Data as of Q4 2025 (Dec 31, 2025)
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Showing Q3 2025 data
Burren Capital Advisors Ltd's Q4 2025 filing not yet available. Expected by Feb 14, 2026.

Burren Capital Advisors Ltd

โ€ขCIK: 1542952โ€ขFiling: Q3 2025

**Burren Capital Advisors Ltd** manages $33M across a concentrated portfolio of 16 positions. The fund exhibits notable overweight exposure to VRNA, holding $6.7M, followed by VTY at $4.3M and TXNM at $3.6M. Top holdings represent a diverse basket, including significant allocations to AL ($3.5M) and FYBR ($3.3M). This structure suggests a tactical, high-conviction approach to generating alpha within its current mandate.

Total AUM
$33.0M
QoQ Performance
-3.6%
Positions
16
Top 10 Concentration
87.7%
Latest Filing
Q3 2025

Top Holdings Allocation

VRNA
VTY
TXNM
AL
FYBR
KEL
ZIMV
VRNA20.4%
VTY12.9%
TXNM10.8%
AL10.5%
FYBR10.0%
KEL6.5%
ZIMVIE6.0%
AVDX4.2%

๐Ÿ“ˆ Biggest Buys

VRNA
VERONA PHARMA PLC
NEW
20.4% of portfolio
VTY
VERINT SYS INC
NEW
12.9% of portfolio
TXNM
TXNM ENERGY INC
NEW
10.8% of portfolio
AL
AIR LEASE CORP
NEW
10.5% of portfolio
โ€”
ZIMVIE INC
NEW
6.0% of portfolio

๐Ÿ“‰ Biggest Sells

KEL
KELLANOVA
-35.6%
6.5% of portfolio
SU6
SURMODICS INC
-6.1%
3.0% of portfolio

Sector Breakdown

Other100.0%

๐Ÿšช Exited Positionssold since Q2 2025

SKAA
SKECHERS U S A INC
SOLD
$4.4M
WBA
WALGREENS BOOTS ALLIANCE INC
SOLD
$2.8M
HES
HESS CORP
SOLD
$2.4M
ANVI
NV5 GLOBAL INC
SOLD
$1.9M
JNP
JUNIPER NETWORKS INC
SOLD
$1.8M
+6 more exited positions

Changes from Q2 2025

NEW12 new positions
โ†“2 decreased

Historical Filings

Q3 2025Q2 2025Q1 2025Q4 2024