StockDriftsStockDriftsTop 24 GFI Investment Counsel Ltd. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| HLT | HILTON WORLDWIDE HLDGS INC | 10.33% | 248.6K | $75.6M | new | $155.31(+117.71%) | 2026-03-31 | |
| FERG | FERGUSON ENTERPRISES INC | 8.39% | 263.0K | $61.3M | new | $148.84(+54.68%) | 2026-03-31 | |
| MSCI | MSCI INC | 8.03% | 109.0K | $58.8M | new | $128.08(+370.87%) | 2026-03-31 | |
| V | VISA INC | 8.02% | 194.2K | $58.7M | new | $103.17(+251.00%) | 2026-03-31 | |
| AXP | AMERICAN EXPRESS CO | 7.85% | 189.8K | $57.4M | new | $235.41(+49.51%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 7.2% | 142.2K | $52.6M | new | $159.84(+144.30%) | 2026-03-31 | |
| MCO | MOODYS CORP | 7.19% | 120.5K | $52.6M | new | $269.27(+82.16%) | 2026-03-31 | |
| AON | AON PLC | 6.95% | 157.4K | $50.8M | new | $329.80(+8.39%) | 2026-03-31 | |
| SHW | SHERWIN WILLIAMS CO | 6.35% | 144.8K | $46.4M | new | $125.59(+180.65%) | 2026-03-31 | |
| ROP | ROPER TECHNOLOGIES INC | 6.18% | 127.7K | $45.2M | new | $554.68(-34.34%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.24% | +41.40% |
| Top 20 Holdings Unweighted | +10.33% | +34.30% |
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