YCG, LLC
YCG, LLC reported 41 positions worth $1.14B as of June 30, 2026 (13F filed August 13, 2026). Largest holding: MA (7.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | MA | SH | $80.1M | 7.05% | 155,897 | — | — | |
| ▸ 2 | MCO | SH | $78.9M | 6.94% | 174,210 | — | — | |
| ▸ 3 | FICO | SH | $74.4M | 6.54% | 62,236 | — | — | |
| ▸ 4 | CPRT | SH | $70.4M | 6.20% | 2,498,653 | — | — | |
| ▸ 5 | TDG | SH | $61.6M | 5.42% | 46,242 | — | — | |
| ▸ 6 | MSFT | SH | $61.2M | 5.38% | 163,944 | — | — | |
| ▸ 7 | MSCI | SH | $58.4M | 5.14% | 104,207 | — | — | |
| ▸ 8 | LIN | SH | $48.7M | 4.29% | 93,887 | — | — | |
| ▸ 9 | AON | SH | $48.1M | 4.24% | 145,134 | — | — | |
| ▸ 10 | VRSK | SH | $45.1M | 3.97% | 251,376 | — | — |
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Frequently Asked Questions
What stocks does YCG, LLC hold as of Q2 2026?
YCG, LLC reported 41 positions worth $1.14B in its Q2 2026 13F filing. Largest positions: MA (7.0%), MCO (6.9%), FICO (6.5%), CPRT (6.2%) and TDG (5.4%).
What did YCG, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did YCG, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.