StockDriftsStockDriftsTop 50 Burgundy Asset Management Ltd. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SSNC | SS&C TECHNOLOGIES HLDGS INC | 4.34% | 5.19M | $460.5M | -0.88%(-46.07K) | $46.01(+90.46%) | 2025-09-30 | |
| PRI | PRIMERICA INC | 3.37% | 1.32M | $356.9M | -0.64%(-8.51K) | $69.04(+274.61%) | 2025-09-30 | |
| WTW | WILLIS TOWERS WATSON PLC LTD | 2.71% | 877.5K | $286.8M | -1.85%(-16.53K) | $219.30(+50.32%) | 2025-09-30 | |
| EME | EMCOR GROUP INC | 2.6% | 444.0K | $275.3M | -16.30%(-86.47K) | $156.57(+291.42%) | 2025-09-30 | |
| AWI | ARMSTRONG WORLD INDS INC NEW | 2.43% | 1.31M | $257.2M | -0.56%(-7.40K) | $90.55(+105.40%) | 2025-09-30 | |
| KAR | OPENLANE INC | 2.31% | 8.48M | $245.2M | -17.74%(-1.83M) | $15.20(+95.34%) | 2025-09-30 | |
| HLI | HOULIHAN LOKEY INC | 2.29% | 1.22M | $243.0M | -0.52%(-6.35K) | $51.98(+240.51%) | 2025-09-30 | |
| GOOGL | ALPHABET INC | 2.25% | 1.12M | $238.0M | -1.94%(-22.16K) | $52.72(+474.70%) | 2025-09-30 | |
| USFD | US FOODS HLDG CORP | 2.18% | 2.97M | $230.6M | +34.67%(+765.04K) | $71.66(+7.31%) | 2025-09-30 | |
| MSFT | MICROSOFT CORP | 2.17% | 454.1K | $230.1M | -10.62%(-53.94K) | $41.36(+1075.10%) | 2025-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (12 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.83% | +67.80% | — | — | +67.80% |
| Top 20 Holdings Unweighted | +18.85% | +67.90% | — | — | +67.90% |
Burgundy Asset Management Ltd. reports $10.60B in US-listed equity holdings across 109 positions in its most recent 13F filing. Its largest disclosed positions are SSNC (4.3%), PRI (3.4%) and WTW (2.7%). The top 20 holdings account for 45.64% of reported assets. Its disclosed equity book has returned +67.80% on a three-year cumulative basis. Figures reflect the Q3 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Burgundy Asset Management Ltd.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1315868). View Burgundy Asset Management Ltd.’s 13F filings on SEC