70 is the total number of securities GFI Investment Counsel Ltd. has owned. The longest GFI Investment Counsel Ltd. has owned a single stock is 28 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| MSCI | MSCI INC | 28 | 28 | 8.17% | 11.29% | 15.19% | Q4 2016 | Q3 2023 | 28 |
| V | VISA INC | 28 | 28 | 6.96% | 10.89% | 14.64% | Q4 2016 | Q3 2023 | 28 |
| SHW | SHERWIN WILLIAMS CO | 28 | 28 | 6.98% | 10.09% | 14.49% | Q4 2016 | Q3 2023 | 28 |
| AAPL | APPLE INC | 28 | 28 | 0.51% | 8.77% | 14.57% | Q4 2016 | Q3 2023 | 28 |
| G | GENPACT LIMITED | 25 | 25 | 1.71% | 6.69% | 9.47% | Q3 2017 | Q3 2023 | 25 |
| IGIB | ISHARES TR | 19 | 1 | 0.11% | 0.31% | 1.28% | Q4 2016 | Q3 2023 | 24 |
| CECE | CECO ENVIRONMENTAL CORP | 19 | 19 | 0.55% | 2.11% | 7.35% | Q4 2016 | Q2 2021 | 19 |
| MSFT | MICROSOFT CORP | 16 | 2 | 0.03% | 9.26% | 13.64% | Q4 2016 | Q3 2023 | 18 |
| FSV | FIRSTSERVICE CORP NEW | 18 | 18 | 0.52% | 0.80% | 1.40% | Q2 2019 | Q3 2023 | 18 |
| CHTR | CHARTER COMMUNICATIONS... | 9 | 8 | 6.96% | 9.77% | 12.97% | Q1 2018 | Q2 2022 | 17 |
| SCHW | THE CHARLES SCHWAB COR... | 17 | 17 | 5.99% | 8.82% | 11.94% | Q1 2019 | Q1 2023 | 17 |
| MCO | MOODYS CORP | 14 | 14 | 7.71% | 8.38% | 9.46% | Q2 2020 | Q3 2023 | 14 |
| BRKB | BERKSHIRE HATHAWAY INC... | 10 | 3 | 0.07% | 7.33% | 10.71% | Q4 2016 | Q3 2023 | 13 |
| BIL | SPDR SER TR | 13 | 13 | 0.06% | 0.34% | 1.16% | Q3 2020 | Q3 2023 | 13 |
| GOOGL | ALPHABET INC | 8 | 4 | 0.01% | 2.00% | 6.27% | Q4 2016 | Q4 2022 | 12 |
| SITE | SITEONE LANDSCAPE SUPP... | 11 | 11 | 8.81% | 11.79% | 14.38% | Q1 2017 | Q3 2019 | 11 |
| EFX | EQUIFAX INC | 11 | 11 | 7.19% | 9.15% | 10.36% | Q1 2021 | Q3 2023 | 11 |
| FIX | COMFORT SYS USA INC | 10 | 10 | 0.81% | 3.56% | 7.14% | Q2 2021 | Q3 2023 | 10 |
| BLK | BLACKROCK INC | 9 | 9 | 9.70% | 11.11% | 12.48% | Q4 2016 | Q4 2018 | 9 |
| NFLX | NETFLIX INC | 7 | 1 | 0.03% | 6.50% | 8.01% | Q3 2018 | Q4 2021 | 8 |
| CMCSA | COMCAST CORP NEW | 8 | 8 | 0.01% | 5.94% | 10.26% | Q4 2016 | Q3 2018 | 8 |
| MA | MASTERCARD INCORPORATED | 5 | 3 | 1.29% | 4.73% | 7.42% | Q4 2018 | Q2 2021 | 8 |
| FSV | FIRSTSERVICE CORP NEW | 8 | 8 | 0.26% | 1.29% | 1.56% | Q2 2017 | Q1 2019 | 8 |
| WFC | WELLS FARGO CO NEW | 8 | 8 | 0.11% | 0.41% | 0.57% | Q4 2016 | Q3 2018 | 8 |
| FB | FACEBOOK INC | 8 | 8 | 0.04% | 0.08% | 0.10% | Q4 2016 | Q3 2018 | 8 |
| CBRE | CBRE GROUP INC | 8 | 8 | 0.03% | 0.03% | 0.04% | Q4 2016 | Q3 2018 | 8 |
| EIS | ISHARES MSCI ISRAEL ETF | 8 | 8 | 0.01% | 0.03% | 0.05% | Q4 2016 | Q3 2018 | 8 |
| GS | GOLDMAN SACHS GROUP INC | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2016 | Q3 2018 | 8 |
| GOOG | ALPHABET INC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2018 | 8 |
| ETSY | ETSY INC | 7 | 7 | 0.80% | 1.17% | 1.39% | Q3 2019 | Q1 2021 | 7 |
| HLT | HILTON WORLDWIDE HLDGS... | 6 | 1 | 0.04% | 0.77% | 5.14% | Q2 2017 | Q3 2023 | 7 |
| PK | PARK HOTELS RESORTS INC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q3 2018 | 7 |
| HGV | HILTON GRAND VACATIONS... | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2018 | 7 |
| AMZN | AMAZON COM INC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2018 | 7 |
| SAVE | SPIRIT AIRLS INC | 6 | 6 | 7.07% | 9.65% | 11.71% | Q4 2016 | Q1 2018 | 6 |
| XPEL | XPEL INC | 6 | 6 | 0.66% | 1.11% | 1.33% | Q2 2022 | Q3 2023 | 6 |
| ADBE | ADOBE SYSTEMS INCORPOR... | 5 | 5 | 4.44% | 5.78% | 6.56% | Q3 2021 | Q3 2022 | 5 |
| NYT | NEW YORK TIMES CO | 5 | 5 | 0.75% | 0.84% | 0.95% | Q1 2021 | Q1 2022 | 5 |
| VIACOM INC NEW | 4 | 4 | 0.22% | 0.39% | 0.70% | Q1 2017 | Q4 2017 | 4 | |
| LULU | LULULEMON ATHLETICA INC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q3 2017 | 4 |
| UA | UNDER ARMOUR INC | 3 | 3 | 0.15% | 0.17% | 0.18% | Q4 2017 | Q2 2018 | 3 |
| ADP | AUTOMATIC DATA PROCESS... | 2 | 2 | 9.03% | 9.39% | 9.76% | Q4 2016 | Q1 2017 | 2 |
| FERG | FERGUSON PLC NEW | 2 | 2 | 6.49% | 6.72% | 6.95% | Q2 2023 | Q3 2023 | 2 |
| AON | AON PLC | 2 | 2 | 6.46% | 6.48% | 6.50% | Q2 2023 | Q3 2023 | 2 |
| SSNC | SS&C TECHNOLOGIES HLDG... | 2 | 2 | 0.00% | 4.32% | 8.63% | Q4 2016 | Q1 2017 | 2 |
| QQQ | INVESCO QQQ TR | 1 | 1 | 0.16% | 0.27% | 0.38% | Q2 2022 | Q4 2022 | 2 |
| A104PS | HILTON WORLDWIDE HLDGS... | 2 | 2 | 0.04% | 0.05% | 0.06% | Q4 2016 | Q1 2017 | 2 |
| CHARTER COMMUNICATIONS... | 1 | 1 | 9.60% | 9.60% | 9.60% | Q2 2020 | Q2 2020 | 1 | |
| DJCO | DAILY JOURNAL CORP | 1 | 1 | 0.78% | 0.78% | 0.78% | Q1 2021 | Q1 2021 | 1 |
| SGMS | LIGHT & WONDER INC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q1 2023 | Q1 2023 | 1 |
| SPY | SPDR S&P 500 ETF TR | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2022 | Q2 2022 | 1 |
| OLO | OLO INC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2021 | Q1 2021 | 1 |
| INVESCO QQQ TR | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2021 | Q3 2021 | 1 | |
| BW | BABCOCK & WILCOX ENTER... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2017 | Q3 2017 | 1 |
| WLMS | WILLIAMS INDL SVCS GRO... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
| IEMG | ISHARES INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
| GD | GENERAL DYNAMICS CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
| MET | METLIFE INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
| EEM | ISHARES TR | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
| UL | UNILEVER PLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
| JNJ | JOHNSON & JOHNSON | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
| LLY | LILLY ELI & CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
| DFE | WISDOMTREE TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
| CELG | CELGENE CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
| GDX | VANECK VECTORS ETF TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
| SNY | SANOFI | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
| EZU | ISHARES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
| BHF | BRIGHTHOUSE FINL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
| GE | GENERAL ELECTRIC COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
| MAC | MACERICH CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
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The securities at the top of the list , including MSCI INC, VISA INC, and SHERWIN WILLIAMS CO, are the highest-conviction holdings of GFI Investment Counsel Ltd..
The conviction is calculated by counting the number of quarters a security has been reported by GFI Investment Counsel Ltd.. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that GFI Investment Counsel Ltd. owns currently or has owned in the past.