Burgundy Asset Management Ltd.
Burgundy Asset Management Ltd.
Burgundy Asset Management is an investment management company owned by its employees. The company is based out of Toronto and has another office located in Montreal. Burgundy Asset Management conducts its research internally, evaluating its investments on a company by company basis. The company focuses on a long term perspective and utilizes a contrarian approach to find overlooked companies and avoid investment trends, utilizing a fundamental analysis with a bottom up investment approach. Burgundy Asset Management focuses on defining a “company’s intrinsic value and if and when there is an opportunity to invest at a significant discount to this value” and conducts over 850 one on one company management meetings annually. The company currently invests most heavily in the finance sector, which alone makes up approximately a quarter of its total asset allocations, and also invests in the industrials, consumer staples, consumer discretionary, information technology, energy, health care, and transports sectors, among others to a lesser degree, in order of decreasing allocation. Burgundy Asset Management currently has approximately $20 billion in total assets under management spread across over 2000 accounts, all of which are discretionary. Both its total number of accounts and total assets under management have been increasing in recent years, with its accounts held growing from 1,300 five years ago to its amount today and its total assets under management growing significantly from $5.7 billion back in 2010 to well over three times that amount today. Burgundy Asset Management caters to a variety of clients, including individuals and high net worth individuals, which each make up over a third of its client base, pension and profit sharing plans, charities, corporations, investment advisors, and insurance companies, in order of decreasing clientele. The company currently offers a variety of investment strategies including its Asian Equity, Focus Canadian Equity, European Equity, Foundation Trust, Bond, and Global Focused Opportunities funds.
Holdings MV
5.23B
Last Updated
2026-03-16
Total Holdings
20
Tracker Performance
Burgundy Asset Management Ltd.
0%
S&P 500
0%
Total Return
+2.27%
Annualized Return
+3.10%
1 Day Change
-1.08%
Sharpe Ratio
0.01
Trade Updates
2026-03-16
Ticker
Name
03/16
Sell
4.13%
Fill Price --
4.13%
Ticker
Name
03/16
Sell
3.92%
Fill Price --
3.80%
Ticker
Name
03/16
Buy
7.95%
Fill Price --
8.23%
Ticker
Name
03/16
Sell
5.27%
Fill Price --
5.19%
Ticker
Name
03/16
Buy
5.70%
Fill Price --
5.79%
Ticker
Name
03/16
Sell
6.94%
Fill Price --
6.81%
Ticker
Name
03/16
Buy
3.97%
Fill Price --
4.06%
Ticker
Name
03/16
Buy
3.78%
Fill Price --
3.85%
Ticker
Name
03/16
Sell
4.58%
Fill Price --
4.47%
Ticker
Name
03/16
Buy
3.94%
Fill Price --
4.01%
Ticker
Name
03/16
Sell
4.24%
Fill Price --
4.19%
Ticker
Name
03/16
Buy
3.61%
Fill Price --
3.66%
Ticker
Name
03/16
Buy
4.06%
Fill Price --
4.13%
Ticker
Name
03/16
Sell
6.59%
Fill Price --
6.51%
Ticker
Name
03/16
Sell
4.09%
Fill Price --
4.03%
Ticker
Name
03/16
Buy
8.54%
Fill Price --
8.67%
Ticker
Name
03/16
Sell
4.50%
Fill Price --
4.29%
Ticker
Name
03/16
Sell
5.52%
Fill Price --
5.52%
Current Holdings
Burgundy Asset Management Ltd. maintains a prominent position in the Non-Bank Financials sector (35.69%), which serves as the cornerstone of the portfolio. The remaining capital is allocated across Internet & Media and other industries, balancing sector-specific growth potential with risk management.
Non-Bank Financials
35.69%
Internet & Media
25.43%
Medical Biology
17.82%
Computer
16.78%
Auto
12.61%
Construction Decoration
10.20%
Food & Beverages
4.21%
Commerce
4.16%
Manufacturing
0.00%
Leisure Services
0.00%
Symbol
P&L %
Position Size
Ticker
Name
+61.16%
6.78%
Ticker
Name
+49.74%
4.36%
Ticker
Name
+47.16%
5.36%
Ticker
Name
+35.75%
4.21%
Ticker
Name
+33.96%
4.16%
Ticker
Name
+30.29%
5.93%
Ticker
Name
+29.42%
4.21%
Ticker
Name
+2.30%
3.70%
Ticker
Name
+1.66%
3.77%
Ticker
Name
+0.72%
3.85%
Ticker
Name
-1.04%
4.84%
Ticker
Name
-2.08%
3.99%
Ticker
Name
-4.79%
4.04%
Ticker
Name
-5.11%
5.60%
Ticker
Name
-5.91%
3.54%
Ticker
Name
-6.98%
4.19%
Ticker
Name
-8.41%
6.56%
Ticker
Name
-14.75%
8.70%
Ticker
Name
-20.16%
4.12%
Ticker
Name
-48.98%
8.10%
Disclaimer
This simulated portfolio Tracker is based on holdings disclosed in institutional 13F filings. We select the top 20 holdings and construct a portfolio weighted by their relative proportions. Holdings beyond the top 20 are excluded, as their impact on the portfolio is minimal. Focusing on the top 20 enhances practicality and reflects the institution's stock-picking ability. The portfolio is periodically rebalanced to align with updated 13F filings. Note that 13F disclosures typically have a 45-day delay (e.g., Q2 2025 data is disclosed by mid-August). Users should consider this lag when tracking the portfolio, though institutional holdings are generally long-term, emphasizing strategic rationale behind changes. This portfolio is for illustrative purposes only and does not constitute investment advice. All investment decisions are the user's responsibility. Investing involves risks, including potential loss of principal. Past performance is not indicative of future results.
Frequently Asked Questions
How many stocks does Burgundy Asset Management Ltd. currently hold?
As of the latest update on 2026-03-16, the Burgundy Asset Management Ltd. portfolio consists of 20 individual holdings. The portfolio is actively managed to optimize strategy performance.
How has Burgundy Asset Management Ltd.'s portfolio performed recently?
Over the recent period, Burgundy Asset Management Ltd. has demonstrated significant growth. The portfolio currently shows a Total Return of +2.27%, with an Annualized Return of +3.10%, outperforming standard market benchmarks.
What is the total portfolio value (AUM) of Burgundy Asset Management Ltd.?
The current market value of Burgundy Asset Management Ltd.'s disclosed holdings is approximately $5.23B. This figure reflects the value of assets tracked based on their latest filing.