GFI Investment Counsel Ltd. — 13F holdings

GFI Investment Counsel Ltd. reported 30 holdings worth $737M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. HLT HILTON WORLDWIDE HLDGS INC — $71.5M (9.7%)
2. V Visa Inc — $64.6M (8.8%)
3. AXP AMERICAN EXPRESS CO — $62.2M (8.4%)
4. FERG FERGUSON ENTERPRISES INC — $59.6M (8.1%)
5. MSCI MSCI INC — $58.6M (7.9%)
6. MCO MOODYS CORP — $53.4M (7.2%)
7. AON AON PLC — $53.1M (7.2%)
8. MSFT MICROSOFT CORP — $51.5M (7.0%)
9. SHW SHERWIN WILLIAMS CO — $48.9M (6.6%)
10. AMZN AMAZON COM INC — $38.7M (5.2%)