YCG, LLC Long-Term Concentrated

Location: Austin, TX

CIK: 0001584801 · Show all filings

Period: Q2 2014 (← Previous) (Next →)

Filing Date: Aug 20, 2014

Total Value: $274M (100.0% shares, 0.0% debt)

Holdings (65)

PG Procter & Gamble Co 9.3%
Value $25.59M Shares 325,591 Est. Cost $55.57 Unrealized +4.9%
KO Coca Cola Co 9.0%
Value $24.7M Shares 583,226 Est. Cost $27.71 Unrealized +1.5%
PEP Pepsico Incorporated 8.2%
Value $22.51M Shares 251,989 Est. Cost $56.37 Unrealized +8.1%
Unilever 6.9%
Value $18.81M Shares 429,796 Est. Cost $39.88 Unrealized
AON Plc 5.4%
Value $14.74M Shares 163,623 Est. Cost $66.04 Unrealized
BRK/A Berkshire Hathaway Inc Del 4.5%
Value $12.34M Shares 65 Est. Cost $165023.42 Unrealized +15.0%
WFC Wells Fargo & Co New 4.3%
Value $11.65M Shares 221,619 Est. Cost $29.37 Unrealized +23.6%
MSCI MSCI Inc. 4.2%
Value $11.39M Shares 248,446 Est. Cost $31.72 Unrealized +19.7%
MA Mastercard Inc 4.1%
Value $11.13M Shares 151,438 Est. Cost $70.04 Unrealized -1.1%
CL Colgate Palmolive Co 4.0%
Value $11.06M Shares 162,194 Est. Cost $45.10 Unrealized +13.6%
MSFT Microsoft Corp 4.0%
Value $10.96M Shares 262,852 Est. Cost $27.73 Unrealized +22.5%
21st Century Fox 3.7%
Value $10.24M Shares 291,473 Est. Cost $39.88 Unrealized
SYY Sysco Corporation 3.5%
Value $9.655M Shares 257,814 Est. Cost $24.46 Unrealized +10.0%
Directv 3.5%
Value $9.54M Shares 112,223 Est. Cost $62.96 Unrealized
ORCL Oracle Corp 3.0%
Value $8.247M Shares 203,478 Est. Cost $30.55 Unrealized +13.5%
BRK/B Berkshire Hathaway Inc Del 2.8%
Value $7.563M Shares 59,760 Est. Cost $110.34 Unrealized +14.7%
BDX Becton Dickinson & Co 2.3%
Value $6.402M Shares 54,120 Est. Cost $78.11 Unrealized +21.3%
Wellpoint Inc 2.2%
Value $6.013M Shares 55,876 Est. Cost $81.81 Unrealized
WU Western Union Company 1.8%
Value $4.818M Shares 277,834 Est. Cost $17.28 Unrealized
CSCO Cisco Systems Inc 1.5%
Value $4.008M Shares 161,291 Est. Cost $15.24 Unrealized +9.2%
CVS CVS Caremark Corp 1.2%
Value $3.187M Shares 42,282 Est. Cost $44.30 Unrealized +23.9%
EBAY EBAY Inc 0.9%
Value $2.586M Shares 51,652 Est. Cost $20.44 Unrealized -5.1%
WMT Wal-Mart Stores Inc 0.9%
Value $2.47M Shares 32,905 Est. Cost $19.98 Unrealized +2.7%
CLX Clorox Co Del 0.8%
Value $2.313M Shares 25,303 Est. Cost $60.00 Unrealized +7.5%
SYK Stryker Corp 0.8%
Value $2.277M Shares 27,000 Est. Cost $56.92 Unrealized +25.0%
Ensco Intl Ltd Adr 0.8%
Value $2.262M Shares 40,709 Est. Cost $56.20 Unrealized
JNJ Johnson & Johnson 0.8%
Value $2.191M Shares 20,940 Est. Cost $59.66 Unrealized +22.6%
MFC Industrial Ltd. 0.7%
Value $2.041M Shares 266,836 Est. Cost $7.95 Unrealized
BK Bank New York Mellon Corp 0.7%
Value $1.975M Shares 52,700 Est. Cost $21.28 Unrealized +22.5%
EFX Equifax Inc 0.5%
Value $1.444M Shares 19,900 Est. Cost $53.06 Unrealized +18.0%
UPS United Parcel Service 0.5%
Value $1.401M Shares 13,651 Est. Cost $55.38 Unrealized +20.2%
Google Inc 0.4%
Value $1.084M Shares 1,885 Est. Cost $575.07 Unrealized
USB U S Bancorp Del 0.4%
Value $1.049M Shares 24,213 Est. Cost $22.41 Unrealized +24.6%
Google Inc 0.4%
Value $1.041M Shares 1,781 Est. Cost $882.26 Unrealized
AXP American Express Company 0.3%
Value $901K Shares 9,500 Est. Cost $59.62 Unrealized +28.1%
Viacom Inc New 0.2%
Value $607K Shares 7,000 Est. Cost $68.42 Unrealized
Bard C R Incorporated 0.2%
Value $555K Shares 3,880 Est. Cost $108.62 Unrealized
MKL Markel Corp 0.2%
Value $525K Shares 800 Est. Cost $523.59 Unrealized +20.3%
C.H. Robinson Worldwide Inc. 0.1%
Value $375K Shares 5,881 Est. Cost $53.48 Unrealized
TJX TJX COS INC NEW 0.1%
Value $372K Shares 7,000 Est. Cost $20.82 Unrealized +16.9%
Viacom Inc New 0.1%
Value $245K Shares 2,825 Est. Cost $68.01 Unrealized
PFE Pfizer Incorporated 0.1%
Value $187K Shares 6,300 Est. Cost $16.46 Unrealized +6.6%
YUM Yum Brands Inc. 0.1%
Value $156K Shares 1,920 Est. Cost $38.97 Unrealized +14.6%
HSY The Hershey Co 0.0%
Value $133K Shares 1,369 Est. Cost $69.05 Unrealized +7.7%
Torchmark Corp 0.0%
Value $123K Shares 1,500 Est. Cost $64.67 Unrealized
Valeant Pharma Intl 0.0%
Value $95,000 Shares 751 Est. Cost $85.57 Unrealized
BUD Anheuser-Busc Inbev SA/NV 0.0%
Value $91,000 Shares 788 Est. Cost $90.10 Unrealized
Liberty Media Corp A 0.0%
Value $81,000 Shares 595 Est. Cost $146.22 Unrealized
Leucadia National Corp 0.0%
Value $79,000 Shares 3,000 Est. Cost $26.14 Unrealized
PM Philip Morris Intl Inc 0.0%
Value $59,000 Shares 703 Est. Cost $49.85 Unrealized -3.2%
Discovery Communication 0.0%
Value $50,000 Shares 676 Est. Cost $76.92 Unrealized
Discovery Communication 0.0%
Value $49,000 Shares 676 Est. Cost $69.53 Unrealized
V Visa Inc 0.0%
Value $46,000 Shares 219 Est. Cost $40.02 Unrealized +20.4%
SCHW Schwab Charles Corp New 0.0%
Value $44,000 Shares 1,637 Est. Cost $22.85 Unrealized 0.0%
AZO Autozone Inc 0.0%
Value $43,000 Shares 80 Est. Cost $407.86 Unrealized +29.7%
HKHHF Heineken Holding 0.0%
Value $35,000 Shares 532 Est. Cost $49.54 Unrealized +6.0%
XOM Exxon Mobil Corporation 0.0%
Value $34,000 Shares 341 Est. Cost $53.69 Unrealized +15.2%
PDRDF Pernod Ricard 0.0%
Value $34,000 Shares 283 Est. Cost $117.99 Unrealized +1.1%
XEL Xcel Energy Inc 0.0%
Value $23,000 Shares 710 Est. Cost $21.34 Unrealized 0.0%
IBM Intl Business Machines 0.0%
Value $18,000 Shares 100 Est. Cost $118.94 Unrealized -5.6%
DGEAF Diageo Plc Ord New 0.0%
Value $18,000 Shares 553 Est. Cost $23.16 Unrealized +2.2%
DEO Diageo Plc New ADR 0.0%
Value $16,000 Shares 124 Est. Cost $120.97 Unrealized
Avon Prods Inc 0.0%
Value $11,000 Shares 726 Est. Cost $15.15 Unrealized
Nicholas Financial Inc 0.0%
Value $3,000 Shares 228 Est. Cost $15.22 Unrealized
NWSA News Corp NEW 0.0%
Value $1,000 Shares 27 Est. Cost $15.17 Unrealized 0.0%