YCG, LLC: 13F holdings
CIK 15848012026Q2
| Positions | 41 |
|---|
| Reported value | $1.1bn |
|---|
| Filed | 2026-08-13 |
|---|
Change since last quarter
| Positions | 41 (-1 vs prior quarter) |
|---|
| Reported value | $1.1bn (+2.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| MA MASTERCARD INCORPORATED | 155,897 | $80.1m | 7.0% |
| MCO MOODYS CORP | 174,210 | $78.9m | 6.9% |
| FICO FAIR ISAAC CORP | 62,236 | $74.4m | 6.5% |
| CPRT COPART INC | 2,498,653 | $70.4m | 6.2% |
| TDG TRANSDIGM GROUP INC | 46,242 | $61.6m | 5.4% |
| MSFT MICROSOFT CORP | 163,944 | $61.2m | 5.4% |
| MSCI MSCI INC | 104,207 | $58.4m | 5.1% |
| LINDE PLC | 93,887 | $48.7m | 4.3% |
| AON PLC | 145,134 | $48.1m | 4.2% |
| VRSK VERISK ANALYTICS INC | 251,376 | $45.1m | 4.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1584801")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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