StockDriftsStockDriftsTop 16 Burren Capital Advisors Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VRNA | VERONA PHARMA PLC | 20.43% | 63.2K | $6.7M | new | $104.81 | 2025-09-30 | |
| VRNT | VERINT SYS INC | 12.92% | 210.7K | $4.3M | new | $20.45(+0.31%) | 2025-09-30 | |
| TXNM | TXNM ENERGY INC | 10.83% | 63.2K | $3.6M | new | $56.71(+3.89%) | 2025-09-30 | |
| AL | AIR LEASE CORP | 10.49% | 54.4K | $3.5M | new | $61.76(+3.97%) | 2025-09-30 | |
| FYBR | FRONTIER COMMUNICATIONS PARE | 10.04% | 88.7K | $3.3M | +0.00%(+0) | $35.94(+6.11%) | 2025-09-30 | |
| K | KELLANOVA | 6.51% | 54.2K | $2.2M | -35.59%(-29.94K) | $81.66(+2.18%) | 2025-09-30 | |
| ZIMV | ZIMVIE INC | 6.04% | 105.3K | $2.0M | new | $18.40 | 2025-09-30 | |
| AVDX | AVIDXCHANGE HOLDINGS INC | 4.22% | 139.8K | $1.4M | +0.00%(+0) | $9.47 | 2025-09-30 | |
| SNV | SYNOVUS FINL CORP | 3.13% | 21.1K | $1.0M | new | $51.37(+2.62%) | 2025-09-30 | |
| SRDX | SURMODICS INC | 3.05% | 33.7K | $1.0M | -6.09%(-2.18K) | $34.46(+24.74%) | 2025-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (3 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +8.19% |
| Top 20 Holdings Unweighted | — | — | — | — | +12.81% |
Burren Capital Advisors Ltd reports $33.01M in US-listed equity holdings across 16 positions in its most recent 13F filing. Its largest disclosed positions are VRNA (20.4%), VRNT (12.9%) and TXNM (10.8%). The top 20 holdings account for 99.99% of reported assets. Its disclosed equity book has returned +8.19% cumulatively over 3 quarters. 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 Burren Capital Advisors Ltd’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1542952). View Burren Capital Advisors Ltd’s 13F filings on SEC