13F HOLDINGS REPORT (Amended)
GFI Investment Counsel Ltd.
Quarter ended Q2 2025 · Filed June 10, 2025 · Accession 0001688774-25-000006
Total Value
$655.5M
Positions
17
Other Managers
0
Confidential Omitted
No
Holdings (17)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 228,174 | $72.0M | 10.99% |
| 2 | APPLE INC | AAPL | 392,886 | $67.3M | 10.26% |
| 3 | VISA INC | V | 276,541 | $63.6M | 9.70% |
| 4 | MSCI INC | MSCI | 118,629 | $60.9M | 9.29% |
| 5 | MOODYS CORP | MCO | 179,286 | $56.7M | 8.65% |
| 6 | EQUIFAX INC | EFX | 293,371 | $53.7M | 8.20% |
| 7 | SHERWIN WILLIAMS CO | SHW | 204,568 | $52.2M | 7.96% |
| 8 | COMFORT SYS USA INC | 199908104 | 274,513 | $46.8M | 7.14% |
| 9 | FERGUSON PLC NEW | G3421J106 | 277,091 | $45.6M | 6.95% |
| 10 | AON PLC | AON | 130,551 | $42.3M | 6.46% |
| 11 | GENPACT LIMITED | G | 1,130,325 | $40.9M | 6.24% |
| 12 | HILTON WORLDWIDE HLDGS INC | HLT | 224,152 | $33.7M | 5.14% |
| 13 | XPEL INC | XPEL | 104,000 | $8.0M | 1.22% |
| 14 | SPDR SER TR | 78468R663 | 65,554 | $6.0M | 0.92% |
| 15 | FIRSTSERVICE CORP NEW | FSV | 29,750 | $4.3M | 0.66% |
| 16 | ISHARES TR | 464288638 | 15,703 | $763,951 | 0.12% |
| 17 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 2,139 | $749,292 | 0.11% |