Portfolio (Quarterly) Guide ↗

GFI Investment Counsel Ltd.

· CIK 0001688774

13F Portfolio $731M AUM 24 positions Filed May 14, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 21 New 2 Added 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	RY	ROYAL BANK CDA	Financial Services	1,345	$229K	26.03%	SOLD

Sector Allocation

Financial Services 39.9%

Industrials 27.7%

Consumer Cyclical 15.8%

Technology 9.3%

Basic Materials 6.6%

Communication Services 0.4%

Real Estate 0.3%

Consumer Defensive 0.0%