YCG, LLC Long-Term Concentrated

CIK: 0001584801 · Show all filings

Period: Q1 2016 (← Previous) (Next →)

Filing Date: May 4, 2016

Total Value ($000): $317,288 (100.0% shares, 0.0% debt)

Holdings (55)

CL Colgate Palmolive Co 10.1%
Value ($000) $31,935 Shares 452,010 Est. Cost $49.64 Unrealized +6.5%
PEP Pepsico Inc 9.0%
Value ($000) $28,442 Shares 277,540 Est. Cost $57.56 Unrealized +27.3%
PG Procter & Gamble Co 7.9%
Value ($000) $25,201 Shares 306,170 Est. Cost $56.24 Unrealized +9.6%
MA Mastercard Inc 7.1%
Value ($000) $22,671 Shares 239,905 Est. Cost $71.94 Unrealized +16.0%
AON Plc 6.6%
Value ($000) $21,095 Shares 201,964 Est. Cost $71.64 Unrealized
WFC Wells Fargo & Co New 5.6%
Value ($000) $17,722 Shares 366,453 Est. Cost $32.65 Unrealized +13.7%
MSCI MSCI Inc. 4.4%
Value ($000) $13,810 Shares 186,417 Est. Cost $32.34 Unrealized +92.1%
WU Western Un Co 4.0%
Value ($000) $12,827 Shares 664,931 Est. Cost $16.77 Unrealized
Twenty First Centy Fox Inc 4.0%
Value ($000) $12,700 Shares 455,508 Est. Cost $36.95 Unrealized
SCHW Schwab Charles Corp New 3.9%
Value ($000) $12,268 Shares 437,839 Est. Cost $25.14 Unrealized -7.3%
Unilever PLC 3.9%
Value ($000) $12,254 Shares 274,259 Est. Cost $39.72 Unrealized
Berkshire Hathaway Inc Del 3.3%
Value ($000) $10,613 Shares 74,804 Est. Cost $135.10 Unrealized
MSFT Microsoft Corp 3.3%
Value ($000) $10,472 Shares 189,616 Est. Cost $29.20 Unrealized +57.8%
HSY Hershey Co 3.2%
Value ($000) $10,288 Shares 111,721 Est. Cost $70.94 Unrealized -0.6%
Express Scripts Hldg Co 3.0%
Value ($000) $9,675 Shares 140,847 Est. Cost $72.13 Unrealized
Discovery Communicans New 3.0%
Value ($000) $9,388 Shares 347,702 Est. Cost $27.89 Unrealized
KO Coca Cola Co 2.7%
Value ($000) $8,599 Shares 185,362 Est. Cost $27.84 Unrealized +14.4%
ELV Anthem Inc 2.5%
Value ($000) $7,966 Shares 57,313 Est. Cost $111.44 Unrealized +4.6%
VRSK Verisk Analytics Inc 2.3%
Value ($000) $7,370 Shares 92,221 Est. Cost $70.22 Unrealized -0.6%
CVS CVS Health Corp 2.1%
Value ($000) $6,658 Shares 64,184 Est. Cost $53.66 Unrealized +34.9%
BRK/A Berkshire Hathaway Inc Del 1.4%
Value ($000) $4,482 Shares 21 Est. Cost $165023.42 Unrealized +20.9%
DIS Disney Walt Co 1.2%
Value ($000) $3,879 Shares 39,062 Est. Cost $89.23 Unrealized -0.3%
NKE Nike Inc 1.1%
Value ($000) $3,480 Shares 56,613 Est. Cost $53.28 Unrealized -0.1%
EFX Equifax Inc 0.7%
Value ($000) $2,146 Shares 18,775 Est. Cost $53.47 Unrealized +79.2%
ORCL Oracle Corp 0.6%
Value ($000) $1,971 Shares 48,174 Est. Cost $32.05 Unrealized -0.3%
BDX Becton Dickinson & Co 0.6%
Value ($000) $1,844 Shares 12,147 Est. Cost $78.11 Unrealized +56.5%
JNJ Johnson & Johnson 0.6%
Value ($000) $1,842 Shares 17,025 Est. Cost $60.46 Unrealized +30.3%
SYK Stryker Corp 0.5%
Value ($000) $1,440 Shares 13,418 Est. Cost $56.92 Unrealized +54.9%
MKL Markel Corp 0.2%
Value ($000) $713 Shares 800 Est. Cost $523.59 Unrealized +64.2%
CSCO Cisco Sys Inc 0.2%
Value ($000) $683 Shares 23,979 Est. Cost $15.47 Unrealized +22.5%
TJX TJX COS INC NEW 0.2%
Value ($000) $548 Shares 7,000 Est. Cost $20.82 Unrealized +51.8%
CLX Clorox Co Del 0.1%
Value ($000) $353 Shares 2,800 Est. Cost $61.99 Unrealized +55.0%
USB U S Bancorp Del 0.1%
Value ($000) $347 Shares 8,552 Est. Cost $23.22 Unrealized +19.7%
Viacom Inc New 0.1%
Value ($000) $272 Shares 6,000 Est. Cost $68.42 Unrealized
MFC Industrial Ltd. 0.1%
Value ($000) $244 Shares 122,980 Est. Cost $7.95 Unrealized
BK Bank New York Mellon Corp 0.1%
Value ($000) $241 Shares 6,550 Est. Cost $21.28 Unrealized +32.3%
PFE Pfizer Incorporated 0.0%
Value ($000) $142 Shares 4,800 Est. Cost $16.46 Unrealized +13.5%
Torchmark Corp 0.0%
Value ($000) $122 Shares 2,250 Est. Cost $60.59 Unrealized
AZO Autozone Inc 0.0%
Value ($000) $112 Shares 141 Est. Cost $505.25 Unrealized +49.7%
BUD Anheuser-Busc Inbev SA/NV 0.0%
Value ($000) $98 Shares 788 Est. Cost $90.10 Unrealized
V Visa Inc 0.0%
Value ($000) $67 Shares 876 Est. Cost $55.97 Unrealized +21.2%
BF/B Brown Forman Corp 0.0%
Value ($000) $56 Shares 565 Est. Cost $30.57 Unrealized +5.9%
Viacom Inc New 0.0%
Value ($000) $44 Shares 1,068 Est. Cost $68.01 Unrealized
DEO Diageo Plc New ADR 0.0%
Value ($000) $37 Shares 342 Est. Cost $112.82 Unrealized
Liberty Media Corp 0.0%
Value ($000) $31 Shares 815 Est. Cost $47.06 Unrealized
Twenty First Centy Fox Inc 0.0%
Value ($000) $28 Shares 979 Est. Cost $34.43 Unrealized
JPM JPMorgan Chase & Co 0.0%
Value ($000) $27 Shares 463 Est. Cost $49.62 Unrealized -9.6%
Leucadia National Corp 0.0%
Value ($000) $24 Shares 1,500 Est. Cost $25.97 Unrealized
Discovery Communication 0.0%
Value ($000) $19 Shares 676 Est. Cost $76.92 Unrealized
LBRDK Liberty Broadband Corp 0.0%
Value ($000) $17 Shares 297 Est. Cost $46.10 Unrealized +2.1%
LBRDA Liberty Broadband Corp 0.0%
Value ($000) $9 Shares 148 Est. Cost $46.22 Unrealized +2.3%
HBAN Huntington Bancshares Inc 0.0%
Value ($000) $5 Shares 547 Est. Cost $7.32 Unrealized -16.3%
GOOG Alphabet Inc 0.0%
Value ($000) $4 Shares 6 Est. Cost $35.61 Unrealized -0.2%
VZ Verizon Communications Inc 0.0%
Value ($000) $4 Shares 68 Est. Cost $27.59 Unrealized +8.9%
Avon Prods Inc 0.0%
Value ($000) $3 Shares 726 Est. Cost $15.15 Unrealized