§ 13F · FUND PROFILE
GFI Investment Counsel Ltd..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $861.8T (13F)Positions · 20Turnover · — · Q4Filed · Feb 25, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$217.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 25, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | BAM | BROOKFIELD ASSET MANAGEMENT | 3.47M | $182.1T | 9.0% | NEW |
| 2 | MSFT | MICROSOFT CORP | 180K | $87.0T | 4.3% | −2% |
| 3 | MSFT | MICROSOFT CORP | 180K | $87.0T | 4.3% | −2% |
| 4 | V | VISA INC | 244K | $85.5T | 4.2% | −1% |
| 5 | V | VISA INC | 243K | $85.2T | 4.2% | −2% |
| 6 | MCO | MOODYS CORP | 158K | $80.9T | 4.0% | −2% |
| 7 | MCO | MOODYS CORP | 158K | $80.9T | 4.0% | −2% |
| 8 | HLT | HILTON WORLDWIDE HLDGS INC | 271K | $77.7T | 3.8% | −2% |
| 9 | HLT | HILTON WORLDWIDE HLDGS INC | 271K | $77.7T | 3.8% | −2% |
| 10 | AXP | AMERICAN EXPRESS CO | 204K | $75.4T | 3.7% | −1% |
§ 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 $861781.0 trillion in assets. The fund runs a focused portfolio of just 20 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
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
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed