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YCG, LLC

Q4 2025 13F Holdings

  • Location
    austin, TX
  • Num holdings

    44

  • Value ($000)

    $1,325,450

  • Date Filed
    02/11/2026
  • Form type
    13F-HR
  • CIK
    0001584801
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
M
MCO

MOODYS CORP

COM
615369105
$92.47M
7 %

181,005

M
MA

MASTERCARD INCORPORATED

CL A
57636Q104
$91.93M
7 %

161,036

M
MSFT

MICROSOFT CORP

COM
594918104
$84.1M
6 %

173,891

F
FICO

FAIR ISAAC CORP

COM
303250104
$71.32M
5 %

42,187

G
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$63.98M
5 %

203,895

M
MSCI

MSCI INC

COM
55354G100
$63.27M
5 %

110,286

C
CPRT

COPART INC

COM
217204106
$57.95M
4 %

1,480,257

W
WM

WASTE MGMT INC DEL

COM
94106L109
$53.95M
4 %

245,540

A
AON

AON PLC

SHS CL A
G0403H108
$53.44M
4 %

151,443

A
AMZN

AMAZON COM INC

COM
023135106
$45.71M
3 %

198,050

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