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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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