| 17 | TDG | TRANSDIGM GROUP INC | $35.0M | 3.17% | 30,176 | Added |
| 18 | CP | CANADIAN PACIFIC KANSAS CITY | $26.6M | 2.41% | 337,905 | Trimmed |
| 19 | CNI | CANADIAN NATL RY CO | $26.4M | 2.39% | 257,059 | Trimmed |
| 20 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $21.8M | 1.97% | 45,460 | Trimmed |
| 21 | RACE | FERRARI N V | $21.0M | 1.90% | 62,165 | Trimmed |
| 22 | INTU | INTUIT | $19.1M | 1.73% | 44,127 | Trimmed |
| 23 | V | VISA INC | $17.3M | 1.57% | 57,276 | Trimmed |
| 24 | PG | PROCTER & GAMBLE CO | $16.3M | 1.48% | 112,905 | Trimmed |
| 25 | CBRE | CBRE GROUP INC | $15.1M | 1.37% | 111,501 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31