13F HOLDINGS REPORT (Amended)
GFI Investment Counsel Ltd.
Quarter ended Q2 2025 · Filed June 10, 2025 · Accession 0001688774-25-000007
Total Value
$723.1M
Positions
17
Other Managers
0
Confidential Omitted
No
Holdings (17)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 212,708 | $80.0M | 11.06% |
| 2 | EQUIFAX INC | EFX | 280,916 | $69.5M | 9.61% |
| 3 | VISA INC | V | 262,113 | $68.2M | 9.44% |
| 4 | APPLE INC | AAPL | 351,188 | $67.6M | 9.35% |
| 5 | MOODYS CORP | MCO | 171,911 | $67.1M | 9.28% |
| 6 | MSCI INC | MSCI | 112,748 | $63.8M | 8.82% |
| 7 | SHERWIN WILLIAMS CO | SHW | 194,248 | $60.6M | 8.38% |
| 8 | COMFORT SYS USA INC | 199908104 | 269,222 | $55.4M | 7.66% |
| 9 | FERGUSON PLC NEW | G3421J106 | 266,804 | $51.5M | 7.12% |
| 10 | HILTON WORLDWIDE HLDGS INC | HLT | 258,441 | $47.1M | 6.51% |
| 11 | AON PLC | AON | 130,969 | $38.1M | 5.27% |
| 12 | GENPACT LIMITED | G | 1,094,330 | $38.0M | 5.25% |
| 13 | SPDR SER TR | 78468R663 | 73,548 | $6.7M | 0.93% |
| 14 | XPEL INC | XPEL | 104,000 | $5.6M | 0.77% |
| 15 | FIRSTSERVICE CORP NEW | FSV | 13,950 | $2.3M | 0.31% |
| 16 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 2,461 | $877,740 | 0.12% |
| 17 | ISHARES TR | 464288638 | 15,660 | $814,320 | 0.11% |