Portfolio (Quarterly) Guide ↗

GFI Investment Counsel Ltd.

· CIK 0001688774

13F Portfolio $737M AUM 30 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 7 New 3 Added 16 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	PSLV	SPROTT ASSET MANAGEMENT LP	Financial Services	8,520	$208K	0.03%	SOLD

Sector Allocation

Financial Services 45.9%

Industrials 18.5%

Consumer Cyclical 15.8%

Technology 11.5%

Basic Materials 6.9%

Communication Services 1.0%

Real Estate 0.3%

Consumer Defensive 0.0%