Investor
YCG, LLC
CIK 0001584801 · filed 2026-02-11 · SEC filing
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Moodys Corp | — | 181K | $92.5M | 7.0% | — | Held |
| Mastercard Inc | MA | 161K | $91.9M | 6.9% | — | Held |
| Microsoft Corp | MSFT | 173.9K | $84.1M | 6.3% | — | Held |
| Fair Isaac Corp | FICO | 42.2K | $71.3M | 5.4% | — | Held |
| Alphabet Inc | — | 203.9K | $64M | 4.8% | — | Held |
| MSCI Inc. | MSCI | 110.3K | $63.3M | 4.8% | — | Held |
| Copart Inc | CPRT | 1.48M | $58M | 4.4% | — | Held |
| Waste Mgmt Inc Del | — | 245.5K | $53.9M | 4.1% | — | Held |
| Aon plc | AON | 151.4K | $53.4M | 4.0% | — | Held |
| Amazon Com Inc | AMZN | 198.1K | $45.7M | 3.4% | — | Held |
| S&P Global Inc. | SPGI | 85.9K | $44.9M | 3.4% | — | Held |
| Marsh & Mclennan Cos Inc | — | 240.7K | $44.7M | 3.4% | — | Held |
| Republic Svcs Inc | — | 210.4K | $44.6M | 3.4% | — | Held |
| Intuit Inc. | INTU | 63.3K | $41.9M | 3.2% | — | Held |
| Verisk Analytics, Inc. | VRSK | 186.4K | $41.7M | 3.1% | — | Held |
| Cme Group Inc. | CME | 125.2K | $34.2M | 2.6% | — | Held |
| Linde Plc | LIN | 79.4K | $33.9M | 2.6% | — | Held |
| Transdigm Group Inc | TDG | 23.3K | $31M | 2.3% | — | Held |
| Canadian Natl Ry Co | — | 293.2K | $29M | 2.2% | — | Held |
| Cbre Group, Inc. | CBRE | 179.8K | $28.9M | 2.2% | — | Held |
| Canadian Pacific Kansas City | — | 389.7K | $28.7M | 2.2% | — | Held |
| Berkshire Hathaway Inc Del | — | 48.9K | $24.6M | 1.9% | — | Held |
| Costar Group, Inc. | CSGP | 359.2K | $24.2M | 1.8% | — | Held |
| Ferrari N.V. | RACE | 64.4K | $23.8M | 1.8% | — | Held |
| Visa Inc. | V | 61.1K | $21.4M | 1.6% | — | Held |
| Meta Platforms, Inc. | META | 25.9K | $17.1M | 1.3% | — | Held |
| Procter And Gamble Co | PG | 117K | $16.8M | 1.3% | — | Held |
| Colgate Palmolive Co | CL | 208.9K | $16.5M | 1.2% | — | Held |
| Adobe Inc. | ADBE | 46.1K | $16.1M | 1.2% | — | Held |
| Apple Inc. | AAPL | 57.7K | $15.7M | 1.2% | — | Held |
| Progressive Corp | — | 64.1K | $14.6M | 1.1% | — | Held |
| Crh Plc | — | 114.3K | $14.3M | 1.1% | — | Held |
| Vulcan Matls Co | — | 45K | $12.8M | 1.0% | — | Held |
| Martin Marietta Matls Inc | — | 20.5K | $12.8M | 1.0% | — | Held |
| Coca Cola Co | KO | 76.1K | $5.32M | 0.4% | — | Held |
| Ishares 0-3 Month | — | 16.3K | $1.64M | 0.1% | — | Held |
| Berkshire Hathaway Inc Del | — | 2 | $1.51M | 0.1% | — | Held |
| Stryker Corp | SYK | 3.93K | $1.38M | 0.1% | — | Held |
| Equifax Inc | EFX | 6K | $1.3M | 0.1% | — | Held |
| Johnson & Johnson | JNJ | 4.34K | $898.2K | 0.1% | — | Held |
| Amgen Inc | AMGN | 1.6K | $523K | 0.0% | — | Held |
| Caterpillar Inc | CAT | 596 | $341.4K | 0.0% | — | Held |
| Oreilly Automotive Inc | — | 2.63K | $239.4K | 0.0% | — | Held |
| Schwab Charles Corp | — | 2.09K | $208.6K | 0.0% | — | Held |
Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.