13F Insight
DOSSIER · 13F-HR · Q1 2026

YCG, LLC

$1.1B in tracked AUM across 42 positions as of Q1 2026.

YL
CIK 0001584801 · last filed Mar 31, 2026
Total AUM
$1.1B
as of Q1 2026
Holdings
42
—
positions
Whale Score
64
64
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

YCG, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
MA
MASTERCARD INCORPORATED
$78M156K7.1%02
MCO
MOODYS CORP
$76M175K6.9%03
MSFT
MICROSOFT CORP
$61M165K5.5%04
CPRT
COPART INC
$58M1.8M5.3%05
MSCI
MSCI INC
$58M107K5.2%06
FICO
FAIR ISAAC CORP
$52M49K4.7%07
WM
WASTE MGMT INC DEL
$51M221K4.6%08
G0403H108
AON PLC
$47M147K4.3%09
G54950103
LINDE PLC
$43M88K3.9%10
RSG
REPUBLIC SVCS INC
$43M194K3.8%

Filing history

2026Q1Mar 31
$1.1B▼ 16.6%
42 positionsView →2025Q4Dec 31
$1.3B▼ 0.5%
44 positionsView →2025Q3Sep 30
$1.3B▲ 2.9%
37 positionsView →2025Q2Jun 30
$1.3B▲ 1.3%
36 positionsLocked2025Q1Mar 31
$1.3B▲ 1.5%
38 positionsLocked2024Q4Dec 31
$1.3B▼ 2.9%
38 positionsLocked2024Q3Sep 30
$1.3B▲ 5.6%
37 positionsLocked2024Q2Jun 30
$1.2B▼ 2.5%
38 positionsLocked2024Q1Mar 31
$1.3B▲ 4.1%
38 positionsLocked2023Q4Dec 31
$1.2B▲ 11.5%
40 positionsLocked2023Q3Sep 30
$1.1B▼ 3.4%
40 positionsLocked2023Q2Jun 30
$1.1B▲ 9.7%
40 positionsLocked
Showing 12 of 49