YCG, LLC Long-Term Concentrated

CIK: 0001584801 · Show all filings

Period: Q3 2014 (← Previous) (Next →)

Filing Date: Nov 12, 2014

Total Value ($000): $286,311 (100.0% shares, 0.0% debt)

Holdings (62)

PG Procter & Gamble Co 10.0%
Value ($000) $28,623 Shares 341,804 Est. Cost $55.77 Unrealized +7.1%
KO Coca Cola Co 9.3%
Value ($000) $26,517 Shares 621,581 Est. Cost $27.78 Unrealized +3.9%
PEP Pepsico Incorporated 8.2%
Value ($000) $23,363 Shares 250,975 Est. Cost $56.37 Unrealized +15.1%
Unilever 7.5%
Value ($000) $21,446 Shares 540,478 Est. Cost $39.84 Unrealized
AON Plc 5.0%
Value ($000) $14,393 Shares 164,171 Est. Cost $66.04 Unrealized
MA Mastercard Inc 5.0%
Value ($000) $14,313 Shares 193,632 Est. Cost $70.27 Unrealized +1.2%
WFC Wells Fargo & Co New 4.7%
Value ($000) $13,314 Shares 256,677 Est. Cost $30.47 Unrealized +22.8%
MSFT Microsoft Corp 4.3%
Value ($000) $12,270 Shares 264,662 Est. Cost $27.73 Unrealized +35.8%
ORCL Oracle Corp 4.2%
Value ($000) $12,001 Shares 313,501 Est. Cost $31.84 Unrealized +7.5%
MSCI MSCI Inc. 4.1%
Value ($000) $11,791 Shares 250,764 Est. Cost $31.72 Unrealized +28.6%
CL Colgate Palmolive Co 4.1%
Value ($000) $11,734 Shares 179,920 Est. Cost $45.65 Unrealized +11.0%
BRK/A Berkshire Hathaway Inc Del 3.7%
Value ($000) $10,552 Shares 51 Est. Cost $165023.42 Unrealized +21.1%
21st Century Fox 3.5%
Value ($000) $9,935 Shares 289,724 Est. Cost $39.88 Unrealized
WU Western Union Company 3.4%
Value ($000) $9,701 Shares 604,798 Est. Cost $16.61 Unrealized
BRK/B Berkshire Hathaway Inc Del 2.7%
Value ($000) $7,845 Shares 56,792 Est. Cost $110.34 Unrealized +20.7%
Express Scripts Hldg Co 2.4%
Value ($000) $6,914 Shares 97,895 Est. Cost $70.63 Unrealized
Wellpoint Inc 2.3%
Value ($000) $6,676 Shares 55,814 Est. Cost $81.81 Unrealized
HSY The Hershey Co 2.1%
Value ($000) $6,044 Shares 63,336 Est. Cost $70.56 Unrealized +0.0%
EBAY EBAY Inc 1.8%
Value ($000) $5,241 Shares 92,548 Est. Cost $20.15 Unrealized -1.8%
VZ Verizon Communications Inc 1.7%
Value ($000) $4,970 Shares 99,413 Est. Cost $27.80 Unrealized 0.0%
CVS CVS Caremark Corp 1.2%
Value ($000) $3,578 Shares 44,961 Est. Cost $45.08 Unrealized +27.5%
BDX Becton Dickinson & Co 0.9%
Value ($000) $2,709 Shares 23,800 Est. Cost $78.11 Unrealized +22.5%
CSCO Cisco Systems Inc 0.9%
Value ($000) $2,659 Shares 105,656 Est. Cost $15.24 Unrealized +16.2%
JNJ Johnson & Johnson 0.8%
Value ($000) $2,228 Shares 20,900 Est. Cost $59.66 Unrealized +26.7%
SYK Stryker Corp 0.7%
Value ($000) $2,059 Shares 25,500 Est. Cost $56.92 Unrealized +26.4%
BK Bank New York Mellon Corp 0.7%
Value ($000) $2,041 Shares 52,700 Est. Cost $21.28 Unrealized +38.2%
SYY Sysco Corporation 0.5%
Value ($000) $1,552 Shares 40,900 Est. Cost $24.46 Unrealized +12.7%
EFX Equifax Inc 0.5%
Value ($000) $1,487 Shares 19,900 Est. Cost $53.06 Unrealized +28.5%
UPS United Parcel Service 0.5%
Value ($000) $1,342 Shares 13,651 Est. Cost $55.38 Unrealized +19.8%
Google Inc 0.4%
Value ($000) $1,091 Shares 1,889 Est. Cost $575.07 Unrealized
Google Inc 0.4%
Value ($000) $1,048 Shares 1,781 Est. Cost $882.26 Unrealized
USB U S Bancorp Del 0.4%
Value ($000) $1,013 Shares 24,213 Est. Cost $22.41 Unrealized +26.8%
MFC Industrial Ltd. 0.3%
Value ($000) $895 Shares 125,880 Est. Cost $7.95 Unrealized
AXP American Express Company 0.3%
Value ($000) $832 Shares 9,500 Est. Cost $59.62 Unrealized +28.3%
Bard C R Incorporated 0.2%
Value ($000) $542 Shares 3,800 Est. Cost $108.62 Unrealized
Viacom Inc New 0.2%
Value ($000) $539 Shares 7,000 Est. Cost $68.42 Unrealized
MKL Markel Corp 0.2%
Value ($000) $509 Shares 800 Est. Cost $523.59 Unrealized +23.2%
TJX TJX COS INC NEW 0.1%
Value ($000) $414 Shares 7,000 Est. Cost $20.82 Unrealized +15.9%
C.H. Robinson Worldwide Inc. 0.1%
Value ($000) $325 Shares 4,904 Est. Cost $53.48 Unrealized
CLX Clorox Co Del 0.1%
Value ($000) $269 Shares 2,800 Est. Cost $60.00 Unrealized +9.4%
Viacom Inc New 0.1%
Value ($000) $217 Shares 2,825 Est. Cost $68.01 Unrealized
PFE Pfizer Incorporated 0.1%
Value ($000) $186 Shares 6,300 Est. Cost $16.46 Unrealized +6.0%
YUM Yum Brands Inc. 0.0%
Value ($000) $138 Shares 1,920 Est. Cost $38.97 Unrealized +10.1%
Valeant Pharma Intl 0.0%
Value ($000) $127 Shares 971 Est. Cost $95.81 Unrealized
Torchmark Corp 0.0%
Value ($000) $118 Shares 2,250 Est. Cost $60.59 Unrealized
SCHW Schwab Charles Corp New 0.0%
Value ($000) $114 Shares 3,877 Est. Cost $23.92 Unrealized +3.3%
BUD Anheuser-Busc Inbev SA/NV 0.0%
Value ($000) $87 Shares 788 Est. Cost $90.10 Unrealized
Discovery Communication 0.0%
Value ($000) $76 Shares 2,028 Est. Cost $48.16 Unrealized
Leucadia National Corp 0.0%
Value ($000) $72 Shares 3,000 Est. Cost $26.14 Unrealized
PM Philip Morris Intl Inc 0.0%
Value ($000) $59 Shares 703 Est. Cost $49.85 Unrealized -3.9%
Liberty Media Corp 0.0%
Value ($000) $56 Shares 1,190 Est. Cost $47.06 Unrealized
V Visa Inc 0.0%
Value ($000) $47 Shares 219 Est. Cost $40.02 Unrealized +24.0%
AZO Autozone Inc 0.0%
Value ($000) $41 Shares 80 Est. Cost $407.86 Unrealized +29.1%
HKHHF Heineken Holding 0.0%
Value ($000) $35 Shares 532 Est. Cost $49.54 Unrealized +8.7%
PDRDF Pernod Ricard 0.0%
Value ($000) $32 Shares 283 Est. Cost $117.99 Unrealized -1.8%
Liberty Media Corp A 0.0%
Value ($000) $28 Shares 595 Est. Cost $146.22 Unrealized
Discovery Communication 0.0%
Value ($000) $26 Shares 676 Est. Cost $76.92 Unrealized
Twenty First Centy Fox Inc 0.0%
Value ($000) $19 Shares 579 Est. Cost $32.82 Unrealized
IBM Intl Business Machines 0.0%
Value ($000) $19 Shares 100 Est. Cost $118.94 Unrealized -3.9%
DGEAF Diageo Plc Ord New 0.0%
Value ($000) $16 Shares 553 Est. Cost $23.16 Unrealized -1.1%
DEO Diageo Plc New ADR 0.0%
Value ($000) $14 Shares 124 Est. Cost $120.97 Unrealized
Avon Prods Inc 0.0%
Value ($000) $9 Shares 726 Est. Cost $15.15 Unrealized