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YCG, LLC

Q1 2026 13F Holdings

  • Location
    austin, TX
  • Num holdings

    42

  • Value ($000)

    $1,104,814

  • Date Filed
    05/14/2026
  • Form type
    13F-HR
  • CIK
    0001584801
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
M
MA

MASTERCARD INCORPORATED

CL A
57636Q104
$78.18M
7 %

156,474

M
MCO

MOODYS CORP

COM
615369105
$76.33M
7 %

174,963

M
MSFT

MICROSOFT CORP

COM
594918104
$61.01M
6 %

164,827

C
CPRT

COPART INC

COM
217204106
$58.31M
5 %

1,756,341

M
MSCI

MSCI INC

COM
55354G100
$57.61M
5 %

106,886

F
FICO

FAIR ISAAC CORP

COM
303250104
$52.12M
5 %

48,818

W
WM

WASTE MGMT INC DEL

COM
94106L109
$50.71M
5 %

220,662

A
AON

AON PLC

SHS CL A
G0403H108
$47.45M
4 %

147,010

L
LIN

LINDE PLC

SHS
G54950103
$43.42M
4 %

87,574

R
RSG

REPUBLIC SVCS INC

COM
760759100
$42.51M
4 %

194,097

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