GFI INVESTMENT COUNSEL LTD.

PrivateCIK: 1688774
Location

TORONTO, A6

24
Positions
$731.47M
Total AUM (reported)
3.41M
Total Shares

Allocation by class

TOTAL AUM$731.47M24 positions
COM$524.57M71.7%
COMMON STOCK NEW$61.34M8.4%
COM CL A$58.69M8.0%
SHS CL A$50.82M6.9%
CL A LMT VTG SHS$24.59M3.4%
STATE STREET SPD$7.03M1.0%
CAP STK CL A$2.96M0.4%

Portfolio Concentration

Top 326.8%4–1049.7%11–2523.5%TOP 1076.5%0%100%
Top 3$195.68M26.8%
4–10$363.74M49.7%
11–25$172.04M23.5%

Top 3 weight

26.8%

Top 10 weight

76.5%

Voting Authority Distribution

Total shares with voting rights: 3.41M

Sole

Full voting authority

3.41M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole24
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings24
Rows:

HILTON WORLDWIDE HLDGS INC

SOLE
COM
Shares248.56K
TypeSH
Market value$75.58M
10.33%
Sole
248.56K
Shared
0.00
None
0.00

FERGUSON ENTERPRISES INC

SOLE
COMMON STOCK NEW
Shares262.97K
TypeSH
Market value$61.34M
8.39%
Sole
262.97K
Shared
0.00
None
0.00

MSCI INC

SOLE
COM
Shares109.01K
TypeSH
Market value$58.76M
8.03%
Sole
109.01K
Shared
0.00
None
0.00

VISA INC

SOLE
COM CL A
Shares194.17K
TypeSH
Market value$58.69M
8.02%
Sole
194.17K
Shared
0.00
None
0.00

AMERICAN EXPRESS CO

SOLE
COM
Shares189.85K
TypeSH
Market value$57.42M
7.85%
Sole
189.85K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares142.20K
TypeSH
Market value$52.64M
7.20%
Sole
142.20K
Shared
0.00
None
0.00

MOODYS CORP

SOLE
COM
Shares120.47K
TypeSH
Market value$52.56M
7.19%
Sole
120.47K
Shared
0.00
None
0.00

AON PLC

SOLE
SHS CL A
Shares157.44K
TypeSH
Market value$50.82M
6.95%
Sole
157.44K
Shared
0.00
None
0.00

SHERWIN WILLIAMS CO

SOLE
COM
Shares144.83K
TypeSH
Market value$46.43M
6.35%
Sole
144.83K
Shared
0.00
None
0.00

ROPER TECHNOLOGIES INC

SOLE
COM
Shares127.72K
TypeSH
Market value$45.19M
6.18%
Sole
127.72K
Shared
0.00
None
0.00

OTIS WORLDWIDE CORP

SOLE
COM
Shares585.36K
TypeSH
Market value$45.12M
6.17%
Sole
585.36K
Shared
0.00
None
0.00

EQUIFAX INC

SOLE
COM
Shares231.80K
TypeSH
Market value$41.74M
5.71%
Sole
231.80K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares166.29K
TypeSH
Market value$34.63M
4.73%
Sole
166.29K
Shared
0.00
None
0.00

BROOKFIELD ASSET MANAGMT LTD

SOLE
CL A LMT VTG SHS
Shares554.75K
TypeSH
Market value$24.59M
3.36%
Sole
554.75K
Shared
0.00
None
0.00

VERISIGN INC

SOLE
COM
Shares43.47K
TypeSH
Market value$10.80M
1.48%
Sole
43.47K
Shared
0.00
None
0.00

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares76.71K
TypeSH
Market value$7.03M
0.96%
Sole
76.71K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares10.30K
TypeSH
Market value$2.96M
0.40%
Sole
10.30K
Shared
0.00
None
0.00

FIRSTSERVICE CORP NEW

SOLE
COM
Shares13.42K
TypeSH
Market value$1.86M
0.25%
Sole
13.42K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares5.07K
TypeSH
Market value$1.29M
0.18%
Sole
5.07K
Shared
0.00
None
0.00

ISHARES TR

SOLE
ISHS 5-10 YR INVT
Shares11.98K
TypeSH
Market value$637.8K
0.09%
Sole
11.98K
Shared
0.00
None
0.00

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares1.30K
TypeSH
Market value$624.9K
0.09%
Sole
1.30K
Shared
0.00
None
0.00

COSTCO WHOLESALE CORPORATION

SOLE
COM
Shares324.00
TypeSH
Market value$322.8K
0.04%
Sole
324.00
Shared
0.00
None
0.00

TESLA INC

SOLE
COM
Shares628.00
TypeSH
Market value$233.5K
0.03%
Sole
628.00
Shared
0.00
None
0.00

SPROTT ASSET MANAGEMENT LP

SOLE
PHYSICAL SILVER
Shares8.52K
TypeSH
Market value$207.7K
0.03%
Sole
8.52K
Shared
0.00
None
0.00