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The Analysis of GFI Investment Counsel Ltd.'s Holdings & P&L

Currently, GFI Investment Counsel Ltd. holds 24 types of securities in its portfolio with a total value $731.5M. In the most recent quarter, they have increased their positions in AMZN (+166.3K shares, valued at $34.6M), VRSN (+43.5K shares, valued at $10.8M), N/A (+4.5K shares, valued at $1.3M); decreased their positions in N/A (-2.9M shares, valued at $129.4M), MCO (-37.9K shares, valued at $16.6M), V (-49.7K shares, valued at $15.0M); initiated new positions in AMZN (+166.3K shares, valued at $34.6M), VRSN (+43.5K shares, valued at $10.8M), COST (+324 shares, valued at $322.8K).

1M P&L

-12.9M-2.06%

3M P&L

-20.6M-3.24%

HY P&L

-49.3M-7.41%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Credit Services116.1M

19.6%

2Financial Data & Stock Exchanges111.3M

18.8%

3Lodging75.6M

12.8%

Top Industries by Stock Count

1N/A3 stocks

15.8%

2Financial Data & Stock Exchanges2 stocks

10.5%

3Credit Services2 stocks

10.5%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

HLT HILTON WORLDWIDE HLDGS INC248.6K shares-8.16%2026-03-312026-05-14

FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC263.0K shares-8.65%2026-03-312026-05-14

MSCI MSCI INC109.0K shares-7.80%2026-03-312026-05-14

V VISA INC194.2K shares-20.37%2026-03-312026-05-14

AXP AMERICAN EXPRESS CO189.8K shares-6.84%2026-03-312026-05-14

MSFT MICROSOFT CORP142.2K shares-20.95%2026-03-312026-05-14

MCO MOODYS CORP120.5K shares-23.95%2026-03-312026-05-14

AON PLC AON PLC157.4K shares-5.82%2026-03-312026-05-14

Sponsored

SHW SHERWIN WILLIAMS CO144.8K shares-23.13%2026-03-312026-05-14

ROP ROPER TECHNOLOGIES INC127.7K shares-6.86%2026-03-312026-05-14

OTIS OTIS WORLDWIDE CORP585.4K shares-8.69%2026-03-312026-05-14

EFX EQUIFAX INC231.8K shares-7.45%2026-03-312026-05-14

AMZN AMAZON COM INC166.3K sharesnew addition2026-03-312026-05-14

BROOKFIELD ASSET MANAGMT LTD BROOKFIELD ASSET MANAGMT LTD554.8K shares-84.03%2026-03-312026-05-14

VRSN VERISIGN INC43.5K sharesnew addition2026-03-312026-05-14

BIL SPDR SERIES TRUST76.7K shares21.34%2026-03-312026-05-14

Sponsored

ALPHABET INC ALPHABET INC10.3K shares76.73%2026-03-312026-05-14

FSV FIRSTSERVICE CORP NEW13.4K shares6.86%2026-03-312026-05-14

AAPL APPLE INC5.1K shares4.26%2026-03-312026-05-14

IGIB ISHARES TR12.0K shares0.00%2026-03-312026-05-14

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.3K shares8.94%2026-03-312026-05-14

COST COSTCO WHOLESALE CORPORATION324 sharesnew addition2026-03-312026-05-14

TSLA TESLA INC628 shares0.00%2026-03-312026-05-14

PSLV SPROTT ASSET MANAGEMENT LP8.5K sharesnew addition2026-03-312026-05-14

Sponsored

HLT

HILTON WORLDWIDE HLDGS INC

-8.16%

Shares248.6K

Event2026-03-31

Filed2026-05-14

FERGUSON ENTERPRISES INC

-8.65%

Shares263.0K

Event2026-03-31

Filed2026-05-14

MSCI

MSCI INC

-7.80%

Shares109.0K

Event2026-03-31

Filed2026-05-14

VISA INC

-20.37%

Shares194.2K

Event2026-03-31

Filed2026-05-14

AXP

AMERICAN EXPRESS CO

-6.84%

Shares189.8K

Event2026-03-31

Filed2026-05-14

MSFT

MICROSOFT CORP

-20.95%

Shares142.2K

Event2026-03-31

Filed2026-05-14

MCO

MOODYS CORP

-23.95%

Shares120.5K

Event2026-03-31

Filed2026-05-14

AON PLC

-5.82%

Shares157.4K

Event2026-03-31

Filed2026-05-14

SHW

SHERWIN WILLIAMS CO

-23.13%

Shares144.8K

Event2026-03-31

Filed2026-05-14

ROP

ROPER TECHNOLOGIES INC

-6.86%

Shares127.7K

Event2026-03-31

Filed2026-05-14

OTIS

OTIS WORLDWIDE CORP

-8.69%

Shares585.4K

Event2026-03-31

Filed2026-05-14

EFX

EQUIFAX INC

-7.45%

Shares231.8K

Event2026-03-31

Filed2026-05-14

AMZN

AMAZON COM INC

New

Shares166.3K

Event2026-03-31

Filed2026-05-14

BROOKFIELD ASSET MANAGMT LTD

-84.03%

Shares554.8K

Event2026-03-31

Filed2026-05-14

VRSN

VERISIGN INC

New

Shares43.5K

Event2026-03-31

Filed2026-05-14

BIL

SPDR SERIES TRUST

21.34%

Shares76.7K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

76.73%

Shares10.3K

Event2026-03-31

Filed2026-05-14

FSV

FIRSTSERVICE CORP NEW

6.86%

Shares13.4K

Event2026-03-31

Filed2026-05-14

AAPL

APPLE INC

4.26%

Shares5.1K

Event2026-03-31

Filed2026-05-14

IGIB

ISHARES TR

0.00%

Shares12.0K

Event2026-03-31

Filed2026-05-14

BERKSHIRE HATHAWAY INC DEL

8.94%

Shares1.3K

Event2026-03-31

Filed2026-05-14

COST

COSTCO WHOLESALE CORPORATION

New

Shares324

Event2026-03-31

Filed2026-05-14

TSLA

TESLA INC

0.00%

Shares628

Event2026-03-31

Filed2026-05-14

PSLV

SPROTT ASSET MANAGEMENT LP

New

Shares8.5K

Event2026-03-31

Filed2026-05-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available