Sponsored

The Analysis of Burgundy Asset Management Ltd.'s Holdings & P&L

Currently, Burgundy Asset Management Ltd. holds 109 types of securities in its portfolio with a total value $10.5B. In the most recent quarter, they have increased their positions in USFD (+765.0K shares, valued at $59.4M), MKTX (+277.8K shares, valued at $51.1M), DHR (+236.8K shares, valued at $48.7M); decreased their positions in SYY (-798.2K shares, valued at $64.2M), EME (-86.5K shares, valued at $53.6M), EYE (-2.3M shares, valued at $51.7M); initiated new positions in DHR (+236.8K shares, valued at $48.7M), ALGN (+78.6K shares, valued at $11.2M), CP (+3.6K shares, valued at $271.1K).

1M P&L

+661.2M+7.03%

3M P&L

-100.0M-0.98%

HY P&L

+237.1M+2.41%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Software - Application583.1M

5.5%

2Auto Parts462.5M

4.4%

3Software - Infrastructure447.7M

4.3%

Top Industries by Stock Count

1Software - Application4 stocks

3.7%

2Specialty Industrial Machinery4 stocks

3.7%

3N/A4 stocks

3.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SSNC SS&C TECHNOLOGIES HLDGS INC5.2M shares-0.88%2025-09-302025-11-12

PRI PRIMERICA INC1.3M shares-0.64%2025-09-302025-11-12

WTW WILLIS TOWERS WATSON PLC LTD877.5K shares-1.85%2025-09-302025-11-12

EME EMCOR GROUP INC444.0K shares-16.30%2025-09-302025-11-12

AWI ARMSTRONG WORLD INDS INC NEW1.3M shares-0.56%2025-09-302025-11-12

HLI HOULIHAN LOKEY INC1.2M shares-0.52%2025-09-302025-11-12

GOOGL ALPHABET INC1.1M shares-1.94%2025-09-302025-11-12

USFD US FOODS HLDG CORP3.0M shares34.67%2025-09-302025-11-12

Sponsored

MSFT MICROSOFT CORP454.1K shares-10.62%2025-09-302025-11-12

KAR OPENLANE INC7.2M shares-14.55%2025-12-312026-02-12

GNTX GENTEX CORP7.9M shares-0.51%2025-09-302025-11-12

ICE INTERCONTINENTAL EXCHANGE IN1.2M shares-1.81%2025-09-302025-11-12

WH WYNDHAM HOTELS & RESORTS INC2.5M shares-0.47%2025-09-302025-11-12

GMED GLOBUS MED INC3.5M shares-0.59%2025-09-302025-11-12

MDT MEDTRONIC PLC2.2M shares-1.52%2025-09-302025-11-12

JNJ JOHNSON & JOHNSON1.1M shares-1.99%2025-09-302025-11-12

Sponsored

LOPE GRAND CANYON ED INC977.4K shares-0.54%2025-09-302025-11-12

ALSN ALLISON TRANSMISSION HLDGS I2.2M shares-0.80%2025-09-302025-11-12

MDLZ MONDELEZ INTL INC2.9M shares-1.67%2025-09-302025-11-12

COR CENCORA INC599.8K shares-1.76%2025-09-302025-11-12

ROST ROSS STORES INC1.2M shares-1.75%2025-09-302025-11-12

EA ELECTRONIC ARTS INC973.4K shares-1.72%2025-09-302025-11-12

PAG PENSKE AUTOMOTIVE GRP INC885.9K shares-0.50%2025-09-302025-11-12

NWSA NEWS CORP NEW5.5M shares-1.76%2025-09-302025-11-12

Sponsored

CME CME GROUP INC575.3K shares-1.95%2025-09-302025-11-12

AMH AMERICAN HOMES 4 RENT4.3M shares-0.50%2025-09-302025-11-12

AMZN AMAZON COM INC665.2K shares-1.74%2025-09-302025-11-12

HSIC HENRY SCHEIN INC2.2M shares-1.66%2025-09-302025-11-12

CBZ CBIZ INC2.3M shares-0.24%2025-09-302025-11-12

KVUE KENVUE INC7.0M shares-1.66%2025-09-302025-11-12

TD TORONTO DOMINION BK ONT1.9M shares-0.64%2025-09-302025-11-12

NYT NEW YORK TIMES CO2.4M shares-0.50%2025-09-302025-11-12

Sponsored

WAB WABTEC718.8K shares12.08%2025-09-302025-11-12

SSD SIMPSON MFG INC689.9K shares-0.56%2025-09-302025-11-12

MKTX MARKETAXESS HLDGS INC692.2K shares67.05%2025-09-302025-11-12

LNW LIGHT & WONDER INC1.4M shares-16.66%2025-09-302025-11-12

GNRC GENERAC HLDGS INC648.4K shares-0.51%2025-09-302025-11-12

MA MASTERCARD INCORPORATED200.5K shares-1.82%2025-09-302025-11-12

RCI ROGERS COMMUNICATIONS INC3.3M shares-20.16%2025-09-302025-11-12

BRK.A BERKSHIRE HATHAWAY INC DEL154 shares0.00%2025-09-302025-11-12

Sponsored

EEFT EURONET WORLDWIDE INC1.2M shares-0.52%2025-09-302025-11-12

QSR RESTAURANT BRANDS INTL INC1.7M shares9.85%2025-09-302025-11-12

STRA STRATEGIC ED INC1.4M shares-4.87%2025-12-312026-02-12

NKE NIKE INC1.4M shares-1.61%2025-09-302025-11-12

ORCL ORACLE CORP463.2K shares-1.97%2025-09-302025-11-12

TFC TRUIST FINL CORP2.0M shares-1.95%2025-09-302025-11-12

STN STANTEC INC858.1K shares-0.30%2025-09-302025-11-12

RY ROYAL BK CDA639.1K shares-0.13%2025-09-302025-11-12

Sponsored

IAC IAC INC2.5M shares-0.63%2025-09-302025-11-12

HLMN HILLMAN SOLUTIONS CORP10.6M shares-4.67%2025-12-312026-02-27

PPG PPG INDS INC814.6K shares-1.12%2025-09-302025-11-12

GGG GRACO INC987.3K shares-0.44%2025-09-302025-11-12

PG PROCTER AND GAMBLE CO530.1K shares-1.77%2025-09-302025-11-12

CNI CANADIAN NATL RY CO845.5K shares19.29%2025-09-302025-11-12

GIB CGI INC799.2K shares27.27%2025-09-302025-11-12

CARR CARRIER GLOBAL CORPORATION1.2M shares-13.56%2025-09-302025-11-12

Sponsored

BNS BANK NOVA SCOTIA HALIFAX1.2M shares-0.13%2025-09-302025-11-12

BN BROOKFIELD CORP1.1M shares-0.32%2025-09-302025-11-12

CIGI COLLIERS INTL GROUP INC424.8K shares-0.40%2025-09-302025-11-12

NWS NEWS CORP NEW1.9M shares-1.72%2025-09-302025-11-12

SKY CHAMPION HOMES INC844.4K shares1.11%2025-09-302025-11-12

SYY SYSCO CORP754.0K shares-51.42%2025-09-302025-11-12

DHI D R HORTON INC350.7K shares-3.22%2025-09-302025-11-12

DV DOUBLEVERIFY HLDGS INC3.6M shares-0.46%2025-09-302025-11-12

Sponsored

ALRM ALARM COM HLDGS INC999.2K shares1.35%2025-09-302025-11-12

TSLX SIXTH STREET SPECIALTY LENDI2.4M shares-0.71%2025-09-302025-11-12

CABO CABLE ONE INC452.0K shares-4.26%2025-12-312026-02-12

ATS ATS CORPORATION1.8M shares-0.25%2025-09-302025-11-12

DLTR DOLLAR TREE INC452.8K shares-1.70%2025-09-302025-11-12

DHR DANAHER CORPORATION236.8K sharesnew addition2025-09-302025-11-12

AZO AUTOZONE INC11.3K shares-1.90%2025-09-302025-11-12

BRK.B BERKSHIRE HATHAWAY INC DEL93.7K shares-4.10%2025-09-302025-11-12

Sponsored

CRL CHARLES RIV LABS INTL INC278.3K shares-0.66%2025-09-302025-11-12

WCN WASTE CONNECTIONS INC224.0K shares-0.30%2025-09-302025-11-12

EL LAUDER ESTEE COS INC440.2K shares-1.85%2025-09-302025-11-12

ATAT ATOUR LIFESTYLE HLDGS LTD774.8K shares22.26%2025-09-302025-11-12

KLC KINDERCARE LEARNING COMPANIE3.9M shares47.45%2025-09-302025-11-12

LH LABCORP HOLDINGS INC93.4K shares-2.50%2025-09-302025-11-12

SNX TD SYNNEX CORPORATION159.0K shares-0.52%2025-09-302025-11-12

IBP INSTALLED BLDG PRODS INC76.5K shares-0.62%2025-09-302025-11-12

Sponsored

BA BOEING CO85.0K shares0.00%2025-09-302025-11-12

JEF JEFFERIES FINL GROUP INC294.9K shares-1.69%2025-09-302025-11-12

MCD MCDONALDS CORP60.6K shares0.00%2025-09-302025-11-12

MMM 3M CO110.0K shares0.00%2025-09-302025-11-12

CPRT COPART INC319.1K shares-2.47%2025-09-302025-11-12

LSTR LANDSTAR SYS INC85.4K shares19.25%2025-09-302025-11-12

ALGN ALIGN TECHNOLOGY INC78.6K sharesnew addition2025-09-302025-11-12

NTR NUTRIEN LTD165.0K shares0.00%2025-09-302025-11-12

Sponsored

ENB ENBRIDGE INC164.8K shares3.16%2025-09-302025-11-12

EYE NATIONAL VISION HLDGS INC251.6K shares-89.96%2025-09-302025-11-12

YMM FULL TRUCK ALLIANCE CO LTD408.7K shares-61.21%2025-09-302025-11-12

TU TELUS CORPORATION206.6K shares4.82%2025-09-302025-11-12

BIPC BROOKFIELD INFRASTRUCTURE CO70.8K shares7.57%2025-09-302025-11-12

CNQ CANADIAN NAT RES LTD89.1K shares18.58%2025-09-302025-11-12

KMX CARMAX INC41.5K shares62.84%2025-09-302025-11-12

GRANITE REAL ESTATE INVT TR GRANITE REAL ESTATE INVT TR40.7K shares0.00%2025-09-302025-11-12

Sponsored

BAM BROOKFIELD ASSET MANAGMT LTD35.9K shares-11.01%2025-09-302025-11-12

TRP TC ENERGY CORP41.4K shares0.00%2025-09-302025-11-12

VGK VANGUARD INTL EQUITY INDEX F19.1K shares1.19%2025-09-302025-11-12

CW CURTISS WRIGHT CORP1.8K shares0.00%2025-09-302025-11-12

YUMC YUM CHINA HLDGS INC11.6K shares12.05%2025-09-302025-11-12

CDW CDW CORP2.6K shares0.00%2025-09-302025-11-12

FAF FIRST AMERN FINL CORP6.4K shares0.00%2025-09-302025-11-12

TME TENCENT MUSIC ENTMT GROUP12.0K shares-32.77%2025-09-302025-11-12

Sponsored

TRI THOMSON REUTERS CORP1.6K shares0.00%2025-09-302025-11-12

META META PLATFORMS INC375 shares0.00%2025-09-302025-11-12

CP CANADIAN PACIFIC KANSAS CITY3.6K sharesnew addition2025-09-302025-11-12

SOBO SOUTH BOW CORP8.3K shares0.00%2025-09-302025-11-12

MIDD MIDDLEBY CORP1.6K shares0.00%2025-09-302025-11-12

SSNC

SS&C TECHNOLOGIES HLDGS INC

-0.88%

Shares5.2M

Event2025-09-30

Filed2025-11-12

PRI

PRIMERICA INC

-0.64%

Shares1.3M

Event2025-09-30

Filed2025-11-12

WTW

WILLIS TOWERS WATSON PLC LTD

-1.85%

Shares877.5K

Event2025-09-30

Filed2025-11-12

EME

EMCOR GROUP INC

-16.30%

Shares444.0K

Event2025-09-30

Filed2025-11-12

AWI

ARMSTRONG WORLD INDS INC NEW

-0.56%

Shares1.3M

Event2025-09-30

Filed2025-11-12

HLI

HOULIHAN LOKEY INC

-0.52%

Shares1.2M

Event2025-09-30

Filed2025-11-12

GOOGL

ALPHABET INC

-1.94%

Shares1.1M

Event2025-09-30

Filed2025-11-12

USFD

US FOODS HLDG CORP

34.67%

Shares3.0M

Event2025-09-30

Filed2025-11-12

MSFT

MICROSOFT CORP

-10.62%

Shares454.1K

Event2025-09-30

Filed2025-11-12

KAR

OPENLANE INC

-14.55%

Shares7.2M

Event2025-12-31

Filed2026-02-12

GNTX

GENTEX CORP

-0.51%

Shares7.9M

Event2025-09-30

Filed2025-11-12

ICE

INTERCONTINENTAL EXCHANGE IN

-1.81%

Shares1.2M

Event2025-09-30

Filed2025-11-12

WYNDHAM HOTELS & RESORTS INC

-0.47%

Shares2.5M

Event2025-09-30

Filed2025-11-12

GMED

GLOBUS MED INC

-0.59%

Shares3.5M

Event2025-09-30

Filed2025-11-12

MDT

MEDTRONIC PLC

-1.52%

Shares2.2M

Event2025-09-30

Filed2025-11-12

JNJ

JOHNSON & JOHNSON

-1.99%

Shares1.1M

Event2025-09-30

Filed2025-11-12

LOPE

GRAND CANYON ED INC

-0.54%

Shares977.4K

Event2025-09-30

Filed2025-11-12

ALSN

ALLISON TRANSMISSION HLDGS I

-0.80%

Shares2.2M

Event2025-09-30

Filed2025-11-12

MDLZ

MONDELEZ INTL INC

-1.67%

Shares2.9M

Event2025-09-30

Filed2025-11-12

COR

CENCORA INC

-1.76%

Shares599.8K

Event2025-09-30

Filed2025-11-12

ROST

ROSS STORES INC

-1.75%

Shares1.2M

Event2025-09-30

Filed2025-11-12

ELECTRONIC ARTS INC

-1.72%

Shares973.4K

Event2025-09-30

Filed2025-11-12

PAG

PENSKE AUTOMOTIVE GRP INC

-0.50%

Shares885.9K

Event2025-09-30

Filed2025-11-12

NWSA

NEWS CORP NEW

-1.76%

Shares5.5M

Event2025-09-30

Filed2025-11-12

CME

CME GROUP INC

-1.95%

Shares575.3K

Event2025-09-30

Filed2025-11-12

AMH

AMERICAN HOMES 4 RENT

-0.50%

Shares4.3M

Event2025-09-30

Filed2025-11-12

AMZN

AMAZON COM INC

-1.74%

Shares665.2K

Event2025-09-30

Filed2025-11-12

HSIC

HENRY SCHEIN INC

-1.66%

Shares2.2M

Event2025-09-30

Filed2025-11-12

CBZ

CBIZ INC

-0.24%

Shares2.3M

Event2025-09-30

Filed2025-11-12

KVUE

KENVUE INC

-1.66%

Shares7.0M

Event2025-09-30

Filed2025-11-12

TORONTO DOMINION BK ONT

-0.64%

Shares1.9M

Event2025-09-30

Filed2025-11-12

NYT

NEW YORK TIMES CO

-0.50%

Shares2.4M

Event2025-09-30

Filed2025-11-12

WAB

WABTEC

12.08%

Shares718.8K

Event2025-09-30

Filed2025-11-12

SSD

SIMPSON MFG INC

-0.56%

Shares689.9K

Event2025-09-30

Filed2025-11-12

MKTX

MARKETAXESS HLDGS INC

67.05%

Shares692.2K

Event2025-09-30

Filed2025-11-12

LNW

LIGHT & WONDER INC

-16.66%

Shares1.4M

Event2025-09-30

Filed2025-11-12

GNRC

GENERAC HLDGS INC

-0.51%

Shares648.4K

Event2025-09-30

Filed2025-11-12

MASTERCARD INCORPORATED

-1.82%

Shares200.5K

Event2025-09-30

Filed2025-11-12

RCI

ROGERS COMMUNICATIONS INC

-20.16%

Shares3.3M

Event2025-09-30

Filed2025-11-12

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares154

Event2025-09-30

Filed2025-11-12

EEFT

EURONET WORLDWIDE INC

-0.52%

Shares1.2M

Event2025-09-30

Filed2025-11-12

QSR

RESTAURANT BRANDS INTL INC

9.85%

Shares1.7M

Event2025-09-30

Filed2025-11-12

STRA

STRATEGIC ED INC

-4.87%

Shares1.4M

Event2025-12-31

Filed2026-02-12

NKE

NIKE INC

-1.61%

Shares1.4M

Event2025-09-30

Filed2025-11-12

ORCL

ORACLE CORP

-1.97%

Shares463.2K

Event2025-09-30

Filed2025-11-12

TFC

TRUIST FINL CORP

-1.95%

Shares2.0M

Event2025-09-30

Filed2025-11-12

STN

STANTEC INC

-0.30%

Shares858.1K

Event2025-09-30

Filed2025-11-12

ROYAL BK CDA

-0.13%

Shares639.1K

Event2025-09-30

Filed2025-11-12

IAC

IAC INC

-0.63%

Shares2.5M

Event2025-09-30

Filed2025-11-12

HLMN

HILLMAN SOLUTIONS CORP

-4.67%

Shares10.6M

Event2025-12-31

Filed2026-02-27

PPG

PPG INDS INC

-1.12%

Shares814.6K

Event2025-09-30

Filed2025-11-12

GGG

GRACO INC

-0.44%

Shares987.3K

Event2025-09-30

Filed2025-11-12

PROCTER AND GAMBLE CO

-1.77%

Shares530.1K

Event2025-09-30

Filed2025-11-12

CNI

CANADIAN NATL RY CO

19.29%

Shares845.5K

Event2025-09-30

Filed2025-11-12

GIB

CGI INC

27.27%

Shares799.2K

Event2025-09-30

Filed2025-11-12

CARR

CARRIER GLOBAL CORPORATION

-13.56%

Shares1.2M

Event2025-09-30

Filed2025-11-12

BNS

BANK NOVA SCOTIA HALIFAX

-0.13%

Shares1.2M

Event2025-09-30

Filed2025-11-12

BROOKFIELD CORP

-0.32%

Shares1.1M

Event2025-09-30

Filed2025-11-12

CIGI

COLLIERS INTL GROUP INC

-0.40%

Shares424.8K

Event2025-09-30

Filed2025-11-12

NWS

NEWS CORP NEW

-1.72%

Shares1.9M

Event2025-09-30

Filed2025-11-12

SKY

CHAMPION HOMES INC

1.11%

Shares844.4K

Event2025-09-30

Filed2025-11-12

SYY

SYSCO CORP

-51.42%

Shares754.0K

Event2025-09-30

Filed2025-11-12

DHI

D R HORTON INC

-3.22%

Shares350.7K

Event2025-09-30

Filed2025-11-12

DOUBLEVERIFY HLDGS INC

-0.46%

Shares3.6M

Event2025-09-30

Filed2025-11-12

ALRM

ALARM COM HLDGS INC

1.35%

Shares999.2K

Event2025-09-30

Filed2025-11-12

TSLX

SIXTH STREET SPECIALTY LENDI

-0.71%

Shares2.4M

Event2025-09-30

Filed2025-11-12

CABO

CABLE ONE INC

-4.26%

Shares452.0K

Event2025-12-31

Filed2026-02-12

ATS

ATS CORPORATION

-0.25%

Shares1.8M

Event2025-09-30

Filed2025-11-12

DLTR

DOLLAR TREE INC

-1.70%

Shares452.8K

Event2025-09-30

Filed2025-11-12

DHR

DANAHER CORPORATION

New

Shares236.8K

Event2025-09-30

Filed2025-11-12

AZO

AUTOZONE INC

-1.90%

Shares11.3K

Event2025-09-30

Filed2025-11-12

BRK.B

BERKSHIRE HATHAWAY INC DEL

-4.10%

Shares93.7K

Event2025-09-30

Filed2025-11-12

CRL

CHARLES RIV LABS INTL INC

-0.66%

Shares278.3K

Event2025-09-30

Filed2025-11-12

WCN

WASTE CONNECTIONS INC

-0.30%

Shares224.0K

Event2025-09-30

Filed2025-11-12

LAUDER ESTEE COS INC

-1.85%

Shares440.2K

Event2025-09-30

Filed2025-11-12

ATAT

ATOUR LIFESTYLE HLDGS LTD

22.26%

Shares774.8K

Event2025-09-30

Filed2025-11-12

KLC

KINDERCARE LEARNING COMPANIE

47.45%

Shares3.9M

Event2025-09-30

Filed2025-11-12

LABCORP HOLDINGS INC

-2.50%

Shares93.4K

Event2025-09-30

Filed2025-11-12

SNX

TD SYNNEX CORPORATION

-0.52%

Shares159.0K

Event2025-09-30

Filed2025-11-12

IBP

INSTALLED BLDG PRODS INC

-0.62%

Shares76.5K

Event2025-09-30

Filed2025-11-12

BOEING CO

0.00%

Shares85.0K

Event2025-09-30

Filed2025-11-12

JEF

JEFFERIES FINL GROUP INC

-1.69%

Shares294.9K

Event2025-09-30

Filed2025-11-12

MCD

MCDONALDS CORP

0.00%

Shares60.6K

Event2025-09-30

Filed2025-11-12

MMM

3M CO

0.00%

Shares110.0K

Event2025-09-30

Filed2025-11-12

CPRT

COPART INC

-2.47%

Shares319.1K

Event2025-09-30

Filed2025-11-12

LSTR

LANDSTAR SYS INC

19.25%

Shares85.4K

Event2025-09-30

Filed2025-11-12

ALGN

ALIGN TECHNOLOGY INC

New

Shares78.6K

Event2025-09-30

Filed2025-11-12

NTR

NUTRIEN LTD

0.00%

Shares165.0K

Event2025-09-30

Filed2025-11-12

ENB

ENBRIDGE INC

3.16%

Shares164.8K

Event2025-09-30

Filed2025-11-12

EYE

NATIONAL VISION HLDGS INC

-89.96%

Shares251.6K

Event2025-09-30

Filed2025-11-12

YMM

FULL TRUCK ALLIANCE CO LTD

-61.21%

Shares408.7K

Event2025-09-30

Filed2025-11-12

TELUS CORPORATION

4.82%

Shares206.6K

Event2025-09-30

Filed2025-11-12

BIPC

BROOKFIELD INFRASTRUCTURE CO

7.57%

Shares70.8K

Event2025-09-30

Filed2025-11-12

CNQ

CANADIAN NAT RES LTD

18.58%

Shares89.1K

Event2025-09-30

Filed2025-11-12

KMX

CARMAX INC

62.84%

Shares41.5K

Event2025-09-30

Filed2025-11-12

GRANITE REAL ESTATE INVT TR

0.00%

Shares40.7K

Event2025-09-30

Filed2025-11-12

BAM

BROOKFIELD ASSET MANAGMT LTD

-11.01%

Shares35.9K

Event2025-09-30

Filed2025-11-12

TRP

TC ENERGY CORP

0.00%

Shares41.4K

Event2025-09-30

Filed2025-11-12

VGK

VANGUARD INTL EQUITY INDEX F

1.19%

Shares19.1K

Event2025-09-30

Filed2025-11-12

CURTISS WRIGHT CORP

0.00%

Shares1.8K

Event2025-09-30

Filed2025-11-12

YUMC

YUM CHINA HLDGS INC

12.05%

Shares11.6K

Event2025-09-30

Filed2025-11-12

CDW

CDW CORP

0.00%

Shares2.6K

Event2025-09-30

Filed2025-11-12

FAF

FIRST AMERN FINL CORP

0.00%

Shares6.4K

Event2025-09-30

Filed2025-11-12

TME

TENCENT MUSIC ENTMT GROUP

-32.77%

Shares12.0K

Event2025-09-30

Filed2025-11-12

TRI

THOMSON REUTERS CORP

0.00%

Shares1.6K

Event2025-09-30

Filed2025-11-12