Burgundy Asset Management Ltd.
Last filed Nov 12, 2025
Inactive · not filing 13F
$10.6B
108
-$229M
26.6%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q3 2025 | |||||
 SSNC | $460M | 4.34% | 2.13% | -0.9% | Q2 2013 |
 PRI | $357M | 3.37% | 4.13% | -0.6% | Q2 2013 |
 WTW | $287M | 2.71% | 0.90% | -1.9% | Q1 2021 |
 EME | $275M | 2.60% | 0.99% | -16.3% | Q4 2020 |
 AWI | $257M | 2.43% | 3.04% | -0.6% | Q1 2020 |
 OPLN | $245M | 2.31% | 7.96% | -17.7% | Q1 2020 |
 HLI | $243M | 2.29% | 207.47% | -0.5% | Q3 2015 |
 GOOGL | $238M | 2.25% | 0.01% | -1.9% | Q1 2018 |
 USFD | $231M | 2.18% | 1.32% | +34.7% | Q1 2025 |
 MSFT | $230M | 2.17% | 0.01% | -10.6% | Q2 2013 |
 GNTX | $222M | 2.09% | 3.61% | -0.5% | Q2 2013 |
 ICE | $220M | 2.07% | 0.22% | -1.8% | Q2 2020 |
 WH | $213M | 2.01% | 3.21% | -0.5% | Q3 2018 |
 GMED | $212M | 2.00% | 2.56% | -0.6% | Q2 2023 |
 MDT | $203M | 1.91% | 0.17% | -1.5% | Q4 2024 |
 JNJ | $201M | 1.90% | 0.05% | -2.0% | Q2 2013 |
 LOPE | $197M | 1.86% | 3.49% | -0.5% | Q1 2019 |
 ALSN | $193M | 1.82% | 2.64% | -0.8% | Q4 2014 |
 MDLZ | $178M | 1.68% | 0.22% | -1.7% | Q2 2013 |
 COR | $175M | 1.65% | 0.31% | -1.8% | Q2 2013 |
 ROST | $172M | 1.62% | 0.36% | -1.8% | Q2 2022 |
| EA | $167M | 1.58% | Not reported | -1.7% | Q2 2021 |
 PAG | $163M | 1.54% | 1.34% | -0.5% | Q2 2013 |
 NWSA | $160M | 1.51% | 0.94% | -1.8% | Q3 2018 |
 CME | $153M | 1.45% | 0.17% | -2.0% | Q2 2023 |
 AMH | $153M | 1.44% | Not reported | -0.5% | Q4 2013 |
 AMZN | $152M | 1.44% | 0.01% | -1.7% | Q1 2022 |
 HSIC | $151M | 1.43% | 1.83% | -1.7% | Q1 2020 |
 CBZ | $149M | 1.41% | 4.29% | -0.2% | Q2 2013 |
 KVUE | $146M | 1.37% | 0.37% | -1.7% | Q2 2023 |
 TD | $142M | 1.34% | 0.11% | -0.6% | Q2 2013 |
 NYT | $141M | 1.33% | Not reported | -0.5% | Q3 2022 |
 WAB | $139M | 1.31% | 0.42% | +12.1% | Q1 2025 |
 SSD | $132M | 1.24% | 1.66% | -0.6% | Q2 2019 |
 MKTX | $127M | 1.20% | 1.86% | +67.1% | Q2 2013 |
| LNWO | $126M | 1.19% | 1.64% | -16.7% | Q1 2022 |
 STRA | $123M | 1.16% | 6.45% | -0.5% | Q3 2018 |
 GNRC | $120M | 1.13% | 1.11% | -0.5% | Q2 2014 |
 MA | $119M | 1.13% | 0.02% | -1.8% | Q3 2021 |
 RCI | $119M | 1.13% | Not reported | -20.2% | Q2 2013 |
 BRK.A | $116M | 1.10% | Not reported | Not reported | Q2 2013 |
 EEFT | $113M | 1.06% | 2.95% | -0.5% | Q3 2023 |
 HLMN | $110M | 1.04% | 5.66% | -0.3% | Q3 2021 |
 QSR | $110M | 1.04% | 0.53% | +9.9% | Q2 2018 |
 NKE | $106M | 1.00% | 0.08% | -1.6% | Q1 2025 |
 ORCL | $105M | 0.99% | 0.02% | -2.0% | Q2 2013 |
 TFC | $93.9M | 0.89% | 0.16% | -2.0% | Q4 2019 |
 STN | $93.2M | 0.88% | 0.75% | -0.3% | Q3 2019 |
 RY | $92.8M | 0.88% | 0.05% | -0.1% | Q2 2013 |
 PPLI | $91.6M | 0.86% | Not reported | -0.6% | Q1 2025 |
| Q2 2025 | |||||
| SSNC | $434M | 4.22% | 2.15% | +1.0% | Q2 2013 |
| PRI | $365M | 3.55% | 4.10% | +1.8% | Q2 2013 |
| EME | $284M | 2.76% | 1.19% | +2.9% | Q4 2020 |
| WTW | $274M | 2.67% | 0.90% | -0.8% | Q1 2021 |
| MSFT | $253M | 2.46% | 0.01% | -1.2% | Q2 2013 |
| OPLN | $252M | 2.45% | 9.62% | +3.8% | Q1 2020 |
| ICE | $232M | 2.26% | 0.22% | -0.8% | Q2 2020 |
| HLI | $221M | 2.15% | 208.55% | +3.0% | Q3 2015 |
| AWI | $215M | 2.09% | 3.05% | +3.0% | Q1 2020 |
| ALSN | $212M | 2.06% | 2.65% | -0.3% | Q4 2014 |
| GMED | $205M | 2.00% | 2.57% | +24.3% | Q2 2023 |
| GOOGL | $201M | 1.96% | 0.01% | -1.1% | Q1 2018 |
| WH | $200M | 1.95% | 3.20% | +4.1% | Q3 2018 |
| MDLZ | $199M | 1.94% | 0.23% | -0.4% | Q2 2013 |
| MDT | $193M | 1.88% | 0.17% | +5.0% | Q4 2024 |
| LOPE | $186M | 1.81% | 3.48% | +3.9% | Q1 2019 |
| COR | $183M | 1.78% | 0.31% | -20.5% | Q2 2013 |
| JNJ | $177M | 1.72% | 0.05% | -0.8% | Q2 2013 |
| GNTX | $175M | 1.70% | 3.54% | +3.1% | Q2 2013 |
| USFD | $170M | 1.65% | 0.97% | +31.0% | Q1 2025 |
| CBZ | $166M | 1.62% | 4.27% | +4.6% | Q2 2013 |
| NWSA | $165M | 1.61% | 0.96% | -1.2% | Q3 2018 |
| CME | $162M | 1.57% | 0.18% | -1.1% | Q2 2023 |
| HSIC | $161M | 1.57% | 1.81% | -1.3% | Q1 2020 |
| EA | $158M | 1.54% | Not reported | -12.3% | Q2 2021 |
| LNWO | $157M | 1.53% | 1.94% | +3.7% | Q1 2022 |
| AMH | $154M | 1.50% | Not reported | +4.1% | Q4 2013 |
| PAG | $153M | 1.49% | 1.35% | +3.1% | Q2 2013 |
| ROST | $152M | 1.48% | 0.36% | -1.1% | Q2 2022 |
| KVUE | $150M | 1.46% | 0.37% | +9.0% | Q2 2023 |
| AMZN | $149M | 1.45% | 0.01% | -1.1% | Q1 2022 |
| TD | $140M | 1.36% | 0.11% | -1.3% | Q2 2013 |
| WAB | $134M | 1.31% | 0.38% | +35.4% | Q1 2025 |
| NYT | $133M | 1.29% | Not reported | +1.9% | Q3 2022 |
| STRA | $130M | 1.26% | 6.36% | +3.3% | Q3 2018 |
| RCI | $124M | 1.20% | Not reported | +18.9% | Q2 2013 |
| EEFT | $123M | 1.20% | 2.82% | +3.9% | Q3 2023 |
 SYY | $118M | 1.14% | 0.32% | -23.0% | Q4 2024 |
| MA | $115M | 1.12% | 0.02% | -1.2% | Q3 2021 |
| BRK.A | $112M | 1.09% | Not reported | -3.1% | Q2 2013 |
| SSD | $108M | 1.05% | 1.66% | +3.0% | Q2 2019 |
| QSR | $105M | 1.02% | 0.48% | -0.4% | Q2 2018 |
| ORCL | $103M | 1.01% | 0.02% | -1.2% | Q2 2013 |
 CARR | $98.7M | 0.96% | 0.16% | -1.2% | Q2 2020 |
| NKE | $98.5M | 0.96% | 0.08% | -1.4% | Q1 2025 |
| PPLI | $94M | 0.91% | Not reported | +73.8% | Q1 2025 |
 PPG | $93.7M | 0.91% | 0.37% | Not reported | Q4 2016 |
| STN | $93.5M | 0.91% | 0.75% | -11.8% | Q3 2019 |
| GNRC | $93.3M | 0.91% | 1.10% | +22.0% | Q2 2014 |
| MKTX | $92.5M | 0.90% | 1.11% | +3.0% | Q2 2013 |
| Q1 2025 | |||||
| SSNC | $433M | 4.49% | 2.10% | +3.6% | Q2 2013 |
| PRI | $373M | 3.86% | 3.97% | +1.7% | Q2 2013 |
| WTW | $305M | 3.16% | 0.90% | -3.3% | Q1 2021 |
| ICE | $220M | 2.28% | 0.22% | -26.5% | Q2 2020 |
| WH | $214M | 2.22% | 3.05% | +3.0% | Q3 2018 |
| ALSN | $214M | 2.22% | 2.61% | -9.6% | Q4 2014 |
| COR | $213M | 2.21% | 0.40% | -3.7% | Q2 2013 |
| GMED | $205M | 2.13% | 2.04% | +7.0% | Q2 2023 |
| MDLZ | $201M | 2.08% | 0.23% | -10.4% | Q2 2013 |
| JNJ | $194M | 2.01% | 0.05% | -3.2% | Q2 2013 |
| MSFT | $193M | 2.00% | 0.01% | -23.9% | Q2 2013 |
| HLI | $192M | 1.99% | 202.40% | -5.0% | Q3 2015 |
| OPLN | $191M | 1.98% | 9.25% | +7.0% | Q1 2020 |
| EME | $191M | 1.97% | 1.14% | +6.9% | Q4 2020 |
| MDT | $190M | 1.97% | 0.16% | -3.2% | Q4 2024 |
| AWI | $181M | 1.87% | 2.95% | +7.0% | Q1 2020 |
| GNTX | $180M | 1.87% | 3.40% | +40.1% | Q2 2013 |
| GOOGL | $178M | 1.85% | 0.01% | -22.0% | Q1 2018 |
| CBZ | $168M | 1.75% | 4.13% | +6.7% | Q2 2013 |
| LOPE | $164M | 1.70% | 3.32% | +6.9% | Q1 2019 |
| EA | $163M | 1.69% | Not reported | -13.7% | Q2 2021 |
| CME | $157M | 1.63% | 0.18% | -3.3% | Q2 2023 |
| KVUE | $157M | 1.63% | 0.34% | +8.9% | Q2 2023 |
| AMH | $155M | 1.61% | Not reported | +6.9% | Q4 2013 |
| ROST | $154M | 1.59% | 0.37% | +4.6% | Q2 2022 |
| HSIC | $153M | 1.59% | 1.83% | +34.0% | Q1 2020 |
| NWSA | $153M | 1.59% | 0.97% | -3.1% | Q3 2018 |
| SYY | $151M | 1.57% | 0.41% | +38.8% | Q4 2024 |
| LNWO | $136M | 1.41% | 1.85% | +6.9% | Q1 2022 |
| AMZN | $130M | 1.35% | 0.01% | -17.2% | Q1 2022 |
| BRK.A | $127M | 1.32% | Not reported | -1.2% | Q2 2013 |
 DLTR | $126M | 1.31% | 0.78% | -2.9% | Q1 2020 |
| EEFT | $125M | 1.30% | 2.68% | +6.9% | Q3 2023 |
| PAG | $124M | 1.29% | 1.30% | +7.0% | Q2 2013 |
| STRA | $124M | 1.28% | 6.08% | +17.3% | Q3 2018 |
| TD | $116M | 1.20% | 0.11% | -14.4% | Q2 2013 |
| NYT | $115M | 1.20% | Not reported | +65.2% | Q3 2022 |
| MA | $113M | 1.17% | 0.02% | -35.1% | Q3 2021 |
| USFD | $110M | 1.14% | 0.73% | New | Q1 2025 |
 CABO | $107M | 1.11% | 7.15% | +27.2% | Q2 2022 |
| QSR | $106M | 1.10% | 0.49% | +36.4% | Q2 2018 |
| SSD | $106M | 1.10% | 1.60% | +6.8% | Q2 2019 |
| RCI | $93.8M | 0.97% | Not reported | +38.7% | Q2 2013 |
 PG | $92.7M | 0.96% | 0.02% | -17.3% | Q2 2013 |
| NKE | $89.3M | 0.93% | 0.08% | New | Q1 2025 |
| MKTX | $87.1M | 0.90% | 1.07% | +64.8% | Q2 2013 |
| CARR | $86.5M | 0.90% | 0.16% | -30.0% | Q2 2020 |
| WAB | $85.9M | 0.89% | 0.28% | New | Q1 2025 |
| TFC | $85M | 0.88% | 0.16% | -3.0% | Q4 2019 |
| HLMN | $83.4M | 0.86% | 4.81% | +6.9% | Q3 2021 |
| Q4 2024 | |||||
| SSNC | $379M | 3.83% | 2.05% | Not reported | Q2 2013 |
| PRI | $350M | 3.53% | 3.86% | Not reported | Q2 2013 |
| WTW | $292M | 2.95% | 0.93% | Not reported | Q1 2021 |
| MSFT | $285M | 2.88% | 0.01% | Not reported | Q2 2013 |
| GOOGL | $280M | 2.83% | 0.01% | Not reported | Q1 2018 |
| ALSN | $267M | 2.70% | 2.85% | Not reported | Q4 2014 |
| ICE | $259M | 2.62% | 0.30% | Not reported | Q2 2020 |
| WH | $232M | 2.34% | 2.96% | Not reported | Q3 2018 |
| EME | $219M | 2.21% | 1.05% | Not reported | Q4 2020 |
| HLI | $217M | 2.20% | 212.95% | Not reported | Q3 2015 |
| GMED | $217M | 2.19% | 1.92% | Not reported | Q2 2023 |
| MDLZ | $197M | 1.99% | 0.25% | Not reported | Q2 2013 |
| EA | $191M | 1.93% | Not reported | Not reported | Q2 2021 |
| OPLN | $184M | 1.86% | 8.68% | Not reported | Q1 2020 |
| AMZN | $181M | 1.83% | 0.01% | Not reported | Q1 2022 |
| COR | $179M | 1.81% | 0.41% | Not reported | Q2 2013 |
| JNJ | $175M | 1.76% | 0.05% | Not reported | Q2 2013 |
| MDT | $174M | 1.76% | 0.17% | New | Q4 2024 |
| ROST | $174M | 1.76% | 0.35% | Not reported | Q2 2022 |
 AJG | $171M | 1.73% | 0.24% | Not reported | Q2 2013 |
| CBZ | $170M | 1.72% | 4.15% | Not reported | Q2 2013 |
| AWI | $169M | 1.71% | 2.75% | Not reported | Q1 2020 |
| MA | $168M | 1.69% | 0.03% | Not reported | Q3 2021 |
| NWSA | $160M | 1.61% | 1.00% | Not reported | Q3 2018 |
| GNTX | $158M | 1.60% | 2.43% | Not reported | Q2 2013 |
| LOPE | $145M | 1.46% | 3.07% | Not reported | Q1 2019 |
| AMH | $144M | 1.45% | Not reported | Not reported | Q4 2013 |
| CME | $142M | 1.44% | 0.18% | Not reported | Q2 2023 |
| CARR | $133M | 1.34% | 0.22% | Not reported | Q2 2020 |
| DLTR | $130M | 1.31% | 0.80% | Not reported | Q1 2020 |
| KVUE | $129M | 1.30% | 0.31% | Not reported | Q2 2023 |
| LNWO | $127M | 1.29% | 1.71% | Not reported | Q1 2022 |
| PAG | $123M | 1.24% | 1.21% | Not reported | Q2 2013 |
| TD | $120M | 1.21% | 0.13% | Not reported | Q2 2013 |
| STRA | $118M | 1.19% | 5.14% | Not reported | Q3 2018 |
| HSIC | $115M | 1.17% | 1.34% | Not reported | Q1 2020 |
| CABO | $115M | 1.16% | 5.63% | Not reported | Q2 2022 |
| EEFT | $113M | 1.14% | 2.50% | Not reported | Q3 2023 |
| SYY | $111M | 1.12% | 0.30% | New | Q4 2024 |
 KMT | $111M | 1.12% | 5.93% | Not reported | Q3 2018 |
| PG | $110M | 1.11% | 0.03% | Not reported | Q2 2013 |
| BRK.A | $110M | 1.11% | Not reported | Not reported | Q2 2013 |
| SSD | $105M | 1.06% | 1.51% | Not reported | Q2 2019 |
 EBAY | $94.3M | 0.95% | 0.32% | Not reported | Q2 2021 |
 DV | $94.3M | 0.95% | 2.94% | Not reported | Q2 2024 |
| TFC | $92.4M | 0.93% | 0.16% | Not reported | Q4 2019 |
| HLMN | $86.5M | 0.87% | 4.51% | Not reported | Q3 2021 |
| ORCL | $82.1M | 0.83% | 0.02% | Not reported | Q2 2013 |
| STN | $79.5M | 0.80% | 0.89% | Not reported | Q3 2019 |
| RY | $78.2M | 0.79% | 0.05% | Not reported | Q2 2013 |