Burgundy Asset Management LTD.
Burgundy Asset Management Ltd. is a Canadian independent investment management firm headquartered in Toronto, Ontario. Founded in 1990, the firm primarily manages assets for private clients, foundations, endowments, and pensions, with a focus on serving high-net-worth individuals and institutional investors. As of mid-2025, Burgundy reports approximately 121 employees and manages billions in client assets globally.
Investment Strategy
Burgundy Asset Management is known for its disciplined, long-term, value-oriented approach to equity investing. The firm focuses on investing in high-quality companies with attractive valuations, strong business fundamentals, and sustainable competitive advantages. Burgundy emphasizes rigorous research, a bottom-up stock selection process, risk management, and a commitment to client alignment, often holding investments for extended periods to take advantage of compounding returns.
Latest 13F Filing Activity
Burgundy Asset Management LTD. filed their most recent 13F report on Jun 30, 2025 disclosing 107 equity positions with a total 13F market value of $10B. The fund increased holdings in PPG Inds Inc., Emcor Group Inc., Openlane Inc. among other positions. Burgundy Asset Management LTD. reduced exposure to Dollar Tree Inc., Cable One Inc., Sysco Corp. among others.
Top Holdings
Equity Positions (107)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SSNC | SS&C TECHNOLOGIES HLDGS INC | 4.22% | $433.8M | 5,239,571 | $45.89 | $82.80 | +$624.3K |
P PRI | PRIMERICA INC | 3.55% | $364.9M | 1,333,473 | $79.52 | $273.67 | -$7.8M |
E EME | EMCOR GROUP INC | 2.76% | $283.7M | 530,457 | $161.18 | $534.89 | +$93.2M |
W WTW | WILLIS TOWERS WATSON PLC LTD | 2.67% | $274.0M | 894,007 | $222.23 | $306.50 | -$30.6M |
M MSFT | MICROSOFT CORP | 2.46% | $252.7M | 508,021 | $44.32 | $497.41 | +$59.6M |