HoldingsChannel.com
| 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 |
| ISHARES TR (IGIB) |
15,660 | -43 | $814 |
| IGIB | 15,660 | -43 | $814 |
See Summary: GFI Investment Counsel Ltd. Top Holdings
See Details: Top 10 Stocks Held By GFI Investment Counsel Ltd.
| Entity | Shares/Amount Change | Position Value Change |
|---|---|---|
| IGIB | -15,703 | -$764 |
| Entity | Shares/Amount Change | Position Value Change |
|---|---|---|
| HLT | +34,289 | +$13,397 |
| BIL | +7,994 | +$703 |
| AON | +418 | -$4,210 |
| BRK | +322 | +$129 |
| XPEL | UNCH | -$2,419 |
| IGIB | -43 | +$50 |
| FIX | -5,291 | +$8,590 |
| MSCI | -5,881 | +$2,910 |
| MCO | -7,375 | +$10,452 |
| FERG | -10,287 | +$5,939 |
| Entity | Shares/Amount Change | Position Value Change |
|---|---|---|
| AAPL | -41,698 | +$349 |
| G | -35,995 | -$2,934 |
| FSV | -15,800 | -$2,069 |
| MSFT | -15,466 | +$7,942 |
| V | -14,428 | +$4,634 |
| EFX | -12,455 | +$15,732 |
| SHW | -10,320 | +$8,411 |
|
Size ($ 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 |
