Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
MICROSOFT CORP | 212,708 | -15,466 | $79,987 |
MSFT | 212,708 | -15,466 | $79,987 |
EQUIFAX INC | 280,916 | -12,455 | $69,468 |
EFX | 280,916 | -12,455 | $69,468 |
VISA INC | 262,113 | -14,428 | $68,241 |
V | 262,113 | -14,428 | $68,241 |
APPLE INC | 351,188 | -41,698 | $67,614 |
AAPL | 351,188 | -41,698 | $67,614 |
MOODYS CORP | 171,911 | -7,375 | $67,142 |
MCO | 171,911 | -7,375 | $67,142 |
MSCI INC | 112,748 | -5,881 | $63,776 |
MSCI | 112,748 | -5,881 | $63,776 |
SHERWIN WILLIAMS CO | 194,248 | -10,320 | $60,586 |
SHW | 194,248 | -10,320 | $60,586 |
COMFORT SYS USA INC | 269,222 | -5,291 | $55,371 |
FIX | 269,222 | -5,291 | $55,371 |
FERGUSON PLC NEW | 266,804 | -10,287 | $51,512 |
FERG | 266,804 | -10,287 | $51,512 |
HILTON WORLDWIDE HLDGS INC | 258,441 | +34,289 | $47,060 |
HLT | 258,441 | +34,289 | $47,060 |
AON PLC | 130,969 | +418 | $38,115 |
AON | 130,969 | +418 | $38,115 |
GENPACT LIMITED | 1,094,330 | -35,995 | $37,984 |
G | 1,094,330 | -35,995 | $37,984 |
SPDR SER TR (BIL) | 73,548 | +7,994 | $6,722 |
BIL | 73,548 | +7,994 | $6,722 |
XPEL INC | 104,000 | UNCH | $5,600 |
XPEL | 104,000 | UNCH | $5,600 |
FIRSTSERVICE CORP NEW | 13,950 | -15,800 | $2,261 |
FSV | 13,950 | -15,800 | $2,261 |
BERKSHIRE HATHAWAY INC DEL | $878 | ||
BRK.B | 2,461 | +322 | $878 |
See Full List: All Stocks Held By GFI Investment Counsel Ltd.
Including:
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By GFI Investment Counsel Ltd.
Size ($ in 1000's)
At 12/31/2023: $723,131 At 09/30/2023: $655,525 GFI Investment Counsel Ltd. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from GFI Investment Counsel Ltd. 13F filings. Link to 13F filings: SEC filings |