Long-term investor
Ycg, LLC @ycgllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001584801).
Record
- Tracked since 2025-06-30 (445 days), 42 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year -10.6% · all -10.6%
- Max drawdown n/a · win rate 0% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- MA · 7.0% · long · since 2025-06-30
- MCO · 6.9% · long · since 2025-06-30
- FICO · 6.5% · long · since 2025-06-30
- CPRT · 6.2% · long · since 2025-06-30
- TDG · 5.4% · long · since 2025-12-31
- MSFT · 5.4% · long · since 2025-06-30
- MSCI · 5.1% · long · since 2025-06-30
- LIN · 4.3% · long · since 2025-12-31
- AON · 4.2% · long · since 2025-06-30
- VRSK · 4.0% · long · since 2025-06-30
- CME · 3.9% · long · since 2025-06-30
- WM · 3.8% · long · since 2025-06-30