Institutional Fund
Gfi Investment Counsel Ltd.
Toronto, OntarioCIK 168877416 filings on record
Portfolio Value
$731.47M
Q1 2026
Holdings
24
Reported positions
New Buys
21
Opened this quarter
QoQ Change
+82902.9%
from $881.3K
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Hilton Worldwide Hldgs Inc10.3%
- Ferguson Enterprises Inc8.4%
- Msci Inc8.0%
- Visa Inc8.0%
- American Express Co7.9%
- Microsoft Corp7.2%
- Other50.2%
Portfolio Holdings
24 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Hilton Worldwide Hldgs Inc | 248.6K | $75.58M | 10.3% | +248.6K | New |
| 2 | Ferguson Enterprises Inc | 263.0K | $61.34M | 8.4% | +263.0K | New |
| 3 | Msci Inc | 109.0K | $58.76M | 8.0% | +109.0K | New |
| 4 | Visa Inc | 194.2K | $58.69M | 8.0% | +194.2K | New |
| 5 | American Express Co | 189.8K | $57.42M | 7.9% | +189.8K | New |
| 6 | Microsoft Corp | 142.2K | $52.64M | 7.2% | +142.2K | New |
| 7 | Moodys Corp | 120.5K | $52.56M | 7.2% | +120.5K | New |
| 8 | Aon PLC | 157.4K | $50.82M | 6.9% | +157.4K | New |
| 9 | Sherwin Williams Co | 144.8K | $46.43M | 6.3% | +144.8K | New |
| 10 | Roper Technologies Inc | 127.7K | $45.19M | 6.2% | +127.7K | New |
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