GFI Investment Counsel Ltd.

CIK 1688774 · View on SEC EDGAR ↗

Portfolio value
$737.3M
#2,991 of 9,443 by 13F value · top 31.7%
Positions
30
As of
June 30, 2026

Portfolio value QoQ: +0.8% 13F does not disclose cash

Top 10 holdings weight
76.23%
Top 25 holdings weight
99.83%
Positions above 1%
15
Effective number of positions
14.7

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 7.57% Est. buys $55,560,403 · sells $77,914,036

Median holding: 5.0 quarters Tracked Q4 2024–Q2 2026 · 78.9% still held

New positions
7
Increased
3
Decreased
16
Closed
1
On this page

Performance vs S&P 500

Tracked Q4 2024–Q2 2026
-5.8%
S&P 500 total return (same window)
+28.1%
Excess return
-33.9%

Annualized: -3.9% · S&P 500: +18.0%

Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.

Priceable coverage: 99.2% · Options excluded: 0.0%

Sector breakdown

Financial Services
39.7%
Industrials
17.3%
Technology
11.3%
Consumer Discretionary
9.9%
Financials
7.2%
Materials
6.6%
Retail
5.3%
Communication Services
1.0%
Real Estate
0.3%
Other/Unmapped
1.4%

Full portfolio 30 positions

Type Streak 8Q trend
HLT Hilton Worldwide Holdings Inc. Common Stock $71,541,285 9.70% 216,490 $-4,041,144 Down ×4
V Visa Inc. $64,569,538 8.76% 188,200 $5,883,899 Down ×6
AXP American Express Company Common Stock $62,205,528 8.44% 183,904 $4,780,607 Down ×3
FERG Ferguson Enterprises Inc. Common Stock $59,599,259 8.08% 251,124 $-1,741,123 Down ×2
MSCI MSCI Inc. Common Stock $58,590,825 7.95% 104,619 $-166,655 Down ×3
MCO Moody's Corporation Common Stock $53,389,757 7.24% 117,879 $833,847 Down ×3
AON Aon plc Class A Ordinary Shares (Ireland) $53,072,058 7.20% 160,005 $2,254,543 Up ×1
MSFT Microsoft Corporation - Common Stock $51,467,434 6.98% 137,975 $-1,170,000 Down ×5
SHW Sherwin-Williams Company (The) Common Stock $48,892,751 6.63% 141,998 $2,467,174 Down ×3
AMZN Amazon.com, Inc. - Common Stock $38,661,131 5.24% 162,210 $4,027,496 Down ×1
EFX Equifax, Inc. Common Stock $36,017,695 4.89% 226,926 $-5,722,711 Down ×3
OTIS Otis Worldwide Corporation Common Stock $31,713,573 4.30% 442,927 $-13,406,284 Down ×3
IBKR Interactive Brokers Group, Inc. - Class A Common Stock $29,522,575 4.00% 339,184 Up ×1
VRSN VeriSign, Inc. - Common Stock $28,587,278 3.88% 113,640 $17,791,069 Up ×1
BAM Brookfield Asset Management Inc Class A Limited Voting Shares $24,233,540 3.29% 541,297 $-353,861 Down ×2
GOOGL Alphabet Inc. - Class A Common Stock $7,086,290 0.96% 19,829 $4,124,422 Up ×2
BIL $6,602,112 0.90% 72,044 $-427,409 Down ×1
ROP Roper Technologies, Inc. - Common Stock $2,757,879 0.37% 8,150 $-42,437,120 Down ×3
FSV FirstService Corporation - Common Shares $1,904,644 0.26% 13,421 $43,483
SPY SPY $1,286,685 0.17% 1,723 Up ×1
IEFA $1,176,441 0.16% 12,181 Up ×1
DKNG DraftKings Inc. - Class A Common Stock $1,001,180 0.14% 39,635 Up ×1
AAPL Apple Inc. - Common Stock $856,795 0.12% 2,961 $-430,174 Down ×1
BRKB $645,003 0.09% 1,289 $20,126 Down ×1
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF $637,189 0.09% 11,984 $-599
COST Costco Wholesale Corporation - Common Stock $303,092 0.04% 324 $-19,751
TSLA Tesla, Inc. - Common Stock $264,137 0.04% 628 $30,678
BUZZ $233,524 0.03% 6,320
GOOG Alphabet Inc. - Class C Capital Stock $226,485 0.03% 641 Up ×1
RY Royal Bank Of Canada Common Stock $204,389 0.03% 989

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
IBKR $29,522,575 339,184 4.00%
SPY $1,286,685 1,723 0.17%
IEFA $1,176,441 12,181 0.16%
DKNG $1,001,180 39,635 0.14%
BUZZ $233,524 6,320 0.03%
GOOG $226,485 641 0.03%
RY $204,389 989 0.03%

Top movers (QoQ)

Security Action Shares Δ Value Δ
VRSN Bought more +70K +$17.8M
OTIS Trimmed -142K -$13.4M
V Trimmed -6K +$5.9M
EFX Trimmed -5K -$5.7M
AXP Trimmed -6K +$4.8M
GOOGL Bought more +10K +$4.1M
HLT Trimmed -32K -$4.0M
AMZN Trimmed -4K +$4.0M
SHW Trimmed -3K +$2.5M
AON Bought more +3K +$2.3M

1 position hidden (data completeness check)

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
AAPL March 31, 2025 335,652 $84,053,974 38.7%
G March 31, 2026 1,320,185 $61,758,254 0.2%
VRSN March 31, 2025 43,000 $8,899,280 9.2%
CRM March 31, 2026 6,360 $1,684,828 10.1%
IWM Dec. 31, 2025 4,130 $458,430 No longer tracked
BAH March 31, 2026 4,114 $347,057 -1.6%
TSLA March 31, 2025 628 $253,612 34.6%
CBRE March 31, 2026 1,500 $241,185 12.4%
RY March 31, 2026 1,345 $229,429 28.3%
AMZN Sept. 30, 2025 1,040 $228,166 17.4%
NFLX Dec. 31, 2025 182 $218,203 -15.1%
BAI March 31, 2026 6,490 $216,117 No longer tracked
PSLV June 30, 2026 8,520 $207,705 No longer tracked
BUZZ March 31, 2026 6,320 $205,337 No longer tracked