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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
Page 2 of 2  ·  21 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TSLA TESLA INC Consumer Cyclical 628.0 $233K 0.03% NEW $371.75 +12.2%
Page 2 of 2  ·  21 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%