Institutional investor · Portfolio as of Q3 2025
Quarterly Portfolio Change
Burgundy Asset Management Ltd. manages $10.6B across 109 positions as of Q3 2025. Top holdings: SSNC (4.3%), PRI (3.4%), WTW (2.7%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 1.5/5.0.
Added 3 new positions, exited 3, increased 18, trimmed 74. Top move: USFD (INCREASED, conviction 68). Portfolio: $10.6B across 109 positions.
Top holdings by portfolio weight
Funds with similar investing DNA
Best and worst performing positions by estimated return
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Portfolio allocation by GICS sector
Behavioral investing profile