account_balance
Investment manager · 13F filer · SEC CIK 1688774
GFI Investment Counsel Ltd.
Reported value$711Mas of Sep 30, 2026
Positions33 5 new, 2 sold out
Top 10 weight74.5%MSFT alone is 10%
FiledNov 1041 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
MSFTMicrosoft Corp
9.6%Trimmed −4%
HLTHilton Worldwide Holdings Inc.
9.1%Trimmed −6%
VVisa Inc.
9.1%Trimmed −4%
MSCIMSCI Inc.
7.6%Trimmed −4%
AXPAmerican Express Co
7.5%Trimmed −4%
MCOMoody's Corp
7.2%Trimmed −4%
FERGFerguson Enterprises Inc.
7.0%Trimmed −11%
SHWSherwin Williams Co
6.2%Trimmed −4%
AONAon PLC
5.6%Trimmed −10%
AMZNAmazon.com Inc
5.5%Trimmed −3%
VRSNVerisign Inc
5.1%Added +12%
EFX3.9%MSFTMicrosoft Corp
9.6%−4%
HLTHilton Worldwide Holdings Inc.
9.1%
VVisa Inc.
9.1%
MSCIMSCI Inc.
7.6%−4%
AXPAmerican Express Co
7.5%−4%
MCOMoody's Corp
7.2%−4%
FERGFerguson Enterprises Inc.
7.0%
SHWSherwin Williams Co
6.2%
AONAon PLC
5.6%
AMZNAmazon.com Inc
5.5%
VRSNVerisign Inc
5.1%
EFX3.9%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MSFT Microsoft Corp 9.6% Trimmed −4%HLT Hilton Worldwide Holdings Inc. 9.1% Trimmed −6%V Visa Inc. 9.1% Trimmed −4%MSCI MSCI Inc. 7.6% Trimmed −4%AXP American Express Co 7.5% Trimmed −4%MCO Moody's Corp 7.2% Trimmed −4%FERG Ferguson Enterprises Inc. 7.0% Trimmed −11%SHW Sherwin Williams Co 6.2% Trimmed −4%AON Aon PLC 5.6% Trimmed −10%AMZN Amazon.com Inc 5.5% Trimmed −3%VRSN Verisign Inc 5.1% Added +12%EFX Equifax Inc 3.9% Trimmed −11%
What changed
Biggest moves since Jun 30, 2026
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