Gfi Investment Counsel Ltd. Portfolio Holdings

Gfi Investment Counsel Ltd.

  • $897 Million
  • Q3 2025

Gfi Investment Counsel Ltd. has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $897 Million distributed in 26 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $95.2M, Visa Inc. with a value of $84.5M, Moodys Corp with a value of $76.9M, Hilton Worldwide Holdings Inc. with a value of $71.3M, and Roper Technologies Inc with a value of $70M.

Examining the 13F form we can see an increase of $43.1M in the current position value, from $854M to 897M.

Gfi Investment Counsel Ltd. is based out at Toronto, A6

Below you can find more details about Gfi Investment Counsel Ltd. portfolio as well as his latest detailed transactions.

Portfolio value $897 Million
Financial Services: $358 Million
Industrials: $234 Million
Technology: $157 Million
Consumer Cyclical: $71.6 Million
Basic Materials: $65.7 Million
ETFs: $7.62 Million
Real Estate: $2.63 Million
Consumer Defensive: $237,000
Other: $218,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$95.2 Million 10.61% of portfolio
183,782
Q3 2025 Reduced 1.01%
$533B
$84.5 Million 9.42% of portfolio
247,486
Q3 2025 Reduced 0.21%
$87.8B
$76.9 Million 8.57% of portfolio
161,380
Q3 2025 Added 0.2%
$72.9B
$71.3 Million 7.95% of portfolio
274,821
Q3 2025 Reduced 0.15%
$47.7B
$70 Million 7.8% of portfolio
140,301
Q3 2025 Added 0.14%
$255B
$68.4 Million 7.63% of portfolio
205,963
Q3 2025 Added 0.11%
$45.2B
$67.7 Million 7.55% of portfolio
119,316
Q3 2025 Added 0.65%
$86.1B
$65.7 Million 7.33% of portfolio
189,805
Q3 2025 Added 0.29%
$25.4B
$64.3 Million 7.17% of portfolio
250,680
Q3 2025 Added 0.55%
$72.4B
$59.8 Million 6.66% of portfolio
167,596
Q3 2025 Added 0.59%
$37B
$59 Million 6.58% of portfolio
645,539
Q3 2025 New
$8.24B
$56 Million 6.24% of portfolio
1,335,865
Q3 2025 Added 0.45%
$11B
$40.7 Million 4.54% of portfolio
407,468
Q3 2025 Added 2.72%
$0
$5.97 Million 0.67% of portfolio
65,105
Q3 2025 Reduced 11.84%
$237B
$5.53 Million 0.62% of portfolio
23,321
Q3 2025 Added 0.21%
$6.9B
$2.39 Million 0.27% of portfolio
12,559
Q3 2025 Added 0.46%
$4.3T
$631,000 0.07% of portfolio
2,480
Q3 2025 New
$662B
$601,000 0.07% of portfolio
1,197
Q4 2023 Added 15.05%
$49.4B
$236,000 0.03% of portfolio
1,500
Q2 2025 New
$1.29T
$279,000 0.03% of portfolio
628
Q3 2025 New
$404B
$237,000 0.03% of portfolio
257
Q2 2025 New
$49.1B
$218,000 0.02% of portfolio
182
Q3 2025 New
Ferguson Enterprises Inc
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 3.37%
-
$0 0.0% of portfolio
-
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 26
  • Current Value $897 Million
  • Prior Value $854 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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