YCG, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CPRT | 1.48M | $57.95M |
 | CP | 390K | $28.69M |
 | CSGP | 359K | $24.15M |
 | CNI | 293K | $28.98M |
 | WM | 246K | $53.95M |
 | MMC | 241K | $44.65M |
 | RSG | 210K | $44.59M |
 | CL | 209K | $16.51M |
 | GOOG | 204K | $63.98M |
 | AMZN | 198K | $45.71M |
 | VRSK | 186K | $41.70M |
 | MCO | 181K | $92.47M |
 | CBRE | 180K | $28.91M |
 | MSFT | 174K | $84.10M |
 | MA | 161K | $91.93M |
 | AON | 151K | $53.44M |
 | CME | 125K | $34.20M |
 | PG | 117K | $16.77M |
 | CRH | 114K | $14.26M |
 | MSCI | 110K | $63.27M |
Copart, Inc.
CPRT
Shares Held
1.48M
Value
$57.95M
Canadian Pacific Kansas City Ltd.
CP
Shares Held
390K
Value
$28.69M
CoStar Group, Inc.
CSGP
Shares Held
359K
Value
$24.15M
Canadian National Railway Company
CNI
Shares Held
293K
Value
$28.98M
Waste Management, Inc.
WM
Shares Held
246K
Value
$53.95M
Marsh & McLennan Companies, Inc.
MMC
Shares Held
241K
Value
$44.65M
Republic Services, Inc.
RSG
Shares Held
210K
Value
$44.59M
Colgate-Palmolive Company
CL
Shares Held
209K
Value
$16.51M
Alphabet Inc.
GOOG
Shares Held
204K
Value
$63.98M
Amazon.com, Inc.
AMZN
Shares Held
198K
Value
$45.71M
Verisk Analytics, Inc.
VRSK
Shares Held
186K
Value
$41.70M
Moody's Corporation
MCO
Shares Held
181K
Value
$92.47M
CBRE Group, Inc.
CBRE
Shares Held
180K
Value
$28.91M
Microsoft Corporation
MSFT
Shares Held
174K
Value
$84.10M
Mastercard Incorporated
MA
Shares Held
161K
Value
$91.93M
Aon plc
AON
Shares Held
151K
Value
$53.44M
CME Group Inc.
CME
Shares Held
125K
Value
$34.20M
The Procter & Gamble Company
PG
Shares Held
117K
Value
$16.77M
CRH plc
CRH
Shares Held
114K
Value
$14.26M
MSCI Inc.
MSCI
Shares Held
110K
Value
$63.27M