YCG, LLC Long-Term Concentrated

CIK: 0001584801 · Show all filings

Period: Q3 2015 (← Previous) (Next →)

Filing Date: Nov 6, 2015

Total Value ($000): $330,398 (100.0% shares, 0.0% debt)

Holdings (62)

PG Procter & Gamble Co 8.6%
Value ($000) $28,457 Shares 395,572 Est. Cost $56.24 Unrealized +0.2%
CL Colgate Palmolive Co 8.2%
Value ($000) $26,985 Shares 425,227 Est. Cost $49.45 Unrealized +3.8%
PEP Pepsico Inc 7.7%
Value ($000) $25,283 Shares 268,117 Est. Cost $57.01 Unrealized +21.9%
Unilever PLC 7.0%
Value ($000) $23,204 Shares 577,225 Est. Cost $39.72 Unrealized
MA Mastercard Inc 6.2%
Value ($000) $20,325 Shares 225,538 Est. Cost $71.20 Unrealized +24.0%
KO Coca Cola Co 5.8%
Value ($000) $19,102 Shares 476,129 Est. Cost $27.84 Unrealized +3.6%
AON Plc 5.0%
Value ($000) $16,659 Shares 188,000 Est. Cost $69.48 Unrealized
WFC Wells Fargo & Co New 4.5%
Value ($000) $14,786 Shares 287,950 Est. Cost $31.48 Unrealized +30.5%
MSCI MSCI Inc. 4.2%
Value ($000) $13,931 Shares 234,293 Est. Cost $32.34 Unrealized +73.8%
VZ Verizon Communications Inc 4.2%
Value ($000) $13,916 Shares 319,838 Est. Cost $27.60 Unrealized -2.1%
MSFT Microsoft Corp 4.1%
Value ($000) $13,552 Shares 306,194 Est. Cost $29.20 Unrealized +33.3%
ORCL Oracle Corp 3.7%
Value ($000) $12,352 Shares 341,980 Est. Cost $32.05 Unrealized +2.7%
WU Western Un Co 3.7%
Value ($000) $12,085 Shares 658,231 Est. Cost $16.77 Unrealized
Twenty First Centy Fox Inc 3.5%
Value ($000) $11,548 Shares 428,026 Est. Cost $37.55 Unrealized
HSY Hershey Co 2.9%
Value ($000) $9,517 Shares 103,583 Est. Cost $70.98 Unrealized +0.1%
Express Scripts Hldg Co 2.7%
Value ($000) $8,939 Shares 110,418 Est. Cost $72.25 Unrealized
SCHW Schwab Charles Corp New 2.6%
Value ($000) $8,590 Shares 300,761 Est. Cost $25.79 Unrealized +9.5%
Discovery Communicans New 2.5%
Value ($000) $8,144 Shares 335,287 Est. Cost $27.97 Unrealized
ELV Anthem Inc 2.4%
Value ($000) $7,804 Shares 55,741 Est. Cost $111.10 Unrealized +16.9%
BRK/A Berkshire Hathaway Inc Del 2.3%
Value ($000) $7,614 Shares 39 Est. Cost $165023.42 Unrealized +24.8%
CVS CVS Health Corp 1.8%
Value ($000) $6,101 Shares 63,232 Est. Cost $53.39 Unrealized +45.7%
BRK/B Berkshire Hathaway Inc Del 1.1%
Value ($000) $3,789 Shares 29,053 Est. Cost $112.35 Unrealized +21.9%
Google Inc 0.7%
Value ($000) $2,308 Shares 3,793 Est. Cost $548.40 Unrealized
CSCO Cisco Sys Inc 0.7%
Value ($000) $2,238 Shares 85,239 Est. Cost $15.47 Unrealized +26.6%
BDX Becton Dickinson & Co 0.6%
Value ($000) $1,871 Shares 14,100 Est. Cost $78.11 Unrealized +52.7%
EFX Equifax Inc 0.6%
Value ($000) $1,825 Shares 18,775 Est. Cost $53.47 Unrealized +68.3%
JNJ Stryker Corp 0.5%
Value ($000) $1,636 Shares 17,525 Est. Cost $60.46 Unrealized +19.9%
SYK Johnson & Johnson 0.4%
Value ($000) $1,352 Shares 14,373 Est. Cost $56.92 Unrealized +54.4%
Google Inc 0.2%
Value ($000) $818 Shares 1,282 Est. Cost $882.26 Unrealized
PYPL PayPal Hldgs Inc 0.2%
Value ($000) $658 Shares 21,192 Est. Cost $35.85 Unrealized 0.0%
MKL Markel Corp 0.2%
Value ($000) $641 Shares 800 Est. Cost $523.59 Unrealized +61.6%
EBAY EBAY Inc 0.2%
Value ($000) $518 Shares 21,192 Est. Cost $20.35 Unrealized +17.6%
TJX TJX COS INC NEW 0.2%
Value ($000) $500 Shares 7,000 Est. Cost $20.82 Unrealized +45.8%
USB U S Bancorp Del 0.1%
Value ($000) $473 Shares 11,544 Est. Cost $23.22 Unrealized +28.3%
AXP American Express Co 0.1%
Value ($000) $352 Shares 4,750 Est. Cost $59.62 Unrealized +11.1%
MFC Industrial Ltd. 0.1%
Value ($000) $352 Shares 122,980 Est. Cost $7.95 Unrealized
CLX Clorox Co Del 0.1%
Value ($000) $323 Shares 2,800 Est. Cost $61.99 Unrealized +35.3%
Viacom Inc New 0.1%
Value ($000) $310 Shares 7,000 Est. Cost $68.42 Unrealized
BK Bank New York Mellon Corp 0.1%
Value ($000) $294 Shares 7,500 Est. Cost $21.28 Unrealized +50.3%
Valeant Pharma Intl 0.1%
Value ($000) $176 Shares 984 Est. Cost $99.78 Unrealized
PFE Pfizer Incorporated 0.0%
Value ($000) $151 Shares 4,800 Est. Cost $16.46 Unrealized +25.2%
Torchmark Corp 0.0%
Value ($000) $127 Shares 2,250 Est. Cost $60.59 Unrealized
AZO Autozone Inc 0.0%
Value ($000) $113 Shares 156 Est. Cost $505.25 Unrealized +40.2%
DIS Disney Walt Co 0.0%
Value ($000) $87 Shares 855 Est. Cost $99.73 Unrealized 0.0%
BUD Anheuser-Busc Inbev SA/NV 0.0%
Value ($000) $84 Shares 788 Est. Cost $90.10 Unrealized
Viacom Inc New 0.0%
Value ($000) $78 Shares 1,818 Est. Cost $68.01 Unrealized
V Visa Inc 0.0%
Value ($000) $61 Shares 876 Est. Cost $55.97 Unrealized +18.6%
PM Philip Morris Intl Inc 0.0%
Value ($000) $56 Shares 703 Est. Cost $49.38 Unrealized -1.0%
Liberty Media Corp 0.0%
Value ($000) $41 Shares 1,190 Est. Cost $47.06 Unrealized
BF/B Brown Forman Corp 0.0%
Value ($000) $38 Shares 393 Est. Cost $29.79 Unrealized +13.8%
HKHHF Heineken Holding 0.0%
Value ($000) $38 Shares 532 Est. Cost $49.54 Unrealized +17.8%
Leucadia National Corp 0.0%
Value ($000) $30 Shares 1,500 Est. Cost $25.97 Unrealized
PDRDF Pernod Ricard 0.0%
Value ($000) $28 Shares 283 Est. Cost $117.99 Unrealized -5.5%
JPM JPMorgan Chase & Co 0.0%
Value ($000) $28 Shares 463 Est. Cost $49.62 Unrealized 0.0%
Twenty First Centy Fox Inc 0.0%
Value ($000) $27 Shares 979 Est. Cost $34.43 Unrealized
Liberty Media Corp A 0.0%
Value ($000) $21 Shares 595 Est. Cost $146.22 Unrealized
Discovery Communication 0.0%
Value ($000) $18 Shares 676 Est. Cost $76.92 Unrealized
LBRDK Liberty Broadband Corp 0.0%
Value ($000) $15 Shares 297 Est. Cost $46.10 Unrealized +8.4%
DEO Diageo Plc New ADR 0.0%
Value ($000) $13 Shares 124 Est. Cost $120.97 Unrealized
LBRDA Liberty Broadband Corp 0.0%
Value ($000) $8 Shares 148 Est. Cost $46.22 Unrealized +9.6%
HBAN Huntington Bancshares Inc 0.0%
Value ($000) $6 Shares 547 Est. Cost $7.32 Unrealized 0.0%
Avon Prods Inc 0.0%
Value ($000) $2 Shares 726 Est. Cost $15.15 Unrealized