YCG, LLC Long-Term Concentrated

Location: Austin, TX

CIK: 0001584801 · Show all filings

Period: Q4 2014 (← Previous) (Next →)

Filing Date: Jan 26, 2015

Total Value: $319M (100.0% shares, 0.0% debt)

Holdings (77)

PG Procter & Gamble Co 8.7%
Value $27.84M Shares 305,687 Est. Cost $55.77 Unrealized +15.8%
KO Coca Cola Co 8.5%
Value $26.95M Shares 638,390 Est. Cost $27.84 Unrealized +8.0%
PEP Pepsico Incorporated 7.8%
Value $24.72M Shares 261,444 Est. Cost $56.86 Unrealized +20.7%
Unilever 7.7%
Value $24.65M Shares 631,300 Est. Cost $39.72 Unrealized
MA Mastercard Inc 6.0%
Value $19.14M Shares 222,135 Est. Cost $71.04 Unrealized +7.4%
AON Plc 5.2%
Value $16.55M Shares 174,499 Est. Cost $67.74 Unrealized
WFC Wells Fargo & Co New 4.7%
Value $14.92M Shares 272,156 Est. Cost $30.94 Unrealized +25.3%
ORCL Oracle Corp 4.7%
Value $14.86M Shares 330,338 Est. Cost $31.97 Unrealized +7.9%
CL Colgate Palmolive Co 4.2%
Value $13.36M Shares 193,050 Est. Cost $46.10 Unrealized +13.2%
MSFT Microsoft Corp 4.0%
Value $12.84M Shares 276,308 Est. Cost $28.24 Unrealized +41.2%
MSCI MSCI Inc. 4.0%
Value $12.71M Shares 267,850 Est. Cost $32.34 Unrealized +28.1%
21st Century Fox 4.0%
Value $12.61M Shares 328,291 Est. Cost $39.71 Unrealized
WU Western Union Company 3.6%
Value $11.42M Shares 637,730 Est. Cost $16.68 Unrealized
VZ Verizon Communications Inc 3.1%
Value $9.941M Shares 212,497 Est. Cost $27.72 Unrealized -0.2%
BRK/A Berkshire Hathaway Inc Del 3.0%
Value $9.718M Shares 43 Est. Cost $165023.42 Unrealized +31.2%
Express Scripts Hldg Co 2.7%
Value $8.621M Shares 101,816 Est. Cost $71.17 Unrealized
ELV Anthem Inc 2.3%
Value $7.228M Shares 37,519 Est. Cost $105.54 Unrealized 0.0%
HSY The Hershey Co 2.2%
Value $7.012M Shares 67,470 Est. Cost $70.81 Unrealized +5.4%
EBAY EBAY Inc 1.7%
Value $5.344M Shares 95,229 Est. Cost $20.15 Unrealized +0.2%
BRK/B Berkshire Hathaway Inc Del 1.5%
Value $4.851M Shares 32,309 Est. Cost $110.34 Unrealized +30.8%
CVS CVS Caremark Corp 1.4%
Value $4.553M Shares 47,274 Est. Cost $46.03 Unrealized +40.0%
BDX Becton Dickinson & Co 1.0%
Value $3.259M Shares 23,417 Est. Cost $78.11 Unrealized +38.1%
CSCO Cisco Systems Inc 1.0%
Value $3.087M Shares 110,989 Est. Cost $15.38 Unrealized +19.0%
SYK Stryker Corp 0.8%
Value $2.405M Shares 25,500 Est. Cost $56.92 Unrealized +36.8%
JNJ Johnson & Johnson 0.7%
Value $2.29M Shares 21,900 Est. Cost $60.46 Unrealized +27.9%
BK Bank New York Mellon Corp 0.7%
Value $2.138M Shares 52,700 Est. Cost $21.28 Unrealized +39.8%
SYY Sysco Corporation 0.5%
Value $1.683M Shares 42,400 Est. Cost $24.61 Unrealized +17.3%
EFX Equifax Inc 0.5%
Value $1.609M Shares 19,900 Est. Cost $53.06 Unrealized +30.9%
UPS United Parcel Service 0.5%
Value $1.518M Shares 13,651 Est. Cost $55.38 Unrealized +28.1%
USB U S Bancorp Del 0.4%
Value $1.224M Shares 27,228 Est. Cost $23.16 Unrealized +25.8%
Google Inc 0.4%
Value $1.133M Shares 2,152 Est. Cost $569.13 Unrealized
Google Inc 0.3%
Value $945K Shares 1,781 Est. Cost $882.26 Unrealized
MFC Industrial Ltd. 0.3%
Value $891K Shares 125,880 Est. Cost $7.95 Unrealized
AXP American Express Company 0.3%
Value $884K Shares 9,500 Est. Cost $59.62 Unrealized +28.2%
Bard C R Incorporated 0.2%
Value $592K Shares 3,555 Est. Cost $108.62 Unrealized
SCHW Schwab Charles Corp New 0.2%
Value $591K Shares 19,561 Est. Cost $24.66 Unrealized +0.7%
MKL Markel Corp 0.2%
Value $546K Shares 800 Est. Cost $523.59 Unrealized +29.5%
Viacom Inc New 0.2%
Value $529K Shares 7,000 Est. Cost $68.42 Unrealized
TJX TJX COS INC NEW 0.2%
Value $480K Shares 7,000 Est. Cost $20.82 Unrealized +31.3%
CLX Clorox Co Del 0.1%
Value $344K Shares 3,300 Est. Cost $61.99 Unrealized +17.9%
ABBV Abbvie Inc 0.1%
Value $314K Shares 4,800 Est. Cost $40.24 Unrealized 0.0%
C.H. Robinson Worldwide Inc. 0.1%
Value $277K Shares 3,700 Est. Cost $53.48 Unrealized
PM Philip Morris Intl Inc 0.1%
Value $220K Shares 2,703 Est. Cost $49.38 Unrealized -0.3%
ABT Abbott Labs 0.1%
Value $216K Shares 4,800 Est. Cost $35.31 Unrealized 0.0%
Viacom Inc New 0.1%
Value $213K Shares 2,825 Est. Cost $68.01 Unrealized
PFE Pfizer Incorporated 0.1%
Value $196K Shares 6,300 Est. Cost $16.46 Unrealized +9.2%
Valeant Pharma Intl 0.0%
Value $152K Shares 1,059 Est. Cost $99.78 Unrealized
YUM Yum Brands Inc. 0.0%
Value $140K Shares 1,920 Est. Cost $38.97 Unrealized +8.4%
Torchmark Corp 0.0%
Value $122K Shares 2,250 Est. Cost $60.59 Unrealized
MO Altria Group Inc 0.0%
Value $99,000 Shares 2,000 Est. Cost $23.76 Unrealized 0.0%
BUD Anheuser-Busc Inbev SA/NV 0.0%
Value $89,000 Shares 788 Est. Cost $90.10 Unrealized
Discovery Communication 0.0%
Value $68,000 Shares 2,028 Est. Cost $48.16 Unrealized
Leucadia National Corp 0.0%
Value $67,000 Shares 3,000 Est. Cost $26.14 Unrealized
AZO Autozone Inc 0.0%
Value $64,000 Shares 104 Est. Cost $443.81 Unrealized +27.0%
GIS General Mls 0.0%
Value $59,000 Shares 1,100 Est. Cost $35.24 Unrealized 0.0%
V Visa Inc 0.0%
Value $57,000 Shares 219 Est. Cost $40.02 Unrealized +39.1%
T AT&T Inc 0.0%
Value $53,000 Shares 1,579 Est. Cost $11.81 Unrealized 0.0%
XOM Exxon Mobil 0.0%
Value $51,000 Shares 550 Est. Cost $58.00 Unrealized 0.0%
MDLZ Mondelez Intl Inc 0.0%
Value $50,000 Shares 1,384 Est. Cost $28.41 Unrealized 0.0%
MZTI Lancaster Colony Corp 0.0%
Value $47,000 Shares 500 Est. Cost $90.72 Unrealized 0.0%
Liberty Media Corp 0.0%
Value $42,000 Shares 1,190 Est. Cost $47.06 Unrealized
Twenty First Centy Fox Inc 0.0%
Value $36,000 Shares 979 Est. Cost $34.43 Unrealized
HKHHF Heineken Holding 0.0%
Value $33,000 Shares 532 Est. Cost $49.54 Unrealized +6.3%
PDRDF Pernod Ricard 0.0%
Value $32,000 Shares 283 Est. Cost $117.99 Unrealized -4.4%
Kraft Foods Group Inc 0.0%
Value $29,000 Shares 461 Est. Cost $62.91 Unrealized
GS Goldman Sachs Group Inc 0.0%
Value $25,000 Shares 130 Est. Cost $150.86 Unrealized 0.0%
JPM Jpmorgan Chase & Co 0.0%
Value $25,000 Shares 400 Est. Cost $44.70 Unrealized 0.0%
Discovery Communication 0.0%
Value $23,000 Shares 676 Est. Cost $76.92 Unrealized
Liberty Media Corp A 0.0%
Value $21,000 Shares 595 Est. Cost $146.22 Unrealized
DGEAF Diageo Plc Ord New 0.0%
Value $16,000 Shares 553 Est. Cost $23.16 Unrealized -3.7%
LBRDK Liberty Broadband Corp 0.0%
Value $15,000 Shares 297 Est. Cost $46.10 Unrealized 0.0%
DEO Diageo Plc New ADR 0.0%
Value $14,000 Shares 124 Est. Cost $120.97 Unrealized
WMT Wal-Mart Stores Inc 0.0%
Value $13,000 Shares 150 Est. Cost $21.83 Unrealized 0.0%
Avon Prods Inc 0.0%
Value $7,000 Shares 726 Est. Cost $15.15 Unrealized
LBRDA Liberty Broadband Corp 0.0%
Value $7,000 Shares 148 Est. Cost $46.22 Unrealized 0.0%
Vivint Solar Inc 0.0%
Value $6,000 Shares 700 Est. Cost $8.57 Unrealized
Frontier Communications Corp 0.0%
Value $1,000 Shares 220 Est. Cost $4.55 Unrealized