§ 13F · FUND PROFILE
GFI Investment Counsel Ltd..
AUM · $737M (13F)Positions · 30Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$34M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | HLT | HILTON WORLDWIDE HLDGS INC | 216K | $72M | 9.7% | −13% |
| 2 | V | VISA INC | 188K | $65M | 8.8% | −3% |
| 3 | AXP | AMERICAN EXPRESS CO | 184K | $62M | 8.4% | −3% |
| 4 | FERG | FERGUSON ENTERPRISES INC | 251K | $60M | 8.1% | −4% |
| 5 | MSCI | MSCI INC | 105K | $59M | 7.9% | −4% |
| 6 | MCO | MOODYS CORP | 118K | $53M | 7.2% | −2% |
| 7 | AON | AON PLC | 160K | $53M | 7.2% | +2% |
| 8 | MSFT | MICROSOFT CORP | 138K | $51M | 7.0% | −3% |
| 9 | SHW | SHERWIN WILLIAMS CO | 142K | $49M | 6.6% | −2% |
| 10 | AMZN | AMAZON COM INC | 162K | $39M | 5.2% | −2% |
§ 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 $737 million in assets. The fund runs a portfolio of 30 positions.
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