GFI Investment Counsel Ltd.
Net seller this quarter
$737M
26
-$23.3M
76.2%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 HLT | $71.5M | 9.70% | 0.10% | -12.9% | Q4 2016 |
 V | $64.6M | 8.76% | 0.01% | -3.1% | Q4 2016 |
 AXP | $62.2M | 8.44% | 0.03% | -3.1% | Q2 2024 |
 FERG | $59.6M | 8.08% | 0.13% | -4.5% | Q2 2023 |
 MSCI | $58.6M | 7.95% | 0.14% | -4.0% | Q4 2016 |
 MCO | $53.4M | 7.24% | 0.07% | -2.2% | Q2 2020 |
 AON | $53.1M | 7.20% | 0.07% | +1.6% | Q2 2023 |
 MSFT | $51.5M | 6.98% | 0.00% | -3.0% | Q4 2016 |
 SHW | $48.9M | 6.63% | 0.06% | -2.0% | Q4 2016 |
 AMZN | $38.7M | 5.24% | 0.00% | -2.5% | Q1 2017 |
 EFX | $36M | 4.89% | 0.19% | -2.1% | Q1 2021 |
 OTIS | $31.7M | 4.30% | 0.12% | -24.3% | Q3 2025 |
 IBKR | $29.5M | 4.00% | 0.13% | New | Q2 2026 |
 VRSN | $28.6M | 3.88% | 0.13% | +161.4% | Q2 2024 |
 BAM | $24.2M | 3.29% | Not reported | -2.4% | Q4 2025 |
 GOOGL | $7.09M | 0.96% | 0.00% | +92.5% | Q4 2016 |
 ROP | $2.76M | 0.37% | 0.01% | -93.6% | Q1 2025 |
 FSV | $1.9M | 0.26% | 0.03% | Not reported | Q3 2017 |
 SPY | $1.29M | 0.17% | Not reported | Not reported | Q2 2022 |
 DKNG | $1M | 0.14% | Not reported | New | Q2 2026 |
 AAPL | $857K | 0.12% | 0.00% | -41.6% | Q4 2016 |
 BRK.B | $645K | 0.09% | Not reported | -1.2% | Q4 2016 |
 COST | $303K | 0.04% | 0.00% | Not reported | Q2 2025 |
 TSLA | $264K | 0.04% | 0.00% | Not reported | Q4 2024 |
| GOOG | $226K | 0.03% | Not reported | Not reported | Q4 2016 |
 RY | $204K | 0.03% | 0.00% | Not reported | Q4 2025 |
| Q1 2026 | |||||
| HLT | $75.6M | 10.33% | 0.11% | -8.2% | Q4 2016 |
| FERG | $61.3M | 8.39% | 0.14% | -8.7% | Q2 2023 |
| MSCI | $58.8M | 8.03% | 0.15% | -7.8% | Q4 2016 |
| V | $58.7M | 8.02% | 0.01% | -20.1% | Q4 2016 |
| AXP | $57.4M | 7.85% | 0.03% | -6.8% | Q2 2024 |
| MSFT | $52.6M | 7.20% | 0.00% | -21.0% | Q4 2016 |
| MCO | $52.6M | 7.19% | 0.07% | -24.0% | Q2 2020 |
| AON | $50.8M | 6.95% | 0.07% | -5.8% | Q2 2023 |
| SHW | $46.4M | 6.35% | 0.06% | -23.1% | Q4 2016 |
| ROP | $45.2M | 6.18% | 0.12% | -6.9% | Q1 2025 |
| OTIS | $45.1M | 6.17% | 0.15% | -8.7% | Q3 2025 |
| EFX | $41.7M | 5.71% | 0.19% | -7.5% | Q1 2021 |
| AMZN | $34.6M | 4.73% | 0.00% | +16714.2% | Q1 2017 |
| BAM | $24.6M | 3.36% | Not reported | -5.7% | Q4 2025 |
| VRSN | $10.8M | 1.48% | 0.05% | Not reported | Q2 2024 |
| GOOGL | $2.96M | 0.40% | 0.00% | +83.0% | Q4 2016 |
| FSV | $1.86M | 0.25% | 0.03% | Not reported | Q3 2017 |
| AAPL | $1.29M | 0.18% | 0.00% | +83.5% | Q4 2016 |
| BRK.B | $625K | 0.09% | Not reported | +8.9% | Q4 2016 |
| COST | $323K | 0.04% | 0.00% | +26.1% | Q2 2025 |
| TSLA | $233K | 0.03% | 0.00% | Not reported | Q4 2024 |
 PSLV | $208K | 0.03% | 0.00% | Not reported | Q4 2025 |
| Q4 2025 | |||||
| MSFT | $87M | 9.28% | 0.00% | -2.1% | Q4 2016 |
| V | $85.2M | 9.09% | 0.01% | -1.8% | Q4 2016 |
| MCO | $80.9M | 8.63% | 0.09% | -1.8% | Q2 2020 |
| HLT | $77.7M | 8.29% | 0.12% | -1.5% | Q4 2016 |
| AXP | $75.4M | 8.04% | 0.03% | -1.1% | Q2 2024 |
| MSCI | $67.8M | 7.23% | 0.16% | -0.9% | Q4 2016 |
| FERG | $64.1M | 6.83% | 0.15% | +1.5% | Q2 2023 |
 G | $61.8M | 6.59% | 0.78% | -1.2% | Q3 2017 |
| SHW | $61M | 6.51% | 0.08% | -0.7% | Q4 2016 |
| ROP | $61M | 6.51% | 0.13% | -2.3% | Q1 2025 |
| AON | $59M | 6.29% | 0.08% | -0.3% | Q2 2023 |
| OTIS | $56M | 5.97% | 0.16% | -0.7% | Q3 2025 |
| EFX | $54.3M | 5.80% | 0.21% | -0.1% | Q1 2021 |
| BAM | $30.8M | 3.29% | Not reported | New | Q4 2025 |
| FSV | $2.09M | 0.22% | 0.03% | +6.9% | Q3 2017 |
| GOOGL | $1.76M | 0.19% | 0.00% | Not reported | Q4 2016 |
 CRM | $1.68M | 0.18% | 0.00% | -72.7% | Q3 2024 |
| AAPL | $751K | 0.08% | 0.00% | +11.5% | Q4 2016 |
| BRK.B | $602K | 0.06% | Not reported | Not reported | Q4 2016 |
 BAH | $347K | 0.04% | 0.00% | -99.0% | Q1 2024 |
| TSLA | $282K | 0.03% | 0.00% | Not reported | Q4 2024 |
 CBRE | $241K | 0.03% | 0.00% | Not reported | Q4 2016 |
| RY | $229K | 0.02% | 0.00% | New | Q4 2025 |
| AMZN | $228K | 0.02% | 0.00% | Not reported | Q1 2017 |
| COST | $222K | 0.02% | 0.00% | Not reported | Q2 2025 |
| PSLV | $202K | 0.02% | 0.00% | New | Q4 2025 |
| Q3 2025 | |||||
| MSFT | $95.2M | 9.91% | 0.00% | -1.0% | Q4 2016 |
| V | $84.5M | 8.80% | 0.01% | -0.2% | Q4 2016 |
| MCO | $76.9M | 8.01% | 0.09% | +0.2% | Q2 2020 |
| HLT | $71.3M | 7.42% | 0.12% | -0.2% | Q4 2016 |
| ROP | $70M | 7.28% | 0.13% | +0.1% | Q1 2025 |
| AXP | $68.4M | 7.12% | 0.03% | +0.1% | Q2 2024 |
| MSCI | $67.7M | 7.05% | 0.16% | +0.7% | Q4 2016 |
| SHW | $65.7M | 6.84% | 0.08% | +0.3% | Q4 2016 |
| EFX | $64.3M | 6.69% | 0.20% | +0.6% | Q1 2021 |
| FERG | $63.7M | 6.63% | 0.14% | -3.4% | Q2 2023 |
| AON | $59.8M | 6.22% | 0.08% | +0.6% | Q2 2023 |
| OTIS | $59M | 6.14% | 0.16% | New | Q3 2025 |
| G | $56M | 5.83% | 0.77% | +0.5% | Q3 2017 |
| BAH | $40.7M | 4.24% | 0.33% | +2.7% | Q1 2024 |
| CRM | $5.53M | 0.58% | 0.00% | +0.2% | Q3 2024 |
| FSV | $2.39M | 0.25% | 0.03% | +0.5% | Q3 2017 |
| AAPL | $631K | 0.07% | 0.00% | Not reported | Q4 2016 |
| BRK.B | $602K | 0.06% | Not reported | Not reported | Q4 2016 |
| TSLA | $279K | 0.03% | 0.00% | Not reported | Q4 2024 |
| COST | $238K | 0.02% | 0.00% | Not reported | Q2 2025 |
| CBRE | $236K | 0.02% | 0.00% | Not reported | Q4 2016 |
 NFLX | $218K | 0.02% | 0.00% | Not reported | Q3 2018 |