Burgundy Asset Management Ltd.
Institutional investor · Portfolio as of Q4 2024No 13F holdings reported for quarters after Q3 2025. Holdings now reported by Bank of Montreal.
Top Holdings104 positions
SS&C TECHNOLOGIES HLDGS INC | 5M | $379.2M | 3.8% | $46.77 | +58.30% | 25 qtrssince 2018-Q4 | Decreased 0 |
PRIMERICA INC | 1.3M | $349.7M | 3.5% | $105.16 | +150.88% | 25 qtrssince 2018-Q4 | Increased 58 |
WILLIS TOWERS WATSON PLC LTD | 932,495 | $292.1M | 3.0% | $209.69 | +46.20% | 16 qtrssince 2021-Q1 | Decreased 0 |
MICROSOFT CORP | 675,708 | $284.8M | 2.9% | $95.31 | +336.25% | 25 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC | 1.5M | $279.8M | 2.8% | $53.33 | +252.92% | 25 qtrssince 2018-Q4 | Decreased 0 |
ALLISON TRANSMISSION HLDGS I | 2.5M | $267.1M | 2.7% | $37.68 | +181.42% | 25 qtrssince 2018-Q4 | Decreased 0 |
INTERCONTINENTAL EXCHANGE IN | 1.7M | $258.9M | 2.6% | $96.92 | +50.48% | 19 qtrssince 2020-Q2 | Decreased 0 |
WYNDHAM HOTELS & RESORTS INC | 2.3M | $231.9M | 2.3% | $58.36 | +66.47% | 25 qtrssince 2018-Q4 | Increased 53 |
EMCOR GROUP INC | 482,453 | $219M | 2.2% | $133.31 | +239.27% | 17 qtrssince 2020-Q4 | Increased 53 |
HOULIHAN LOKEY INC | 1.3M | $217.4M | 2.2% | $50.77 | +232.91% | 25 qtrssince 2018-Q4 | Increased 53 |
GLOBUS MED INC | 2.6M | $216.5M | 2.2% | $54.04 | +53.05% | 7 qtrssince 2023-Q2 | Increased 53 |
MONDELEZ INTL INC | 3.3M | $197.3M | 2.0% | $63.11 | -10.59% | 8 qtrssince 2023-Q1 | Increased 50 |
ELECTRONIC ARTS INC | 1.3M | $191.2M | 1.9% | $132.77 | +9.84% | 15 qtrssince 2021-Q2 | Decreased 0 |
OPENLANE INC | 9.3M | $184.1M | 1.9% | $15.86 | +25.11% | 20 qtrssince 2020-Q1 | Increased 49 |
AMAZON COM INC | 826,001 | $181.2M | 1.8% | $161.16 | +36.14% | 12 qtrssince 2022-Q1 | Decreased 0 |
CENCORA INC | 797,281 | $179.1M | 1.8% | $81.03 | +173.54% | 25 qtrssince 2018-Q4 | Decreased 0 |
JOHNSON & JOHNSON | 1.2M | $174.6M | 1.8% | $121.43 | +13.73% | 25 qtrssince 2018-Q4 | Decreased 0 |
MEDTRONIC PLC | 2.2M | $174.3M | 1.8% | $75.50 | 0.00% | 1 qtr | New 70 |
ROSS STORES INC | 1.2M | $174.1M | 1.8% | $75.89 | +95.95% | 11 qtrssince 2022-Q2 | Decreased 0 |
GALLAGHER ARTHUR J & CO | 601,954 | $170.9M | 1.7% | $93.32 | +264.13% | 25 qtrssince 2018-Q4 | Increased 50 |
Burgundy Asset Management Ltd. reported holdings worth $9.9B across 104 positions as of Q4 2024. Top holdings: SSNC (3.8%), PRI (3.5%), WTW (3.0%). Fund DNA: Steady Compounder. HoldingsIntel Score: 1/5.0.
Active quarter - 5 new positions, 7 exits, 45 increased. Top move: MDT (NEW, conviction 70). Portfolio: $9.9B across 104 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