YCG, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CPRT | 1.76M | $58.31M |
 | CP | 338K | $26.58M |
 | CNI | 257K | $26.42M |
 | WM | 221K | $50.71M |
 | VRSK | 219K | $41.48M |
 | CSGP | 196K | $7.91M |
 | RSG | 194K | $42.51M |
 | AMZN | 192K | $39.96M |
 | MCO | 175K | $76.33M |
 | MSFT | 165K | $61.01M |
 | MA | 156K | $78.18M |
 | AON | 147K | $47.45M |
 | GOOG | 145K | $41.63M |
 | CME | 136K | $40.12M |
 | CRH | 120K | $12.62M |
 | PG | 113K | $16.31M |
 | CBRE | 112K | $15.10M |
 | MSCI | 107K | $57.61M |
 | LIN | 88K | $43.42M |
 | CL | 86K | $7.35M |
Copart, Inc.
CPRT
Shares Held
1.76M
Value
$58.31M
Canadian Pacific Kansas City Ltd.
CP
Shares Held
338K
Value
$26.58M
Canadian National Railway Company
CNI
Shares Held
257K
Value
$26.42M
Waste Management, Inc.
WM
Shares Held
221K
Value
$50.71M
Verisk Analytics, Inc.
VRSK
Shares Held
219K
Value
$41.48M
CoStar Group, Inc.
CSGP
Shares Held
196K
Value
$7.91M
Republic Services, Inc.
RSG
Shares Held
194K
Value
$42.51M
Amazon.com, Inc.
AMZN
Shares Held
192K
Value
$39.96M
Moody's Corporation
MCO
Shares Held
175K
Value
$76.33M
Microsoft Corporation
MSFT
Shares Held
165K
Value
$61.01M
Mastercard Incorporated
MA
Shares Held
156K
Value
$78.18M
Aon plc
AON
Shares Held
147K
Value
$47.45M
Alphabet Inc.
GOOG
Shares Held
145K
Value
$41.63M
CME Group Inc.
CME
Shares Held
136K
Value
$40.12M
CRH plc
CRH
Shares Held
120K
Value
$12.62M
The Procter & Gamble Company
PG
Shares Held
113K
Value
$16.31M
CBRE Group, Inc.
CBRE
Shares Held
112K
Value
$15.10M
MSCI Inc.
MSCI
Shares Held
107K
Value
$57.61M
Linde plc
LIN
Shares Held
88K
Value
$43.42M
Colgate-Palmolive Company
CL
Shares Held
86K
Value
$7.35M