HoldingsChannel.com
YCG LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
Mastercard Inc 176,848 -338 $41,919
     MA176,848-338$41,919
Moodys Corp 202,120 -17,034 $41,653
     MCO202,120-17,034$41,653
CBRE Group Inc 1,085,559 +272,831 $39,987
     CBRE1,085,559+272,831$39,987
MSCI Inc. 141,982 +3,726 $39,890
     MSCI141,982+3,726$39,890
Schwab Charles Corp 1,034,758 +126,054 $34,497
     SCHW1,034,758+126,054$34,497
Nike Inc 372,585 -28,726 $30,386
     NKE372,585-28,726$30,386
AON Plc 173,121 -44,375 $27,803
     AON173,121-44,375$27,803
Alphabet Inc 23,694 -7,570 $26,897
     GOOG23,694-7,570$26,897
Bk of America Corp 1,274,592 +733,262 $26,721
     BAC1,274,592+733,262$26,721
Wells Fargo & Co New 936,920 +255,193 $25,996
     WFC936,920+255,193$25,996
Facebook Inc 141,517 -9,812 $23,182
     FB141,517-9,812$23,182
Verisk Analytics Inc 162,274 +6,821 $22,724
     VRSK162,274+6,821$22,724
Copart Inc 328,843 -49,602 $22,065
     CPRT328,843-49,602$22,065
Booking Hldgs Inc 15,969 +5,890 $20,999
     BKNG15,969+5,890$20,999
Marsh & McLennan Cos Inc 246,217 -36,995 $20,708
     MMC246,217-36,995$20,708
Lauder Estee Cos Inc 120,330 +29,676 $18,829
     EL120,330+29,676$18,829
Microsoft Corp 110,753 +2,065 $17,262
     MSFT110,753+2,065$17,262
Unilever N V 322,751 -104,724 $15,539
     UN322,751-104,724$15,539
Pepsico Inc 128,193 -43,123 $15,321
     PEP128,193-43,123$15,321
Procter & Gamble Co 119,373 -15,406 $13,104
     PG119,373-15,406$13,104
Intuit 56,557 +3,993 $12,687
     INTU56,557+3,993$12,687
Colgate Palmolive Co 159,168 -290,755 $10,505
     CL159,168-290,755$10,505
JPMorgan Chase & Co 94,987 -11,541 $8,287
     JPM94,987-11,541$8,287
Berkshire Hathaway Inc Del      $7,826
     BRK.B27,926-667$5,106
     BRK.A10UNCH$2,720
Coca Cola Co 107,464 -263 $4,755
     KO107,464-263$4,755
Disney Walt Co 48,819 -6,197 $4,689
     DIS48,819-6,197$4,689
Visa Inc 28,077 -4,879 $4,468
     V28,077-4,879$4,468
Progressive Corp Ohio 46,027 +46,027 $3,331
     PGR46,027+46,027$3,331
Adobe Inc 7,461 +7,461 $2,247
     ADBE7,461+7,461$2,247
Ferrari N V 11,325 +11,325 $1,681
     RACE11,325+11,325$1,681
Equifax Inc 14,000 UNCH $1,672
     EFX14,000UNCH$1,672
Stryker Corp 8,264 -295 $1,376
     SYK8,264-295$1,376
Becton Dickinson & Co 5,713 -299 $1,313
     BDX5,713-299$1,313
Johnson & Johnson 9,890 -1,250 $1,297
     JNJ9,890-1,250$1,297
U S Bancorp Del 22,874 -46,448 $788
     USB22,874-46,448$788
Sysco Corp 15,933 +12,433 $727
     SYY15,933+12,433$727
HDFC Bank LTD 16,800 +16,800 $646
     HDB16,800+16,800$646
TJX COS INC NEW 10,000 UNCH $478
     TJX10,000UNCH$478
Markel Corp 400 UNCH $371
     MKL400UNCH$371
Fair Isaac Corp 769 +769 $237
     FICO769+769$237
Bank New York Mellon Corp 6,394 -100 $215
     BK6,394-100$215

See Full List: All Stocks Held By YCG LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By YCG LLC

Size ($ in 1000's)
At 03/31/2020: $595,242
At 12/31/2019: $762,128

YCG LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from YCG LLC 13F filings. Link to 13F filings: SEC filings

YCG LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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