Burgundy Asset Management Ltd. Portfolio
About Burgundy Asset Management Ltd.
Burgundy Asset Management Ltd. is a Investment Manager managing $10.60B in 13F-reportable assets. The portfolio below reflects the Q3 2025 SEC Form 13F filing.
The information on this page is for informational purposes only and does not constitute investment advice, financial advice, or any recommendation. Billiver does not recommend buying, selling, or holding any security. Past performance is not indicative of future results.
Data may be delayed and accuracy is not guaranteed. All investment decisions are solely your responsibility. Verify information independently and consult a qualified financial advisor before investing. About · Methodology
Source: SEC EDGAR Form 13F. Data may be 45+ days delayed from actual trading activity. 13F filings only cover long positions in US-listed equities and do not include short positions, derivatives, non-US securities, or fixed income holdings.
Sector Distribution
Portfolio Holdings
56 of 100 linked to profiles
Showing top 100 of 109 total holdings, sorted by value.
| # | Company | Value | % Port |
|---|---|---|---|
| 1 | PRI | $356.9M | 3.37% |
| 2 | WTW | $286.8M | 2.71% |
| 3 | EME | $275.3M | 2.60% |
| 4 | OPLN | $245.2M | 2.31% |
| 5 | HLI | $243.0M | 2.29% |
| 6 | GOOGL | $238.0M | 2.25% |
| 7 | MSFT | $230.1M | 2.17% |
| 8 | GNTX | $221.9M | 2.09% |
| 9 | WH | $212.6M | 2.01% |
| 10 | MDT | $202.7M | 1.91% |
| 11 | JNJ | $201.4M | 1.90% |
| 12 | COR | $174.9M | 1.65% |
| 13 | ROST | $172.2M | 1.63% |
| 14 | EA | $167.4M | 1.58% |
| 15 | CME | $153.3M | 1.45% |
| 16 | AMH | $152.6M | 1.44% |
| 17 | AMZN | $152.3M | 1.44% |
| 18 | HSIC | $151.0M | 1.43% |
| 19 | CBZ | $149.4M | 1.41% |
| 20 | KVUE | $145.6M | 1.37% |
| 21 | NYT | $141.0M | 1.33% |
| 22 | WAB | $139.1M | 1.31% |
| 23 | MA | $119.4M | 1.13% |
| 24 | RCI | $119.3M | 1.13% |
| 25 | EEFT | $112.9M | 1.07% |
| 26 | HLMN | $110.3M | 1.04% |
| 27 | NKE | $105.5M | 1.00% |
| 28 | ORCL | $104.7M | 0.99% |
| 29 | STN | $93.2M | 0.88% |
| 30 | IAC | $91.6M | 0.86% |
| 31 | GGG | $84.3M | 0.80% |
| 32 | GIB | $77.6M | 0.73% |
| 33 | CABO | $76.2M | 0.72% |
| 34 | CARR | $76.0M | 0.72% |
| 35 | SKY | $63.7M | 0.60% |
| 36 | SYY | $60.7M | 0.57% |
| 37 | DHI | $59.4M | 0.56% |
| 38 | DLTR | $49.4M | 0.47% |
| 39 | DHR | $48.7M | 0.46% |
| 40 | AZO | $47.5M | 0.45% |
| 41 | WCN | $41.4M | 0.39% |
| 42 | LH | $26.0M | 0.25% |
| 43 | SNX | $23.5M | 0.22% |
| 44 | BA | $19.9M | 0.19% |
| 45 | MCD | $19.0M | 0.18% |
| 46 | MMM | $17.1M | 0.16% |
| 47 | CPRT | $15.6M | 0.15% |
| 48 | ALGN | $11.2M | 0.11% |
| 49 | NTR | $9.5M | 0.09% |
| 50 | ENB | $8.0M | 0.08% |
| 51 | YMM | $5.3M | 0.05% |
| 52 | TU | $3.4M | 0.03% |
| 53 | BIPC | $2.8M | 0.03% |
| 54 | KMX | $2.5M | 0.02% |
| 55 | TRP | $2.2M | 0.02% |
| 56 | CW | $852K | 0.01% |
Other Assets (44)Click to expand
These holdings could not be matched to company profiles. They may include non-US stocks, bonds, options, or other asset types not in our database.
| Name | Value |
|---|---|
| SS&C TECHNOLOGIES HLDGS INC | $460.5M |
| ARMSTRONG WORLD INDS INC NEW | $257.2M |
| US FOODS HLDG CORP | $230.6M |
| INTERCONTINENTAL EXCHANGE IN | $219.7M |
| GLOBUS MED INC | $212.1M |
| GRAND CANYON ED INC | $197.0M |
| ALLISON TRANSMISSION HLDGS I | $193.0M |
| MONDELEZ INTL INC | $178.1M |
| PENSKE AUTOMOTIVE GRP INC | $163.4M |
| NEWS CORP NEW | $160.4M |
| TORONTO DOMINION BK ONT | $142.3M |
| SIMPSON MFG INC | $131.9M |
| MARKETAXESS HLDGS INC | $127.3M |
| LAWILLIGHT & WONDER INC | $125.8M |
| STRATEGIC ED INC | $123.4M |
| GENERAC HLDGS INC | $120.1M |
| BERKSHIRE HATHAWAY INC DEL | $116.3M |
| RESTAURANT BRANDS INTL INC | $110.3M |
| TRUIST FINL CORP | $93.9M |
| ROYAL BK CDA | $92.8M |
| PPG INDS INC | $90.6M |
| PROCTER AND GAMBLE CO | $83.3M |
| CANADIAN NATL RY CO | $81.8M |
| BANK NOVA SCOTIA HALIFAX | $74.8M |
| BROOKFIELD CORP | $73.0M |
| COLLIERS INTL GROUP INC | $70.1M |
| NEWS CORP NEW | $64.2M |
| DOUBLEVERIFY HLDGS INC | $58.7M |
| ALARM COM HLDGS INC | $58.6M |
| SIXTH STREET SPECIALTY LENDI | $57.8M |
| ATS CORPORATION | $50.0M |
| BERKSHIRE HATHAWAY INC DEL | $47.1M |
| CHARLES RIV LABS INTL INC | $45.5M |
| LAUDER ESTEE COS INC | $40.4M |
| ATOUR LIFESTYLE HLDGS LTD | $30.2M |
| KINDERCARE LEARNING COMPANIE | $28.2M |
| INSTALLED BLDG PRODS INC | $20.0M |
| JEFFERIES FINL GROUP INC | $19.1M |
| LANDSTAR SYS INC | $11.3M |
| NATIONAL VISION HLDGS INC | $5.8M |
| CANADIAN NAT RES LTD | $2.8M |
| GRANITE REAL ESTATE INVT TR | $2.3M |
| BROOKFIELD ASSET MANAGMT LTD | $2.2M |
| VANGUARD INTL EQUITY INDEX F | $1.5M |