Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Burgundy Asset Management Ltd. (CIK 1315868) reported $10.60B across 109 reported positions in its SEC 13F filing for 2025-09-30. Largest positions: SSNC ($460.5M, 4.34%), PRI ($356.9M, 3.37%), WTW ($286.8M, 2.71%), EME ($275.3M, 2.60%), AWI ($257.2M, 2.43%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SSNC | SS&C TECHNOLOGIES HLDGS INC | $460.5M | 4.34% | 5.2M | Trimmed |
| 2 | PRI | PRIMERICA INC | $356.9M | 3.37% | 1.3M | Trimmed |
| 3 | WTW | WILLIS TOWERS WATSON PLC LTD | $286.8M | 2.71% | 877,476 | Trimmed |
| 4 | EME | EMCOR GROUP INC | $275.3M | 2.60% | 443,982 | Trimmed |
| 5 | AWI | ARMSTRONG WORLD INDS INC NEW | $257.2M | 2.43% | 1.3M | Trimmed |
| 6 | KAR | OPENLANE INC | $245.2M | 2.31% | 8.5M | Trimmed |
| 7 | HLI | HOULIHAN LOKEY INC | $243.0M | 2.29% | 1.2M | Trimmed |
| 8 | GOOGL | ALPHABET INC | $238.0M | 2.25% | 1.1M | Trimmed |
| 9 | USFD | US FOODS HLDG CORP | $230.6M | 2.18% | 3.0M | Added |
| 10 | MSFT | MICROSOFT CORP | $230.1M | 2.17% | 454,086 | Trimmed |
| 11 | GNTX | GENTEX CORP | $221.9M | 2.09% | 7.9M | Trimmed |
| 12 | ICE | INTERCONTINENTAL EXCHANGE IN | $219.7M | 2.07% | 1.2M | Trimmed |
| 13 | WH | WYNDHAM HOTELS & RESORTS INC | $212.6M | 2.01% | 2.5M | Trimmed |
| 14 | GMED | GLOBUS MED INC | $212.1M | 2.00% | 3.5M | Trimmed |
| 15 | MDT | MEDTRONIC PLC | $202.7M | 1.91% | 2.2M | Trimmed |
| 16 | JNJ | JOHNSON & JOHNSON | $201.4M | 1.90% | 1.1M | Trimmed |
| 17 | LOPE | GRAND CANYON ED INC | $197.0M | 1.86% | 977,397 | Trimmed |
| 18 | ALSN | ALLISON TRANSMISSION HLDGS I | $193.0M | 1.82% | 2.2M | Trimmed |
| 19 | MDLZ | MONDELEZ INTL INC | $178.1M | 1.68% | 2.9M | Trimmed |
| 20 | ABC | CENCORA INC | $174.9M | 1.65% | 599,753 | Trimmed |
| 21 | ROST | ROSS STORES INC | $172.2M | 1.62% | 1.2M | Trimmed |
| 22 | EA | ELECTRONIC ARTS INC | $167.4M | 1.58% | 973,374 | Trimmed |
| 23 | PAG | PENSKE AUTOMOTIVE GRP INC | $163.4M | 1.54% | 885,860 | Trimmed |
| 24 | NWSA | NEWS CORP NEW | $160.4M | 1.51% | 5.5M | Trimmed |
| 25 | CME | CME GROUP INC | $153.3M | 1.45% | 575,337 | Trimmed |
Source: SEC Form 13F filings · as of 2025-09-30