§ 13F · FUND PROFILE
GFI Investment Counsel Ltd..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $961M (13F)Positions · 26Turnover · — · Q1Filed · May 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$11M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | HLT | HILTON WORLDWIDE HLDGS INC | 249K | $76M | 10.3% | −54% |
| 2 | FERG | FERGUSON ENTERPRISES INC | 263K | $61M | 8.4% | −54% |
| 3 | MSCI | MSCI INC | 109K | $59M | 8.0% | −54% |
| 4 | V | VISA INC | 194K | $59M | 8.0% | −60% |
| 5 | AXP | AMERICAN EXPRESS CO | 190K | $57M | 7.9% | −53% |
| 6 | MSFT | MICROSOFT CORP | 142K | $53M | 7.2% | −60% |
| 7 | MCO | MOODYS CORP | 120K | $53M | 7.2% | −62% |
| 8 | AON | AON PLC | 157K | $51M | 6.9% | −53% |
| 9 | SHW | SHERWIN WILLIAMS CO | 145K | $46M | 6.3% | −62% |
| 10 | ROP | ROPER TECHNOLOGIES INC | 128K | $45M | 6.2% | −53% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GFI SIGNAL
AC read
GFI Investment Counsel Ltd. is a Other fund managing $961 million in assets. The fund runs a focused portfolio of just 26 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed