Burgundy Asset Management Ltd. Incresed Positions in Q1 2025

Burgundy Asset Management Ltd.

  • $9.25 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SSNC
Ss&C Technologies Holdings Inc

Technology
182K
+ 3.64%
$74.75 - $89.13 $13.6M - $16.2M
5.19M $433M
NYT
New York Times CO

Communication Services
918K
+ 65.21%
$46.9 - $55.89 $43M - $51.3M
2.33M $115M
SYY
Sysco Corp

Consumer Defensive
564K
+ 38.84%
$70.0 - $77.13 $39.5M - $43.5M
2.02M $151M
HSIC
Henry Schein Inc

Healthcare
567K
+ 33.95%
$68.49 - $81.91 $38.8M - $46.4M
2.24M $153M
MKTX
Marketaxess Holdings Inc

Financial Services
158K
+ 64.78%
$189.81 - $226.47 $30M - $35.8M
403K $87.1M
QSR
Restaurant Brands International Inc.

Consumer Cyclical
425K
+ 36.43%
$60.44 - $69.57 $25.7M - $29.6M
1.59M $106M
PRI
Primerica, Inc.

Financial Services
21.5K
+ 1.67%
$271.41 - $296.43 $5.85M - $6.39M
1.31M $373M
GNTX
Gentex Corp

Consumer Cyclical
2.21M
+ 40.08%
$23.3 - $28.48 $51.5M - $63M
7.73M $180M
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
61K
+ 6.9%
$160.89 - $187.27 $9.82M - $11.4M
946K $164M
RCI
Rogers Communications Inc

Communication Services
978K
+ 38.65%
$26.73 - $31.05 $26.2M - $30.4M
3.51M $93.8M
EEFT
Euronet Worldwide, Inc.

Technology
75.1K
+ 6.85%
$94.42 - $110.06 $7.09M - $8.27M
1.17M $125M
AMH
American Homes 4 Rent

Real Estate
267K
+ 6.94%
$34.43 - $37.81 $9.18M - $10.1M
4.11M $155M
AWI
Armstrong World Industries Inc

Industrials
84.2K
+ 7.02%
$136.0 - $154.19 $11.5M - $13M
1.28M $181M
SKY
Skyline Champion Corp

Consumer Cyclical
51.9K
+ 6.82%
$85.72 - $108.14 $4.44M - $5.61M
812K $77M
LNW
Light & Wonder, Inc.

Consumer Cyclical
102K
+ 6.93%
$85.08 - $111.48 $8.68M - $11.4M
1.57M $136M
KAR
Kar Auction Services, Inc.

Consumer Cyclical
647K
+ 6.97%
$19.28 - $22.3 $12.5M - $14.4M
9.93M $191M
ALRM
Alarm.Com Holdings, Inc.

Technology
184K
+ 26.26%
$55.65 - $63.82 $10.2M - $11.7M
882K $49.1M
STRA
Strategic Education, Inc.

Consumer Defensive
217K
+ 17.25%
$79.14 - $103.46 $17.2M - $22.5M
1.48M $124M
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
155K
+ 7.05%
$20.96 - $23.51 $3.24M - $3.63M
2.35M $52.5M
GGG
Graco Inc

Industrials
61.5K
+ 6.91%
$80.53 - $87.54 $4.95M - $5.39M
952K $79.5M
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
8.99K
+ 5.77%
$110.55 - $130.35 $994K - $1.17M
165K $20.9M
YMM
Full Truck Alliance Co. Ltd.

Technology
75.4K
+ 8.24%
$10.41 - $13.69 $785K - $1.03M
991K $12.7M
CPRT
Copart Inc

Consumer Cyclical
52.9K
+ 7.27%
$52.3 - $59.83 $2.77M - $3.17M
781K $44.2M
NTR
Nutrien Ltd.

Basic Materials
35K
+ 26.92%
$45.28 - $53.84 $1.58M - $1.88M
165K $8.2M
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
56.7K
+ 7.02%
$141.31 - $175.89 $8.01M - $9.97M
864K $124M
FAF
First American Financial Corp

Financial Services
11.7K
+ 7.24%
$57.7 - $66.47 $673K - $776K
173K $11.3M
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
43.1K
+ 6.84%
$154.39 - $176.55 $6.65M - $7.61M
674K $106M
EVRI
Everi Holdings Inc.

Consumer Cyclical
50.8K
+ 6.94%
$13.51 - $13.81 $686K - $701K
782K $10.7M
CRL
Charles River Laboratories International, Inc.

Healthcare
1.42K
+ 108.59%
$150.52 - $190.14 $213K - $269K
2.72K $409K
CNQ
Canadian Natural Resources LTD

Energy
2.43K
+ 3.34%
$26.72 - $32.74 $65K - $79.6K
75.1K $2.31M
MIDD
Middleby Corp

Industrials
77
+ 5.04%
$133.93 - $172.89 $10.3K - $13.3K
1.6K $243K
Kenvue Inc
534K
+ 8.86%
N/A
6.56M $0
Labcorp Holdings Inc
6.75K
+ 7.59%
N/A
95.6K $0
Brookfield Asset Managmt LTD
14.9K
+ 45.91%
N/A
47.5K $0
Ats Corporation
318K
+ 21.94%
N/A
1.77M $0
ATAT
Atour Lifestyle Holdings LTD
37.4K
+ 6.83%
N/A
585K $0
CDW
Cdw Corp

Technology
96
+ 5.07%
$160.26 - $206.13 $15.4K - $19.8K
1.99K $318K
CW
Curtiss Wright Corp

Industrials
86
+ 5.07%
$304.82 - $384.07 $26.2K - $33K
1.78K $565K
LSTR
Landstar System Inc

Industrials
130
+ 5.05%
$146.63 - $177.82 $19.1K - $23.1K
2.7K $405K
GNRC
Generac Holdings Inc.

Industrials
93.9K
+ 21.31%
$126.65 - $164.06 $11.9M - $15.4M
534K $67.7M
SNX
Td Synnex Corp

Technology
9.69K
+ 6.74%
$103.96 - $144.69 $1.01M - $1.4M
154K $16M
CBZ
Cbiz, Inc.

Industrials
139K
+ 6.67%
$68.46 - $88.65 $9.51M - $12.3M
2.22M $168M
HLMN
Hillman Solutions Corp.

Industrials
614K
+ 6.92%
$8.69 - $10.5 $5.33M - $6.45M
9.49M $83.4M
CABO
Cable One, Inc.

Communication Services
86K
+ 27.19%
$226.48 - $373.32 $19.5M - $32.1M
402K $107M
GMED
Globus Medical Inc

Healthcare
184K
+ 7.01%
$69.68 - $93.32 $12.8M - $17.1M
2.8M $205M
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
68.2K
+ 2.96%
$87.72 - $111.91 $5.98M - $7.63M
2.37M $214M
ROST
Ross Stores, Inc.

Consumer Cyclical
52.9K
+ 4.59%
$123.3 - $154.95 $6.52M - $8.19M
1.2M $154M
DV
Double Verify Holdings, Inc.

Technology
319K
+ 6.5%
$13.34 - $23.07 $4.26M - $7.36M
5.23M $69.9M
EME
Emcor Group, Inc.

Industrials
33.1K
+ 6.85%
$361.16 - $535.99 $11.9M - $17.7M
516K $191M
Activity Summary
Buys All Purchases 60 New Holdings 10 Increased Positions 50 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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