Universe · entity
YCG, LLC
Institutional manager (13F) · CIK 1584801
13F holdings · as of 2026-03-31 · top 42 · reported portfolio $1.1B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | MASTERCARD INCORPORATED | $78M | 156,474 |
| 2 | MOODYS CORP | $76M | 174,963 |
| 3 | MICROSOFT CORP | $61M | 164,827 |
| 4 | COPART INC | $58M | 1,756,341 |
| 5 | MSCI INC | $58M | 106,886 |
| 6 | FAIR ISAAC CORP | $52M | 48,818 |
| 7 | WASTE MGMT INC DEL | $51M | 220,662 |
| 8 | AON PLC | $47M | 147,010 |
| 9 | LINDE PLC | $43M | 87,574 |
| 10 | REPUBLIC SVCS INC | $43M | 194,097 |
| 11 | ALPHABET INC | $42M | 145,117 |
| 12 | VERISK ANALYTICS INC | $41M | 218,601 |
| 13 | MARSH & MCLENNAN COS INC | $41M | 235,107 |
| 14 | CME GROUP INC | $40M | 135,837 |
| 15 | AMAZON COM INC | $40M | 191,855 |
| 16 | S&P GLOBAL INC | $36M | 84,718 |
| 17 | TRANSDIGM GROUP INC | $35M | 30,176 |
| 18 | CANADIAN PACIFIC KANSAS CITY | $27M | 337,905 |
| 19 | CANADIAN NATL RY CO | $26M | 257,059 |
| 20 | BERKSHIRE HATHAWAY INC DEL | $22M | 45,460 |
| 21 | FERRARI N V | $21M | 62,165 |
| 22 | INTUIT | $19M | 44,127 |
| 23 | VISA INC | $17M | 57,276 |
| 24 | PROCTER & GAMBLE CO | $16M | 112,905 |
| 25 | CBRE GROUP INC | $15M | 111,501 |
| 26 | META PLATFORMS INC | $14M | 24,826 |
| 27 | MARTIN MARIETTA MATLS INC | $13M | 22,622 |
| 28 | CRH PLC | $13M | 120,031 |
| 29 | VULCAN MATLS CO | $12M | 43,576 |
| 30 | APPLE INC | $9M | 34,402 |
| 31 | COSTAR GROUP INC | $8M | 195,980 |
| 32 | COLGATE PALMOLIVE CO | $7M | 86,291 |
| 33 | PROGRESSIVE CORP | $7M | 36,318 |
| 34 | ADOBE INC | $7M | 29,120 |
| 35 | COCA COLA CO | $3M | 41,934 |
| 36 | ISHARES TR | $1M | 11,467 |
| 37 | STRYKER CORPORATION | $1M | 3,390 |
| 38 | EQUIFAX INC | $1M | 5,634 |
| 39 | BERKSHIRE HATHAWAY INC DEL | $718k | 1 |
| 40 | JOHNSON & JOHNSON | $699k | 2,858 |
| 41 | EXXON MOBIL CORP | $254k | 1,500 |
| 42 | EATON VANCE TAX-MANAGED BUY- | $153k | 11,200 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.