13F HOLDINGS REPORT (Amended)
GFI Investment Counsel Ltd.
Quarter ended Q2 2025 · Filed June 10, 2025 · Accession 0001688774-25-000005
Total Value
$656.9M
Positions
16
Other Managers
0
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 413,372 | $80.2M | 12.21% |
| 2 | MICROSOFT CORP | MSFT | 232,292 | $79.1M | 12.04% |
| 3 | EQUIFAX INC | EFX | 289,358 | $68.1M | 10.37% |
| 4 | VISA INC | V | 275,619 | $65.5M | 9.96% |
| 5 | MOODYS CORP | MCO | 178,792 | $62.2M | 9.46% |
| 6 | MSCI INC | MSCI | 119,436 | $56.1M | 8.53% |
| 7 | SHERWIN WILLIAMS CO | SHW | 207,128 | $55.0M | 8.37% |
| 8 | COMFORT SYS USA INC | 199908104 | 273,796 | $45.0M | 6.84% |
| 9 | AON PLC | AON | 123,662 | $42.7M | 6.50% |
| 10 | FERGUSON PLC NEW | G3421J106 | 270,998 | $42.6M | 6.49% |
| 11 | GENPACT LIMITED | G | 1,089,070 | $40.9M | 6.23% |
| 12 | XPEL INC | XPEL | 104,000 | $8.8M | 1.33% |
| 13 | SPDR SER TR | 78468R663 | 54,374 | $5.0M | 0.76% |
| 14 | FIRSTSERVICE CORP NEW | FSV | 29,750 | $4.6M | 0.70% |
| 15 | ISHARES TR | 464288638 | 15,703 | $794,101 | 0.12% |
| 16 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,440 | $491,040 | 0.07% |