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Showing Q3 2025 data
Burgundy Asset Management Ltd.'s Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Burgundy Asset Management Ltd.
•CIK: 1315868•Filing: Q3 2025
**Burgundy Asset Management Ltd.** manages $10.6B across a diversified portfolio of 109 positions. The firm maintains significant exposure to key names, highlighted by a $460.5M holding in SSNC and $356.9M in PRI. Top allocations also include substantial positions in JEF ($286.8M), EME ($275.3M), and AWI ($257.2M). This concentration suggests a strategic, large-cap tilt across various sectors.
Total AUM
$10.6B
QoQ Performance
+3.2%
Positions
107
Top 10 Concentration
26.6%
Latest Filing
Q3 2025
Top Holdings Allocation
SSNC4.3%
PRI3.4%
WTW2.7%
EME2.6%
AWI2.4%
OPLN2.3%
HLI2.3%
GOOGL2.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other81.1%
Technology5.4%
Healthcare4.3%
Consumer3.7%
Financial3.5%
Consumer Staples1.7%
Industrial0.3%
Communication0.0%
🚪 Exited Positionssold since Q2 2025
Changes from Q2 2025
NEW3 new positions
↑18 increased
↓74 decreased
Historical Filings
Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023