Burgundy Asset Management Ltd. 13F 持仓 · 最近申报 2025年Q3
Burgundy Asset Management 在 2025年Q3（报告期截至 2025-09-30）的 SEC 13F 申报中报告了 109 只证券，申报市值合计 106.00 亿美元。前几大持仓：SSNC（4.34%）、PRI（3.37%）、WTW（2.71%）。本季前 25 大持仓中：增持 1 只、减持 24 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SSNC | SS&C TECHNOLOGIES HLDGS INC | $460.5M | 4.34% | 5.2M | 减持 |
| 2 | PRI | PRIMERICA INC | $356.9M | 3.37% | 1.3M | 减持 |
| 3 | WTW | WILLIS TOWERS WATSON PLC LTD | $286.8M | 2.71% | 877,476 | 减持 |
| 4 | EME | EMCOR GROUP INC | $275.3M | 2.60% | 443,982 | 减持 |
| 5 | AWI | ARMSTRONG WORLD INDS INC NEW | $257.2M | 2.43% | 1.3M | 减持 |
| 6 | OPLN | OPENLANE INC | $245.2M | 2.31% | 8.5M | 减持 |
| 7 | HLI | HOULIHAN LOKEY INC | $243.0M | 2.29% | 1.2M | 减持 |
| 8 | GOOGL | ALPHABET INC | $238.0M | 2.25% | 1.1M | 减持 |
| 9 | USFD | US FOODS HLDG CORP | $230.6M | 2.18% | 3.0M | 增持 |
| 10 | MSFT | MICROSOFT CORP | $230.1M | 2.17% | 454,086 | 减持 |
| 11 | GNTX | GENTEX CORP | $221.9M | 2.09% | 7.9M | 减持 |
| 12 | ICE | INTERCONTINENTAL EXCHANGE IN | $219.7M | 2.07% | 1.2M | 减持 |
| 13 | WH | WYNDHAM HOTELS & RESORTS INC | $212.6M | 2.01% | 2.5M | 减持 |
| 14 | GMED | GLOBUS MED INC | $212.1M | 2.00% | 3.5M | 减持 |
| 15 | MDT | MEDTRONIC PLC | $202.7M | 1.91% | 2.2M | 减持 |
| 16 | JNJ | JOHNSON & JOHNSON | $201.4M | 1.90% | 1.1M | 减持 |
| 17 | LOPE | GRAND CANYON ED INC | $197.0M | 1.86% | 977,397 | 减持 |
| 18 | ALSN | ALLISON TRANSMISSION HLDGS I | $193.0M | 1.82% | 2.2M | 减持 |
| 19 | MDLZ | MONDELEZ INTL INC | $178.1M | 1.68% | 2.9M | 减持 |
| 20 | COR | CENCORA INC | $174.9M | 1.65% | 599,753 | 减持 |
| 21 | ROST | ROSS STORES INC | $172.2M | 1.62% | 1.2M | 减持 |
| 22 | EA | ELECTRONIC ARTS INC | $167.4M | 1.58% | 973,374 | 减持 |
| 23 | PAG | PENSKE AUTOMOTIVE GRP INC | $163.4M | 1.54% | 885,860 | 减持 |
| 24 | NWSA | NEWS CORP NEW | $160.4M | 1.51% | 5.5M | 减持 |
| 25 | CME | CME GROUP INC | $153.3M | 1.45% | 575,337 | 减持 |
来源：SEC 13F 申报文件 · 截至 2025-09-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR