YCG, LLC Long-Term Concentrated

Location: Austin, TX

CIK: 0001584801 · Show all filings

Period: Q2 2016 (← Previous) (Next →)

Filing Date: Aug 11, 2016

Total Value: $313M (100.0% shares, 0.0% debt)

Holdings (55)

CL Colgate Palmolive Co 10.5%
Value $32.78M Shares 447,886 Est. Cost $49.64 Unrealized +14.6%
PEP Pepsico Inc 9.5%
Value $29.6M Shares 279,396 Est. Cost $57.56 Unrealized +33.9%
AON Plc 7.0%
Value $21.95M Shares 200,996 Est. Cost $71.64 Unrealized
MA Mastercard Inc 6.7%
Value $21.04M Shares 238,901 Est. Cost $71.94 Unrealized +25.5%
WFC Wells Fargo & Co New 6.0%
Value $18.9M Shares 399,329 Est. Cost $33.02 Unrealized +12.7%
PG Procter & Gamble Co 6.0%
Value $18.79M Shares 221,880 Est. Cost $56.24 Unrealized +12.6%
Unilever N V 4.7%
Value $14.73M Shares 313,799 Est. Cost $40.63 Unrealized
MSCI MSCI Inc. 4.6%
Value $14.26M Shares 184,908 Est. Cost $32.34 Unrealized +110.9%
Twenty First Centy Fox Inc 3.9%
Value $12.31M Shares 454,956 Est. Cost $36.95 Unrealized
SCHW Schwab Charles Corp New 3.6%
Value $11.39M Shares 449,967 Est. Cost $25.14 Unrealized +0.1%
WU Western Un Co 3.4%
Value $10.69M Shares 557,447 Est. Cost $16.77 Unrealized
BRK/B Berkshire Hathaway Inc Del 3.4%
Value $10.66M Shares 73,627 Est. Cost $142.96 Unrealized 0.0%
Express Scripts Hldg Co 3.4%
Value $10.6M Shares 139,877 Est. Cost $72.13 Unrealized
HSY Hershey Co 3.1%
Value $9.649M Shares 85,022 Est. Cost $70.94 Unrealized +4.9%
MSFT Microsoft Corp 3.1%
Value $9.584M Shares 187,294 Est. Cost $29.20 Unrealized +57.5%
KO Coca Cola Co 2.8%
Value $8.694M Shares 191,785 Est. Cost $28.02 Unrealized +18.9%
Discovery Communications New 2.6%
Value $8.252M Shares 346,016 Est. Cost $27.89 Unrealized
VRSK Verisk Analytics Inc 2.6%
Value $8.143M Shares 100,433 Est. Cost $70.61 Unrealized +6.2%
ELV Anthem Inc 2.5%
Value $7.872M Shares 59,933 Est. Cost $111.81 Unrealized +7.2%
CVS CVS Health Corp 1.9%
Value $6.049M Shares 63,179 Est. Cost $53.66 Unrealized +38.9%
NKE Nike Inc 1.9%
Value $5.863M Shares 106,208 Est. Cost $51.89 Unrealized -3.0%
BRK/A Berkshire Hathaway Inc Del 1.5%
Value $4.556M Shares 21 Est. Cost $165023.42 Unrealized +30.0%
DIS Disney Walt Co 1.2%
Value $3.876M Shares 39,622 Est. Cost $89.27 Unrealized +3.3%
EFX Equifax Inc 0.8%
Value $2.411M Shares 18,775 Est. Cost $53.47 Unrealized +107.0%
JNJ Johnson & Johnson 0.7%
Value $2.072M Shares 17,082 Est. Cost $60.46 Unrealized +44.0%
BDX Becton Dickinson & Co 0.7%
Value $2.06M Shares 12,147 Est. Cost $78.11 Unrealized +77.1%
SYK Stryker Corp 0.5%
Value $1.496M Shares 12,481 Est. Cost $56.92 Unrealized +76.3%
MKL Markel Corp 0.2%
Value $762K Shares 800 Est. Cost $523.59 Unrealized +77.9%
Priceline Group Inc. 0.2%
Value $617K Shares 494 Est. Cost $1248.99 Unrealized
TJX TJX COS INC NEW 0.2%
Value $541K Shares 7,000 Est. Cost $20.82 Unrealized +60.2%
CLX Clorox Co Del 0.1%
Value $387K Shares 2,800 Est. Cost $61.99 Unrealized +59.2%
USB U S Bancorp Del 0.1%
Value $345K Shares 8,552 Est. Cost $23.22 Unrealized +25.6%
Viacom Inc New 0.1%
Value $279K Shares 6,000 Est. Cost $68.42 Unrealized
MFC Bancorp LTD 0.1%
Value $269K Shares 122,980 Est. Cost $7.95 Unrealized
BK Bank New York Mellon Corp 0.1%
Value $254K Shares 6,550 Est. Cost $21.28 Unrealized +45.7%
PFE Pfizer Incorporated 0.1%
Value $169K Shares 4,800 Est. Cost $16.46 Unrealized +27.9%
Torchmark Corp 0.0%
Value $139K Shares 2,250 Est. Cost $60.59 Unrealized
AZO Autozone Inc 0.0%
Value $112K Shares 141 Est. Cost $505.25 Unrealized +52.5%
BUD Anheuser-Busch Inbev SA/NV 0.0%
Value $104K Shares 788 Est. Cost $90.10 Unrealized
ORCL Oracle Corp 0.0%
Value $65,000 Shares 1,600 Est. Cost $32.05 Unrealized +7.9%
V Visa Inc 0.0%
Value $65,000 Shares 876 Est. Cost $55.97 Unrealized +30.8%
BF/B Brown Forman Corp 0.0%
Value $56,000 Shares 565 Est. Cost $30.57 Unrealized +6.4%
Viacom Inc New 0.0%
Value $44,000 Shares 1,068 Est. Cost $68.01 Unrealized
DEO Diageo Plc New ADR 0.0%
Value $39,000 Shares 342 Est. Cost $112.82 Unrealized
JPM JPMorgan Chase & Co 0.0%
Value $29,000 Shares 463 Est. Cost $49.62 Unrealized -2.6%
General Electric Co 0.0%
Value $27,000 Shares 845 Est. Cost $31.95 Unrealized
Twenty First Centy Fox Inc 0.0%
Value $27,000 Shares 979 Est. Cost $34.43 Unrealized
Leucadia National Corp 0.0%
Value $26,000 Shares 1,500 Est. Cost $25.97 Unrealized
AMAT Applied Materials Inc 0.0%
Value $23,000 Shares 941 Est. Cost $19.78 Unrealized 0.0%
Discovery Communication 0.0%
Value $17,000 Shares 676 Est. Cost $76.92 Unrealized
AAPL Apple Inc 0.0%
Value $13,000 Shares 135 Est. Cost $22.62 Unrealized 0.0%
HBAN Huntington Bancshares Inc 0.0%
Value $5,000 Shares 547 Est. Cost $7.32 Unrealized -10.2%
VZ Verizon Communications Inc 0.0%
Value $4,000 Shares 68 Est. Cost $27.59 Unrealized +14.1%
GOOG Alphabet Inc 0.0%
Value $4,000 Shares 6 Est. Cost $35.61 Unrealized +0.1%
Avon Prods Inc 0.0%
Value $3,000 Shares 726 Est. Cost $15.15 Unrealized