YCG, LLC Long-Term Concentrated

CIK: 0001584801 · Show all filings

Period: Q2 2015 (← Previous) (Next →)

Filing Date: Aug 17, 2015

Total Value ($000): $336,343 (100.0% shares, 0.0% debt)

Holdings (61)

Unilever 7.7%
Value ($000) $25,828 Shares 617,308 Est. Cost $39.72 Unrealized
PG Procter & Gamble Co 7.6%
Value ($000) $25,718 Shares 328,705 Est. Cost $56.22 Unrealized +6.7%
PEP Pepsico Incorporated 7.4%
Value ($000) $24,812 Shares 265,824 Est. Cost $57.01 Unrealized +21.6%
MA Mastercard Inc 6.3%
Value ($000) $21,070 Shares 225,393 Est. Cost $71.20 Unrealized +20.9%
CL Colgate Palmolive Co 6.0%
Value ($000) $20,015 Shares 305,986 Est. Cost $48.72 Unrealized +8.7%
KO Coca Cola Co 5.7%
Value ($000) $19,278 Shares 491,403 Est. Cost $27.84 Unrealized +4.3%
AON Plc 5.2%
Value ($000) $17,637 Shares 176,941 Est. Cost $68.29 Unrealized
WFC Wells Fargo & Co New 4.8%
Value ($000) $16,203 Shares 288,103 Est. Cost $31.48 Unrealized +31.4%
MSCI MSCI Inc. 4.3%
Value ($000) $14,334 Shares 232,888 Est. Cost $32.34 Unrealized +70.6%
ORCL Oracle Corp 4.1%
Value ($000) $13,650 Shares 338,706 Est. Cost $32.05 Unrealized +15.5%
MSFT Microsoft Corp 3.9%
Value ($000) $13,267 Shares 300,508 Est. Cost $29.01 Unrealized +35.4%
WU Western Union Company 3.9%
Value ($000) $13,193 Shares 648,967 Est. Cost $16.75 Unrealized
VZ Verizon Communications Inc 3.8%
Value ($000) $12,705 Shares 272,586 Est. Cost $27.70 Unrealized +2.2%
21st Century Fox 3.6%
Value ($000) $12,259 Shares 376,669 Est. Cost $39.00 Unrealized
Express Scripts Hldg Co 2.9%
Value ($000) $9,641 Shares 108,401 Est. Cost $72.09 Unrealized
ELV Anthem Inc 2.7%
Value ($000) $9,088 Shares 55,367 Est. Cost $111.10 Unrealized +23.8%
SCHW Schwab Charles Corp New 2.5%
Value ($000) $8,457 Shares 259,007 Est. Cost $25.40 Unrealized +9.3%
BRK/A Berkshire Hathaway Inc Del 2.5%
Value ($000) $8,399 Shares 41 Est. Cost $165023.42 Unrealized +30.0%
Discovery Communication 2.1%
Value ($000) $7,117 Shares 228,992 Est. Cost $29.68 Unrealized
CVS CVS Caremark Corp 2.0%
Value ($000) $6,601 Shares 62,938 Est. Cost $53.39 Unrealized +40.9%
EBAY EBAY Inc 1.9%
Value ($000) $6,452 Shares 107,108 Est. Cost $20.35 Unrealized +9.1%
HSY The Hershey Co 1.8%
Value ($000) $6,157 Shares 69,311 Est. Cost $70.96 Unrealized +3.0%
BRK/B Berkshire Hathaway Inc Del 1.1%
Value ($000) $3,655 Shares 26,855 Est. Cost $110.34 Unrealized +29.3%
CSCO Cisco Systems Inc 0.9%
Value ($000) $3,077 Shares 112,043 Est. Cost $15.47 Unrealized +33.4%
BDX Becton Dickinson & Co 0.7%
Value ($000) $2,279 Shares 16,091 Est. Cost $78.11 Unrealized +50.3%
Google Inc 0.7%
Value ($000) $2,235 Shares 4,293 Est. Cost $548.40 Unrealized
JNJ Stryker Corp 0.6%
Value ($000) $1,870 Shares 19,191 Est. Cost $60.46 Unrealized +23.2%
EFX Equifax Inc 0.6%
Value ($000) $1,850 Shares 19,051 Est. Cost $53.47 Unrealized +64.8%
SYK Johnson & Johnson 0.4%
Value ($000) $1,503 Shares 15,731 Est. Cost $56.92 Unrealized +47.2%
USB U S Bancorp Del 0.3%
Value ($000) $1,051 Shares 24,213 Est. Cost $23.22 Unrealized +28.8%
Google Inc 0.3%
Value ($000) $956 Shares 1,770 Est. Cost $882.26 Unrealized
UPS United Parcel Service 0.3%
Value ($000) $925 Shares 9,546 Est. Cost $55.38 Unrealized +22.3%
BK Bank New York Mellon Corp 0.2%
Value ($000) $709 Shares 16,904 Est. Cost $21.28 Unrealized +53.5%
MKL Markel Corp 0.2%
Value ($000) $641 Shares 800 Est. Cost $523.59 Unrealized +48.5%
MFC Industrial Ltd. 0.2%
Value ($000) $510 Shares 125,880 Est. Cost $7.95 Unrealized
AXP American Express Company 0.1%
Value ($000) $486 Shares 6,250 Est. Cost $59.62 Unrealized +14.1%
TJX TJX COS INC NEW 0.1%
Value ($000) $463 Shares 7,000 Est. Cost $20.82 Unrealized +37.8%
Viacom Inc New 0.1%
Value ($000) $454 Shares 7,000 Est. Cost $68.42 Unrealized
CLX Clorox Co Del 0.1%
Value ($000) $291 Shares 2,800 Est. Cost $61.99 Unrealized +29.1%
Valeant Pharma Intl 0.1%
Value ($000) $235 Shares 1,059 Est. Cost $99.78 Unrealized
PFE Pfizer Incorporated 0.0%
Value ($000) $161 Shares 4,800 Est. Cost $16.46 Unrealized +26.2%
Viacom Inc New 0.0%
Value ($000) $150 Shares 2,325 Est. Cost $68.01 Unrealized
Torchmark Corp 0.0%
Value ($000) $131 Shares 2,250 Est. Cost $60.59 Unrealized
AZO Autozone Inc 0.0%
Value ($000) $104 Shares 156 Est. Cost $505.25 Unrealized +35.5%
Bard C R Incorporated 0.0%
Value ($000) $102 Shares 600 Est. Cost $108.62 Unrealized
BUD Anheuser-Busc Inbev SA/NV 0.0%
Value ($000) $95 Shares 788 Est. Cost $90.10 Unrealized
Leucadia National Corp 0.0%
Value ($000) $73 Shares 3,000 Est. Cost $25.97 Unrealized
SYY Sysco Corporation 0.0%
Value ($000) $72 Shares 2,000 Est. Cost $24.61 Unrealized +14.9%
V Visa Inc 0.0%
Value ($000) $59 Shares 876 Est. Cost $55.97 Unrealized +12.4%
PM Philip Morris Intl Inc 0.0%
Value ($000) $56 Shares 703 Est. Cost $49.38 Unrealized -2.2%
Liberty Media Corp 0.0%
Value ($000) $43 Shares 1,190 Est. Cost $47.06 Unrealized
BF/B Brown Forman Corp 0.0%
Value ($000) $39 Shares 393 Est. Cost $29.79 Unrealized +5.7%
HKHHF Heineken Holding 0.0%
Value ($000) $37 Shares 532 Est. Cost $49.54 Unrealized +17.0%
PDRDF Pernod Ricard 0.0%
Value ($000) $33 Shares 283 Est. Cost $117.99 Unrealized +3.3%
Twenty First Centy Fox Inc 0.0%
Value ($000) $32 Shares 979 Est. Cost $34.43 Unrealized
Discovery Communication 0.0%
Value ($000) $22 Shares 676 Est. Cost $76.92 Unrealized
Liberty Media Corp A 0.0%
Value ($000) $21 Shares 595 Est. Cost $146.22 Unrealized
LBRDK Liberty Broadband Corp 0.0%
Value ($000) $15 Shares 297 Est. Cost $46.10 Unrealized +8.2%
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 +8.0%
Avon Prods Inc 0.0%
Value ($000) $5 Shares 726 Est. Cost $15.15 Unrealized