Burgundy Asset Management Ltd. Top Holdings and 13F Report (2025) About Burgundy Asset Management Ltd.Investment ActivityBurgundy Asset Management Ltd. has $10.28 billion in total holdings as of June 30, 2025.Burgundy Asset Management Ltd. owns shares of 109 different stocks, but just 48 companies or ETFs make up 80% of its holdings.Approximately 5.68% of the portfolio was purchased this quarter.About 4.29% of the portfolio was sold this quarter.This quarter, Burgundy Asset Management Ltd. has purchased 109 new stocks and bought additional shares in 44 stocks.Burgundy Asset Management Ltd. sold shares of 49 stocks and completely divested from 6 stocks this quarter.Largest Holdings SS&C Technologies $433,836,479Primerica $364,931,556EMCOR Group $283,736,145Willis Towers Watson Public $274,013,145Microsoft $252,694,726 Largest New Holdings this Quarter 693506107 - PPG Industries $93,718,511 Holding23331A109 - D.R. Horton $46,716,483 Holding47233W109 - Jefferies Financial Group $16,404,703 Holding45780R101 - Installed Building Products $13,880,132 Holding143130102 - CarMax $1,711,167 Holding Largest Purchases this Quarter PPG Industries 823,899 shares (about $93.72M)D.R. Horton 362,368 shares (about $46.72M)Charles River Laboratories International 277,450 shares (about $42.10M)US Foods 522,586 shares (about $40.24M)Globus Medical 679,691 shares (about $40.12M) Largest Sales this Quarter Dollar Tree 1,218,380 shares (about $120.67M)National Vision 2,490,126 shares (about $57.30M)Cencora 157,024 shares (about $47.08M)Sysco 463,846 shares (about $35.13M)DoubleVerify 1,601,092 shares (about $23.97M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBurgundy Asset Management Ltd. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSSNCSS&C Technologies$433,836,479$4,410,259 ▲1.0%5,239,5714.2%Computer and TechnologyPRIPrimerica$364,931,556$6,418,656 ▲1.8%1,333,4733.6%FinanceEMEEMCOR Group$283,736,145$7,988,582 ▲2.9%530,4572.8%ConstructionWTWWillis Towers Watson Public$274,013,145$2,246,645 ▼-0.8%894,0072.7%FinanceMSFTMicrosoft$252,694,726$3,103,341 ▼-1.2%508,0212.5%Computer and TechnologyKAROPENLANE$251,982,360$9,299,949 ▲3.8%10,306,0272.5%Auto/Tires/TrucksICEIntercontinental Exchange$232,417,961$1,872,128 ▼-0.8%1,266,7902.3%FinanceHLIHoulihan Lokey$220,612,582$6,504,113 ▲3.0%1,225,9662.1%FinanceAWIArmstrong World Industries$214,595,910$6,186,040 ▲3.0%1,321,0782.1%ConstructionALSNAllison Transmission$211,704,593$545,433 ▼-0.3%2,228,7042.1%Auto/Tires/TrucksGMEDGlobus Medical$205,474,471$40,115,363 ▲24.3%3,481,4382.0%MedicalGOOGLAlphabet$200,914,889$2,308,965 ▼-1.1%1,140,0722.0%Computer and TechnologyWHWyndham Hotels & Resorts$200,261,261$7,837,333 ▲4.1%2,465,9681.9%Consumer DiscretionaryMDLZMondelez International$198,831,126$759,712 ▼-0.4%2,948,2671.9%Consumer StaplesMDTMedtronic$193,356,223$9,226,596 ▲5.0%2,218,1511.9%MedicalLOPEGrand Canyon Education$185,729,922$6,907,194 ▲3.9%982,6981.8%Consumer DiscretionaryCORCencora$183,051,828$47,083,646 ▼-20.5%610,4781.8%MedicalJNJJohnson & Johnson$177,202,220$1,412,479 ▼-0.8%1,160,0801.7%MedicalGNTXGentex$175,140,564$5,197,249 ▲3.1%7,964,5551.7%Auto/Tires/TrucksUSFDUS Foods$169,941,047$40,244,348 ▲31.0%2,206,7401.7%Consumer StaplesCBZCBIZ$166,453,109$7,237,834 ▲4.5%2,321,1981.6%Business ServicesNWSANews$165,023,807$1,977,836 ▼-1.2%5,552,6181.6%Consumer DiscretionaryCMECME Group$161,723,894$1,716,286 ▼-1.1%586,7641.6%FinanceHSICHenry Schein$161,257,364$2,040,725 ▼-1.2%2,207,4931.6%MedicalEAElectronic Arts$158,175,983$22,082,677 ▼-12.3%990,4571.5%Consumer DiscretionaryLNWLight & Wonder$157,150,418$5,580,481 ▲3.7%1,632,5621.5%Consumer DiscretionaryAMHAmerican Homes 4 Rent$154,384,902$6,090,456 ▲4.1%4,280,1471.5%FinancePAGPenske Automotive Group$152,972,064$4,609,147 ▲3.1%890,3561.5%Retail/WholesaleROSTRoss Stores$151,985,289$1,622,945 ▼-1.1%1,191,2941.5%Retail/WholesaleKVUEKenvue$149,624,300$12,408,434 ▲9.0%7,148,7961.5%Consumer StaplesAMZNAmazon.com$148,512,989$1,583,118 ▼-1.1%676,9361.4%Retail/WholesaleTDToronto Dominion Bank$140,110,633$1,855,424 ▼-1.3%1,908,4671.4%FinanceWABWabtec$134,252,805$35,075,336 ▲35.4%641,2841.3%TransportationNYTNew York Times$132,606,488$2,440,448 ▲1.9%2,368,8191.3%Consumer StaplesSTRAStrategic Education$129,765,106$4,127,613 ▲3.3%1,524,3171.3%Consumer DiscretionaryRCIRogers Communication$123,528,484$19,616,137 ▲18.9%4,172,5461.2%UtilitiesEEFTEuronet Worldwide$123,443,431$4,684,263 ▲3.9%1,217,6311.2%FinanceSYYSysco$117,559,690$35,131,696 ▼-23.0%1,552,1481.1%Consumer StaplesMAMastercard$114,785,236$1,343,037 ▼-1.2%204,2661.1%Business ServicesBRK.ABerkshire Hathaway$112,235,200$3,644,000 ▼-3.1%1541.1%FinanceSSDSimpson Manufacturing$107,750,195$3,143,474 ▲3.0%693,7751.0%ConstructionQSRRestaurant Brands International$105,016,475$423,215 ▼-0.4%1,586,1101.0%Retail/WholesaleORCLOracle$103,297,209$1,216,020 ▼-1.2%472,4751.0%Computer and TechnologyCARRCarrier Global$98,681,199$1,178,432 ▼-1.2%1,348,2881.0%ConstructionNKENIKE$98,495,255$1,416,253 ▼-1.4%1,386,4761.0%Consumer DiscretionaryIACIAC$94,014,540$39,918,103 ▲73.8%2,517,7970.9%Multi-Sector ConglomeratesPPGPPG Industries$93,718,511$93,718,511 ▲New Holding823,8990.9%Basic MaterialsSTNStantec$93,480,898$12,554,921 ▼-11.8%860,7370.9%Business ServicesGNRCGenerac$93,326,950$16,816,721 ▲22.0%651,6790.9%IndustrialsMKTXMarketAxess$92,545,396$2,648,589 ▲2.9%414,3700.9%FinanceTFCTruist Financial$87,973,317$852,320 ▼-1.0%2,046,3670.9%FinancePGProcter & Gamble$85,980,543$720,923 ▼-0.8%539,6720.8%Consumer StaplesGGGGraco$85,256,621$3,412,235 ▲4.2%991,7020.8%IndustrialsRYRoyal Bank Of Canada$84,185,670$299,403 ▼-0.4%639,9620.8%FinanceHLMNHillman Solutions$79,986,264$12,228,592 ▲18.0%11,202,5580.8%ConstructionCNICanadian National Railway$73,715,331$315,648 ▼-0.4%708,7840.7%TransportationBNBrookfield$68,844,964$225,357 ▼-0.3%1,114,4370.7%FinanceBNSBank of Nova Scotia$66,276,835$227,949 ▼-0.3%1,200,8110.6%FinanceNWSNews$66,201,385$710,766 ▼-1.1%1,929,5070.6%Consumer DiscretionaryGIBCGI Group$65,830,711$196,544 ▼-0.3%628,0150.6%Computer and TechnologyCABOCable One$64,473,081$9,822,730 ▲18.0%474,7300.6%Consumer DiscretionaryATSATS$57,686,658$1,380,452 ▲2.5%1,812,1470.6%IndustrialsEYENational Vision$57,662,554$57,297,799 ▼-49.8%2,505,9780.6%Consumer StaplesTSLXSixth Street Specialty Lending$56,643,228$760,063 ▲1.4%2,378,9680.6%FinanceALRMAlarm.com$55,771,345$5,856,749 ▲11.7%985,8820.5%IndustrialsCIGIColliers International Group$55,699,571$221,359 ▼-0.4%426,5060.5%FinanceDVDoubleVerify$54,264,394$23,968,347 ▼-30.6%3,624,8760.5%Computer and TechnologySKYChampion Homes$52,290,369$1,438,277 ▲2.8%835,1760.5%ConstructionBRK.BBerkshire Hathaway$47,461,672$523,174 ▼-1.1%97,7040.5%FinanceDHID.R. Horton$46,716,483$46,716,483 ▲New Holding362,3680.5%ConstructionDLTRDollar Tree$45,620,993$120,668,354 ▼-72.6%460,6320.4%Retail/WholesaleAZOAutoZone$42,850,271$664,489 ▼-1.5%11,5430.4%Retail/WholesaleCRLCharles River Laboratories International$42,510,194$42,097,488 ▲10,200.4%280,1700.4%MedicalWCNWaste Connections$41,901,947$178,251 ▼-0.4%224,7290.4%Business ServicesELEstee Lauder Companies$36,243,002$307,121 ▼-0.8%448,5520.4%Consumer StaplesKLCKinderCare Learning Companies$26,847,406$3,926,011 ▲17.1%2,658,1590.3%Consumer DiscretionaryLABCORP HOLDINGS INC$25,159,483$52,239 ▲0.2%95,8420.2%COM SHSSNXTD SYNNEX$21,684,453$845,818 ▲4.1%159,7970.2%Computer and TechnologyATATAtour Lifestyle$20,603,993$1,590,747 ▲8.4%633,7740.2%Consumer DiscretionaryBABoeing$17,810,0500.0%85,0000.2%AerospaceMCDMcDonald's$17,717,7730.0%60,6420.2%Retail/WholesaleMMM3M$16,746,4000.0%110,0000.2%Multi-Sector ConglomeratesJEFJefferies Financial Group$16,404,703$16,404,703 ▲New Holding299,9580.2%FinanceCPRTCopart$16,052,171$22,256,827 ▼-58.1%327,1280.2%Business ServicesHDBHDFC Bank$15,023,947$605,080 ▼-3.9%195,9560.1%FinanceIBPInstalled Building Products$13,880,132$13,880,132 ▲New Holding76,9750.1%ConstructionYMMFull Truck Alliance$12,441,906$736,460 ▲6.3%1,053,5060.1%Business ServicesEVRIEveri$11,567,124$425,933 ▲3.8%812,2980.1%Business ServicesLSTRLandstar System$9,953,832$9,578,061 ▲2,548.9%71,6000.1%TransportationNTRNutrien$9,596,7240.0%165,0000.1%Basic MaterialsENBEnbridge$7,229,169$83,236 ▼-1.1%159,7200.1%EnergyLOWLowe's Companies$6,687,606$69,667 ▼-1.0%30,1420.1%Retail/WholesaleTUTELUS$3,159,2780.0%197,0820.0%UtilitiesBROOKFIELD INFRASTRUCTURE CO$2,732,011$236,060 ▲9.5%65,7830.0%COM SUB VTG ACNQCanadian Natural Resources$2,357,1010.0%75,1350.0%EnergyBAMBrookfield Asset Management$2,226,472$396,215 ▼-15.1%40,3020.0%FinanceGRANITE REAL ESTATE INVT TR$2,065,927$50,555 ▲2.5%40,7420.0%TR UNIT NEWTRPTC Energy$2,015,557$3,942,915 ▼-66.2%41,3630.0%EnergyKMXCarMax$1,711,167$1,711,167 ▲New Holding25,4600.0%Retail/WholesaleVGKVanguard FTSE Europe ETF$1,465,603$1,465,603 ▲New Holding18,9110.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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