Burgundy Asset Management Ltd.
Institutional investor · Portfolio as of Q1 2025No 13F holdings reported for quarters after Q3 2025. Holdings now reported by Bank of Montreal.
Top Holdings109 positions
SS&C TECHNOLOGIES HLDGS INC | 5.2M | $433.2M | 4.5% | $48.22 | +68.42% | 26 qtrssince 2018-Q4 | Increased 59 |
PRIMERICA INC COM | 1.3M | $372.7M | 3.9% | $108.40 | +158.33% | 26 qtrssince 2018-Q4 | Increased 58 |
WILLIS TOWERS WATSON PLC LTD | 901,337 | $304.6M | 3.2% | $212.59 | +56.83% | 17 qtrssince 2021-Q1 | Decreased 0 |
Intercontinental Exchange Inc | 1.3M | $220.3M | 2.3% | $97.04 | +78.52% | 20 qtrssince 2020-Q2 | Decreased 0 |
WYNDHAM HOTELS & RESORTS INC | 2.4M | $214.5M | 2.2% | $60.32 | +46.39% | 26 qtrssince 2018-Q4 | Increased 54 |
ALLISON TRANSMISSION HLDGS I | 2.2M | $213.8M | 2.2% | $37.76 | +152.13% | 26 qtrssince 2018-Q4 | Decreased 0 |
AMERISOURCEBERGEN CORP | 767,502 | $213.4M | 2.2% | $81.17 | +236.65% | 26 qtrssince 2018-Q4 | Decreased 0 |
Globus Med Inc | 2.8M | $205.1M | 2.1% | $55.17 | +31.50% | 8 qtrssince 2023-Q2 | Increased 56 |
MONDELEZ INTL INC | 3M | $200.8M | 2.1% | $64.67 | +1.51% | 9 qtrssince 2023-Q1 | Decreased 0 |
Johnson & Johnson | 1.2M | $193.9M | 2.0% | $122.51 | +30.70% | 26 qtrssince 2018-Q4 | Decreased 0 |
Microsoft Corp. | 514,260 | $193M | 2.0% | $94.84 | +297.27% | 26 qtrssince 2018-Q4 | Decreased 0 |
HOULIHAN LOKEY INC | 1.2M | $192.2M | 2.0% | $50.87 | +207.76% | 26 qtrssince 2018-Q4 | Decreased 0 |
KAR AUCTION SVCS INC | 9.9M | $191.4M | 2.0% | $16.19 | +19.12% | 21 qtrssince 2020-Q1 | Increased 52 |
Emcor Group Inc | 515,522 | $190.6M | 2.0% | $147.99 | +150.08% | 18 qtrssince 2020-Q4 | Increased 51 |
Medtronic PLC | 2.1M | $189.8M | 2.0% | $77.74 | +10.95% | 2 qtrssince 2024-Q4 | Decreased 0 |
ARMSTRONG WORLD INDS INC NEW | 1.3M | $180.7M | 1.9% | $83.76 | +65.69% | 21 qtrssince 2020-Q1 | Increased 51 |
GENTEX CORP | 7.7M | $180.1M | 1.9% | $22.59 | +1.50% | 26 qtrssince 2018-Q4 | Increased 64 |
Alphabet Inc. | 1.2M | $178.3M | 1.8% | $53.33 | +188.63% | 26 qtrssince 2018-Q4 | Decreased 0 |
CBIZ INC COM | 2.2M | $168.4M | 1.7% | $32.01 | +134.19% | 26 qtrssince 2018-Q4 | Increased 51 |
GRAND CANYON ED INC | 946,152 | $163.7M | 1.7% | $100.28 | +74.45% | 25 qtrssince 2019-Q1 | Increased 51 |
Burgundy Asset Management Ltd. reported holdings worth $9.6B across 109 positions as of Q1 2025. Top holdings: SSNC (4.5%), PRI (3.9%), WTW (3.2%). Fund DNA: Steady Compounder. HoldingsIntel Score: 1/5.0.
Active quarter - 10 new positions, 5 exits, 50 increased. Top move: GNTX (INCREASED, conviction 64). Portfolio: $9.6B across 109 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
No 13F holdings reported for quarters after Q3 2025.
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR