YCG, LLC Long-Term Concentrated

CIK: 0001584801 · Show all filings

Period: Q1 2015 (← Previous) (Next →)

Filing Date: May 7, 2015

Total Value ($000): $332,656 (100.0% shares, 0.0% debt)

Holdings (64)

PG Procter & Gamble Co 7.9%
Value ($000) $26,268 Shares 320,571 Est. Cost $56.13 Unrealized +13.3%
Unilever 7.8%
Value ($000) $26,055 Shares 623,925 Est. Cost $39.72 Unrealized
PEP Pepsico Incorporated 7.6%
Value ($000) $25,281 Shares 264,389 Est. Cost $57.01 Unrealized +22.3%
KO Coca Cola Co 6.1%
Value ($000) $20,278 Shares 500,062 Est. Cost $27.84 Unrealized +6.4%
MA Mastercard Inc 5.9%
Value ($000) $19,484 Shares 225,537 Est. Cost $71.20 Unrealized +14.1%
AON Plc 5.1%
Value ($000) $17,101 Shares 177,917 Est. Cost $68.29 Unrealized
CL Colgate Palmolive Co 4.8%
Value ($000) $15,958 Shares 230,135 Est. Cost $47.32 Unrealized +13.4%
WFC Wells Fargo & Co New 4.6%
Value ($000) $15,210 Shares 279,589 Est. Cost $31.18 Unrealized +27.8%
ORCL Oracle Corp 4.4%
Value ($000) $14,474 Shares 335,438 Est. Cost $32.05 Unrealized +15.0%
MSCI MSCI Inc. 4.3%
Value ($000) $14,378 Shares 234,505 Est. Cost $32.34 Unrealized +53.0%
WU Western Union Company 4.1%
Value ($000) $13,514 Shares 649,421 Est. Cost $16.75 Unrealized
VZ Verizon Communications Inc 4.0%
Value ($000) $13,159 Shares 270,598 Est. Cost $27.70 Unrealized -0.3%
21st Century Fox 3.8%
Value ($000) $12,636 Shares 373,412 Est. Cost $39.00 Unrealized
MSFT Microsoft Corp 3.6%
Value ($000) $11,932 Shares 293,488 Est. Cost $28.77 Unrealized +29.5%
Express Scripts Hldg Co 2.8%
Value ($000) $9,388 Shares 108,190 Est. Cost $72.09 Unrealized
BRK/A Berkshire Hathaway Inc Del 2.7%
Value ($000) $8,918 Shares 41 Est. Cost $165023.42 Unrealized +33.9%
ELV Anthem Inc 2.6%
Value ($000) $8,732 Shares 56,548 Est. Cost $111.10 Unrealized +9.9%
SCHW Schwab Charles Corp New 2.3%
Value ($000) $7,717 Shares 253,504 Est. Cost $25.35 Unrealized +0.2%
HSY The Hershey Co 2.1%
Value ($000) $6,888 Shares 68,259 Est. Cost $70.93 Unrealized +13.4%
Discovery Communication 2.0%
Value ($000) $6,566 Shares 222,767 Est. Cost $29.64 Unrealized
EBAY EBAY Inc 1.7%
Value ($000) $5,709 Shares 98,983 Est. Cost $20.20 Unrealized +5.1%
CVS CVS Caremark Corp 1.5%
Value ($000) $4,858 Shares 47,073 Est. Cost $46.03 Unrealized +61.4%
BRK/B Berkshire Hathaway Inc Del 1.2%
Value ($000) $4,036 Shares 27,967 Est. Cost $110.34 Unrealized +33.4%
CSCO Cisco Systems Inc 0.9%
Value ($000) $3,035 Shares 110,277 Est. Cost $15.38 Unrealized +30.6%
BDX Becton Dickinson & Co 0.9%
Value ($000) $2,941 Shares 20,484 Est. Cost $78.11 Unrealized +51.8%
SYK Stryker Corp 0.7%
Value ($000) $2,331 Shares 25,270 Est. Cost $56.92 Unrealized +44.0%
JNJ Johnson & Johnson 0.6%
Value ($000) $2,103 Shares 20,900 Est. Cost $60.46 Unrealized +24.2%
EFX Equifax Inc 0.5%
Value ($000) $1,751 Shares 18,825 Est. Cost $53.06 Unrealized +50.6%
Google Inc 0.4%
Value ($000) $1,476 Shares 2,693 Est. Cost $564.90 Unrealized
BK Bank New York Mellon Corp 0.4%
Value ($000) $1,413 Shares 35,104 Est. Cost $21.28 Unrealized +39.7%
UPS United Parcel Service 0.4%
Value ($000) $1,323 Shares 13,651 Est. Cost $55.38 Unrealized +25.3%
USB U S Bancorp Del 0.3%
Value ($000) $1,047 Shares 23,968 Est. Cost $23.16 Unrealized +28.7%
Google Inc 0.3%
Value ($000) $982 Shares 1,770 Est. Cost $882.26 Unrealized
AXP American Express Company 0.2%
Value ($000) $742 Shares 9,500 Est. Cost $59.62 Unrealized +19.1%
MKL Markel Corp 0.2%
Value ($000) $615 Shares 800 Est. Cost $523.59 Unrealized +38.1%
Bard C R Incorporated 0.2%
Value ($000) $595 Shares 3,555 Est. Cost $108.62 Unrealized
SYY Sysco Corporation 0.2%
Value ($000) $550 Shares 14,570 Est. Cost $24.61 Unrealized +20.0%
MFC Industrial Ltd. 0.2%
Value ($000) $511 Shares 125,880 Est. Cost $7.95 Unrealized
TJX TJX COS INC NEW 0.1%
Value ($000) $490 Shares 7,000 Est. Cost $20.82 Unrealized +40.7%
Viacom Inc New 0.1%
Value ($000) $481 Shares 7,000 Est. Cost $68.42 Unrealized
CLX Clorox Co Del 0.1%
Value ($000) $309 Shares 2,800 Est. Cost $61.99 Unrealized +29.0%
Valeant Pharma Intl 0.1%
Value ($000) $210 Shares 1,059 Est. Cost $99.78 Unrealized
Viacom Inc New 0.1%
Value ($000) $193 Shares 2,825 Est. Cost $68.01 Unrealized
PFE Pfizer Incorporated 0.1%
Value ($000) $167 Shares 4,800 Est. Cost $16.46 Unrealized +22.1%
Torchmark Corp 0.0%
Value ($000) $124 Shares 2,250 Est. Cost $60.59 Unrealized
AZO Autozone Inc 0.0%
Value ($000) $106 Shares 156 Est. Cost $505.25 Unrealized +24.3%
BUD Anheuser-Busc Inbev SA/NV 0.0%
Value ($000) $96 Shares 788 Est. Cost $90.10 Unrealized
Leucadia National Corp 0.0%
Value ($000) $61 Shares 2,720 Est. Cost $26.14 Unrealized
V Visa Inc 0.0%
Value ($000) $57 Shares 876 Est. Cost $55.97 Unrealized +9.5%
PM Philip Morris Intl Inc 0.0%
Value ($000) $53 Shares 703 Est. Cost $49.38 Unrealized -4.7%
Liberty Media Corp 0.0%
Value ($000) $45 Shares 1,190 Est. Cost $47.06 Unrealized
XOM Exxon Mobil 0.0%
Value ($000) $43 Shares 500 Est. Cost $58.00 Unrealized -4.2%
HKHHF Heineken Holding 0.0%
Value ($000) $37 Shares 532 Est. Cost $49.54 Unrealized +9.4%
BF/B Brown Forman Corp 0.0%
Value ($000) $36 Shares 393 Est. Cost $29.79 Unrealized 0.0%
PDRDF Pernod Ricard 0.0%
Value ($000) $33 Shares 283 Est. Cost $117.99 Unrealized -0.8%
Twenty First Centy Fox Inc 0.0%
Value ($000) $32 Shares 979 Est. Cost $34.43 Unrealized
JPM JPMorgan Chase & Co 0.0%
Value ($000) $24 Shares 400 Est. Cost $44.70 Unrealized -0.9%
Liberty Media Corp A 0.0%
Value ($000) $23 Shares 595 Est. Cost $146.22 Unrealized
Discovery Communication 0.0%
Value ($000) $21 Shares 676 Est. Cost $76.92 Unrealized
LBRDK Liberty Broadband Corp 0.0%
Value ($000) $17 Shares 297 Est. Cost $46.10 Unrealized +2.9%
DGEAF Diageo Plc Ord New 0.0%
Value ($000) $15 Shares 553 Est. Cost $23.16 Unrealized -4.3%
DEO Diageo Plc New ADR 0.0%
Value ($000) $14 Shares 124 Est. Cost $120.97 Unrealized
LBRDA Liberty Broadband Corp 0.0%
Value ($000) $8 Shares 148 Est. Cost $46.22 Unrealized +2.9%
Avon Prods Inc 0.0%
Value ($000) $6 Shares 726 Est. Cost $15.15 Unrealized