Burgundy Asset Management Ltd. Portfolio Holdings

Burgundy Asset Management Ltd.

  • $9.25 Billion
  • Q1 2025

Burgundy Asset Management Ltd. has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $9.25 Billion distributed in 109 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ss&C Technologies Holdings Inc with a value of $433M, Primerica, Inc. with a value of $373M, Willis Towers Watson PLC with a value of $305M, Intercontinental Exchange, Inc. with a value of $220M, and Wyndham Hotels & Resorts, Inc. with a value of $214M.

Examining the 13F form we can see an decrease of $346M in the current position value, from $9.59B to 9.25B.

Burgundy Asset Management Ltd. is based out at Toronto, A6

Below you can find more details about Burgundy Asset Management Ltd. portfolio as well as his latest detailed transactions.

Portfolio value $9.25 Billion
Financial Services: $2.05 Billion
Consumer Cyclical: $1.83 Billion
Industrials: $1.18 Billion
Technology: $1.03 Billion
Consumer Defensive: $999 Million
Communication Services: $940 Million
Healthcare: $885 Million
Real Estate: $210 Million
Other: $129 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$21.2B
$433 Million 4.69% of portfolio
5,186,307
Q1 2025 Added 3.64%
$10.1B
$373 Million 4.03% of portfolio
1,310,019
Q1 2025 Added 1.67%
$33.2B
$305 Million 3.29% of portfolio
901,337
Q1 2025 Reduced 3.34%
$102B
$220 Million 2.38% of portfolio
1,276,994
Q1 2025 Reduced 26.51%
$7.6B
$214 Million 2.32% of portfolio
2,369,461
Q1 2025 Added 2.96%
$9.13B
$214 Million 2.31% of portfolio
2,234,446
Q1 2025 Reduced 9.6%
$4.42B
$205 Million 2.22% of portfolio
2,801,747
Q1 2025 Added 7.01%
$91.6B
$201 Million 2.17% of portfolio
2,959,532
Q1 2025 Reduced 10.4%
$409B
$194 Million 2.1% of portfolio
1,169,327
Q1 2025 Reduced 3.15%
$3.75T
$193 Million 2.09% of portfolio
514,260
Q1 2025 Reduced 23.89%
$9.4B
$192 Million 2.08% of portfolio
1,189,822
Q1 2025 Reduced 4.95%
$2.92B
$191 Million 2.07% of portfolio
9,925,661
Q1 2025 Added 6.97%
$26B
$191 Million 2.06% of portfolio
515,522
Q1 2025 Added 6.85%
$118B
$190 Million 2.05% of portfolio
2,112,305
Q1 2025 Reduced 3.21%
$7.68B
$181 Million 1.96% of portfolio
1,282,996
Q1 2025 Added 7.02%
$5.42B
$180 Million 1.95% of portfolio
7,728,209
Q1 2025 Added 40.08%
$3.76B
$168 Million 1.82% of portfolio
2,220,266
Q1 2025 Added 6.67%
$5.49B
$164 Million 1.77% of portfolio
946,152
Q1 2025 Added 6.9%
$42.5B
$163 Million 1.76% of portfolio
1,128,733
Q1 2025 Reduced 13.65%
$99.1B
$157 Million 1.7% of portfolio
592,991
Q1 2025 Reduced 3.33%
$12.3B
$155 Million 1.68% of portfolio
4,111,296
Q1 2025 Added 6.94%
$45.5B
$154 Million 1.66% of portfolio
1,204,015
Q1 2025 Added 4.59%
$10.1B
$153 Million 1.66% of portfolio
2,235,429
Q1 2025 Added 33.95%
$11.3B
$153 Million 1.65% of portfolio
5,619,167
Q1 2025 Reduced 3.12%
$38.7B
$151 Million 1.64% of portfolio
2,015,994
Q1 2025 Added 38.84%
$38.4B
$142 Million 1.54% of portfolio
767,502
Q1 2025 Reduced 3.74%
$9.39B
$136 Million 1.48% of portfolio
1,574,589
Q1 2025 Added 6.93%
$2.27T
$130 Million 1.41% of portfolio
684,152
Q1 2025 Reduced 17.17%
$432B
$127 Million 1.37% of portfolio
159
Q1 2025 Reduced 1.24%
$23.5B
$126 Million 1.36% of portfolio
1,679,012
Q1 2025 Reduced 2.87%
$5.31B
$125 Million 1.35% of portfolio
1,171,426
Q1 2025 Added 6.85%
$1.99B
$124 Million 1.34% of portfolio
1,475,831
Q1 2025 Added 17.25%
$12.9B
$124 Million 1.34% of portfolio
863,529
Q1 2025 Added 7.02%
$134B
$116 Million 1.25% of portfolio
1,933,740
Q1 2025 Reduced 14.39%
$9.24B
$115 Million 1.25% of portfolio
2,325,224
Q1 2025 Added 65.21%
$539B
$113 Million 1.23% of portfolio
206,656
Q1 2025 Reduced 35.13%
$17.9B
$110 Million 1.19% of portfolio
1,684,154
Q1 2025 New
$784M
$107 Million 1.16% of portfolio
402,403
Q1 2025 Added 27.19%
$20.6B
$106 Million 1.15% of portfolio
1,592,502
Q1 2025 Added 36.43%
$7.15B
$106 Million 1.14% of portfolio
673,535
Q1 2025 Added 6.84%
$12.7B
$93.8 Million 1.01% of portfolio
3,509,952
Q1 2025 Added 38.65%
$373B
$92.7 Million 1.0% of portfolio
544,197
Q1 2025 Reduced 17.33%
$92.7B
$89.3 Million 0.97% of portfolio
1,406,412
Q1 2025 New
$63.5B
$86.5 Million 0.94% of portfolio
1,364,389
Q1 2025 Reduced 29.97%
$8.25B
$87.1 Million 0.94% of portfolio
402,511
Q1 2025 Added 64.78%
$38.7B
$85.9 Million 0.93% of portfolio
473,740
Q1 2025 New
$59.9B
$85 Million 0.92% of portfolio
2,066,193
Q1 2025 Reduced 2.96%
$1.49B
$83.4 Million 0.9% of portfolio
9,489,870
Q1 2025 Added 6.92%
$12.2B
$80.9 Million 0.87% of portfolio
976,338
Q1 2025 Reduced 3.73%

Summary

  • Portfolio
  • No. of Stocks 109
  • Current Value $9.25 Billion
  • Prior Value $9.59 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 10 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 45 stocks
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