13F HOLDINGS REPORT (Amended)
GFI Investment Counsel Ltd.
Quarter ended Q2 2025 · Filed June 10, 2025 · Accession 0001688774-25-000003
Total Value
$593.6M
Positions
16
Other Managers
0
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SCHWAB CHARLES CORP | SCHW-PJ | 850,998 | $70.9M | 11.94% |
| 2 | VISA INC | V | 287,795 | $59.8M | 10.07% |
| 3 | APPLE INC | AAPL | 453,482 | $58.9M | 9.93% |
| 4 | EQUIFAX INC | EFX | 297,070 | $57.7M | 9.73% |
| 5 | MSCI INC | MSCI | 123,476 | $57.4M | 9.68% |
| 6 | MICROSOFT CORP | MSFT | 238,910 | $57.3M | 9.65% |
| 7 | GENPACT LIMITED | G | 1,103,598 | $51.1M | 8.61% |
| 8 | MOODYS CORP | MCO | 181,194 | $50.5M | 8.50% |
| 9 | SHERWIN WILLIAMS CO | SHW | 211,099 | $50.1M | 8.44% |
| 10 | ALPHABET INC | GOOG | 361,036 | $31.9M | 5.37% |
| 11 | COMFORT SYS USA INC | 199908104 | 268,630 | $30.9M | 5.21% |
| 12 | XPEL INC | XPEL | 104,000 | $6.2M | 1.05% |
| 13 | SPDR SER TR | 78468R663 | 45,710 | $4.2M | 0.70% |
| 14 | FIRSTSERVICE CORP NEW | FSV | 29,750 | $3.6M | 0.61% |
| 15 | INVESCO QQQ TR | IVZ | 8,565 | $2.3M | 0.38% |
| 16 | ISHARES TR | 464288638 | 15,703 | $777,456 | 0.13% |