YCG, LLC Long-Term Concentrated

CIK: 0001584801 · Show all filings

Period: Q4 2015 (← Previous) (Next →)

Filing Date: Feb 12, 2016

Total Value ($000): $359,326 (100.0% shares, 0.0% debt)

Holdings (65)

PG Procter & Gamble Co 8.3%
Value ($000) $29,952 Shares 377,182 Est. Cost $56.24 Unrealized +3.0%
CL Colgate Palmolive Co 8.0%
Value ($000) $28,847 Shares 433,015 Est. Cost $49.50 Unrealized +6.1%
PEP Pepsico Inc 7.5%
Value ($000) $26,790 Shares 268,114 Est. Cost $57.01 Unrealized +28.9%
MA Mastercard Inc 6.1%
Value ($000) $21,946 Shares 225,410 Est. Cost $71.20 Unrealized +29.5%
NSRGY Nestle 5.6%
Value ($000) $20,159 Shares 270,875 Est. Cost $74.42 Unrealized
AON Plc 4.9%
Value ($000) $17,474 Shares 189,506 Est. Cost $69.48 Unrealized
MSCI MSCI Inc. 4.7%
Value ($000) $16,873 Shares 233,918 Est. Cost $32.34 Unrealized +85.2%
Unilever PLC 4.6%
Value ($000) $16,393 Shares 378,426 Est. Cost $39.72 Unrealized
MSFT Microsoft Corp 4.6%
Value ($000) $16,384 Shares 295,322 Est. Cost $29.20 Unrealized +57.3%
WFC Wells Fargo & Co New 4.4%
Value ($000) $15,798 Shares 290,609 Est. Cost $31.48 Unrealized +29.7%
VZ Verizon Communications Inc 4.2%
Value ($000) $15,079 Shares 326,240 Est. Cost $27.59 Unrealized -2.4%
ORCL Oracle Corp 3.4%
Value ($000) $12,227 Shares 334,702 Est. Cost $32.05 Unrealized +2.4%
Twenty First Centy Fox Inc 3.4%
Value ($000) $12,039 Shares 443,258 Est. Cost $37.20 Unrealized
WU Western Un Co 3.3%
Value ($000) $11,795 Shares 658,590 Est. Cost $16.77 Unrealized
KO Coca Cola Co 3.2%
Value ($000) $11,403 Shares 265,430 Est. Cost $27.84 Unrealized +10.8%
SCHW Schwab Charles Corp New 2.9%
Value ($000) $10,303 Shares 312,880 Est. Cost $25.87 Unrealized +7.8%
Express Scripts Hldg Co 2.8%
Value ($000) $10,076 Shares 115,268 Est. Cost $72.89 Unrealized
HSY Hershey Co 2.7%
Value ($000) $9,571 Shares 107,216 Est. Cost $70.96 Unrealized -0.8%
Discovery Communicans New 2.4%
Value ($000) $8,674 Shares 343,943 Est. Cost $27.90 Unrealized
ELV Anthem Inc 2.3%
Value ($000) $8,096 Shares 58,059 Est. Cost $111.44 Unrealized +7.3%
Berkshire Hathaway Inc Del 1.9%
Value ($000) $6,807 Shares 51,553 Est. Cost $132.04 Unrealized
CFRUY Compagnie Financiere Richemont 1.8%
Value ($000) $6,306 Shares 885,665 Est. Cost $7.12 Unrealized
CVS CVS Health Corp 1.7%
Value ($000) $6,187 Shares 63,286 Est. Cost $53.39 Unrealized +36.0%
BRK/A Berkshire Hathaway Inc Del 1.3%
Value ($000) $4,549 Shares 23 Est. Cost $165023.42 Unrealized +22.0%
CSCO Cisco Sys Inc 0.6%
Value ($000) $2,282 Shares 84,044 Est. Cost $15.47 Unrealized +30.4%
EFX Equifax Inc 0.6%
Value ($000) $2,091 Shares 18,775 Est. Cost $53.47 Unrealized +83.5%
BDX Becton Dickinson & Co 0.6%
Value ($000) $2,060 Shares 13,372 Est. Cost $78.11 Unrealized +58.0%
JNJ Stryker Corp 0.5%
Value ($000) $1,749 Shares 17,025 Est. Cost $60.46 Unrealized +25.6%
SYK Johnson & Johnson 0.3%
Value ($000) $1,247 Shares 13,418 Est. Cost $56.92 Unrealized +49.7%
VRSK Verisk Analytics Inc 0.3%
Value ($000) $1,069 Shares 13,910 Est. Cost $72.59 Unrealized 0.0%
MKL Markel Corp 0.2%
Value ($000) $707 Shares 800 Est. Cost $523.59 Unrealized +66.2%
TJX TJX COS INC NEW 0.1%
Value ($000) $496 Shares 7,000 Est. Cost $20.82 Unrealized +48.4%
GOOG Alphabet Inc 0.1%
Value ($000) $464 Shares 612 Est. Cost $35.61 Unrealized 0.0%
USB U S Bancorp Del 0.1%
Value ($000) $365 Shares 8,552 Est. Cost $23.22 Unrealized +27.4%
CLX Clorox Co Del 0.1%
Value ($000) $355 Shares 2,800 Est. Cost $61.99 Unrealized +50.5%
Viacom Inc New 0.1%
Value ($000) $308 Shares 7,000 Est. Cost $68.42 Unrealized
EBAY EBAY Inc 0.1%
Value ($000) $289 Shares 10,500 Est. Cost $20.35 Unrealized +20.8%
BK Bank New York Mellon Corp 0.1%
Value ($000) $270 Shares 6,550 Est. Cost $21.28 Unrealized +52.6%
MFC Industrial Ltd. 0.1%
Value ($000) $240 Shares 122,980 Est. Cost $7.95 Unrealized
PYPL PayPal Hldgs Inc 0.1%
Value ($000) $221 Shares 6,100 Est. Cost $35.85 Unrealized -1.8%
AXP American Express Co 0.1%
Value ($000) $191 Shares 2,750 Est. Cost $59.62 Unrealized +5.5%
PFE Pfizer Incorporated 0.0%
Value ($000) $155 Shares 4,800 Est. Cost $16.46 Unrealized +23.8%
Torchmark Corp 0.0%
Value ($000) $129 Shares 2,250 Est. Cost $60.59 Unrealized
AZO Autozone Inc 0.0%
Value ($000) $111 Shares 149 Est. Cost $505.25 Unrealized +51.0%
BUD Anheuser-Busc Inbev SA/NV 0.0%
Value ($000) $99 Shares 788 Est. Cost $90.10 Unrealized
DIS Disney Walt Co 0.0%
Value ($000) $93 Shares 881 Est. Cost $99.80 Unrealized +2.4%
NKE Nike Inc 0.0%
Value ($000) $79 Shares 1,260 Est. Cost $56.67 Unrealized 0.0%
V Visa Inc 0.0%
Value ($000) $68 Shares 876 Est. Cost $55.97 Unrealized +28.9%
PDRDF Pernod Ricard 0.0%
Value ($000) $55 Shares 478 Est. Cost $116.05 Unrealized -2.4%
Liberty Media Corp 0.0%
Value ($000) $45 Shares 1,190 Est. Cost $47.06 Unrealized
Viacom Inc New 0.0%
Value ($000) $44 Shares 1,068 Est. Cost $68.01 Unrealized
HKHHF Heineken Holding 0.0%
Value ($000) $41 Shares 532 Est. Cost $49.54 Unrealized +29.5%
BF/B Brown Forman Corp 0.0%
Value ($000) $39 Shares 393 Est. Cost $29.79 Unrealized +16.9%
PM Philip Morris Intl Inc 0.0%
Value ($000) $39 Shares 438 Est. Cost $49.38 Unrealized +5.9%
DEO Diageo Plc New ADR 0.0%
Value ($000) $37 Shares 342 Est. Cost $112.82 Unrealized
JPM JPMorgan Chase & Co 0.0%
Value ($000) $31 Shares 463 Est. Cost $49.62 Unrealized +0.1%
Twenty First Centy Fox Inc 0.0%
Value ($000) $27 Shares 979 Est. Cost $34.43 Unrealized
Leucadia National Corp 0.0%
Value ($000) $26 Shares 1,500 Est. Cost $25.97 Unrealized
Liberty Media Corp A 0.0%
Value ($000) $23 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 +7.7%
LBRDA Liberty Broadband Corp 0.0%
Value ($000) $8 Shares 148 Est. Cost $46.22 Unrealized +7.8%
HBAN Huntington Bancshares Inc 0.0%
Value ($000) $6 Shares 547 Est. Cost $7.32 Unrealized +0.7%
Fitbit Inc 0.0%
Value ($000) $3 Shares 100 Est. Cost $30.00 Unrealized
Avon Prods Inc 0.0%
Value ($000) $3 Shares 726 Est. Cost $15.15 Unrealized