YCG, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 11, 2026, for the 2025 Q4 period, YCG, LLC held in its portfolio 44 assets valued at $1,325,449,913 (i.e. $1.33B).
The most valuable assets in the portfolio included: MOODYS CORP ($92.47M), MASTERCARD INCORPORATED ($91.93M), and MICROSOFT CORP ($84.10M).
The chart below shows the top 10 valuable assets, and the table below shows the top 44 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
YCG, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| MOODYS CORP | 181005 | 92466405 | COM |
| MASTERCARD INCORPORATED | 161036 | 91932232 | CL A |
| MICROSOFT CORP | 173891 | 84097393 | COM |
| FAIR ISAAC CORP | 42187 | 71322312 | COM |
| ALPHABET INC | 203895 | 63982251 | CAP STK CL C |
| MSCI INC | 110286 | 63274387 | COM |
| COPART INC | 1480257 | 57952062 | COM |
| WASTE MGMT INC DEL | 245540 | 53947594 | COM |
| AON PLC | 151443 | 53441206 | SHS CL A |
| AMAZON COM INC | 198050 | 45713921 | COM |
| S&P GLOBAL INC | 85851 | 44864875 | COM |
| MARSH & MCLENNAN COS INC | 240693 | 44653366 | COM |
| REPUBLIC SVCS INC | 210414 | 44593040 | COM |
| INTUIT | 63286 | 41921913 | COM |
| VERISK ANALYTICS INC | 186418 | 41699843 | COM |
| CME GROUP INC | 125225 | 34196443 | COM |
| LINDE PLC | 79425 | 33866026 | SHS |
| TRANSDIGM GROUP INC | 23288 | 30969547 | COM |
| CANADIAN NATL RY CO | 293152 | 28978076 | COM |
| CBRE GROUP INC | 179785 | 28907631 | CL A |
| CANADIAN PACIFIC KANSAS CITY | 389690 | 28692875 | COM |
| BERKSHIRE HATHAWAY INC DEL | 48926 | 24592654 | CL B NEW |
| COSTAR GROUP INC | 359225 | 24154289 | COM |
| FERRARI N V | 64367 | 23787469 | COM |
| VISA INC | 61125 | 21437149 | COM CL A |
| META PLATFORMS INC | 25863 | 17071908 | CL A |
| PROCTER AND GAMBLE CO | 117047 | 16774006 | COM |
| COLGATE PALMOLIVE CO | 208887 | 16506251 | COM |
| ADOBE INC | 46075 | 16125790 | COM |
| APPLE INC | 57659 | 15675257 | COM |
| PROGRESSIVE CORP | 64149 | 14608011 | COM |
| CRH PLC | 114294 | 14263892 | ORD |
| VULCAN MATLS CO | 45050 | 12849161 | COM |
| MARTIN MARIETTA MATLS INC | 20509 | 12770134 | COM |
| COCA COLA CO | 76066 | 5317804 | COM |
| ISHARES TR | 16345 | 1640712 | 0-3 MNTH TREASRY |
| BERKSHIRE HATHAWAY INC DEL | 2 | 1509600 | CL A |
| STRYKER CORPORATION | 3926 | 1379872 | COM |
| EQUIFAX INC | 6000 | 1301880 | COM |
| JOHNSON & JOHNSON | 4340 | 898163 | COM |
| AMGEN INC | 1598 | 523042 | COM |
| CATERPILLAR INC | 596 | 341431 | COM |
| OREILLY AUTOMOTIVE INC | 2625 | 239427 | COM |
| SCHWAB CHARLES CORP | 2088 | 208613 | COM |