Burgundy Asset Management Ltd. Top Holdings and 13F Report (2024) → A once-in-a-century investment opportunity (From Stansberry Research) (Ad) About Burgundy Asset Management Ltd.Investment ActivityBurgundy Asset Management Ltd. has $9.70 billion in total holdings as of March 31, 2024.Burgundy Asset Management Ltd. owns shares of 101 different stocks, but just 45 companies or ETFs make up 80% of its holdings.Approximately 2.68% of the portfolio was purchased this quarter.About 3.33% of the portfolio was sold this quarter.This quarter, Burgundy Asset Management Ltd. has purchased 106 new stocks and bought additional shares in 47 stocks.Burgundy Asset Management Ltd. sold shares of 45 stocks and completely divested from 8 stocks this quarter.Largest Holdings Microsoft $337,373,264Alphabet $323,058,873Allison Transmission $319,024,783Primerica $308,628,654SS&C Technologies $305,161,563 Largest New Holdings this Quarter HDFC Bank $20,774,945 HoldingLowe's Companies $9,030,433 HoldingEveri $516,510 Holding Largest Purchases this Quarter CME Group 223,709 shares (about $48.16M)Globus Medical 782,285 shares (about $41.96M)HDFC Bank 371,180 shares (about $20.77M)Cable One 42,376 shares (about $17.93M)Kenvue 785,414 shares (about $16.85M) Largest Sales this Quarter Allison Transmission 565,987 shares (about $45.94M)QuidelOrtho 927,719 shares (about $44.47M)Ross Stores 190,309 shares (about $27.93M)Houlihan Lokey 214,464 shares (about $27.49M)Alphabet 120,281 shares (about $18.15M) 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 PortfolioSectorMSFTMicrosoft$337,373,264$14,550,180 ▼-4.1%801,8953.5%Computer and TechnologyGOOGLAlphabet$323,058,873$18,154,011 ▼-5.3%2,140,4553.3%Computer and TechnologyALSNAllison Transmission$319,024,783$45,935,505 ▼-12.6%3,930,8133.3%Auto/Tires/TrucksPRIPrimerica$308,628,654$3,708,900 ▲1.2%1,220,0693.2%FinanceSSNCSS&C Technologies$305,161,563$1,541,662 ▲0.5%4,740,7423.1%Computer and TechnologyWTWWillis Towers Watson Public$284,487,225$2,214,025 ▼-0.8%1,034,4992.9%FinanceICEIntercontinental Exchange$268,519,667$4,277,096 ▲1.6%1,953,8652.8%FinanceDLTRDollar Tree$246,526,426$1,710,312 ▲0.7%1,851,4942.5%Retail/WholesaleEMEEMCOR Group$242,121,626$4,019,946 ▲1.7%691,3812.5%ConstructionCARRCarrier Global$220,078,029$1,468,945 ▼-0.7%3,785,9632.3%Computer and TechnologyCORCencora$217,365,004$1,565,828 ▼-0.7%894,5432.2%MedicalMDLZMondelez International$200,688,740$11,585,210 ▲6.1%2,866,9822.1%Consumer StaplesEAElectronic Arts$195,101,185$1,811,211 ▼-0.9%1,470,5752.0%Consumer DiscretionaryHLIHoulihan Lokey$192,287,051$27,492,140 ▼-12.5%1,500,0162.0%FinanceROSTRoss Stores$190,763,198$27,929,749 ▼-12.8%1,299,8312.0%Retail/WholesaleNWSANews$184,984,398$16,432,872 ▼-8.2%7,065,8671.9%Consumer DiscretionaryJNJJohnson & Johnson$183,787,673$3,781,057 ▲2.1%1,161,8161.9%MedicalMAMastercard$172,204,616$1,359,954 ▼-0.8%357,5901.8%Business ServicesCBZCBIZ$171,114,143$2,221,472 ▲1.3%2,179,7981.8%Business ServicesAMZNAmazon.com$167,985,188$1,142,166 ▼-0.7%931,2851.7%Retail/WholesalePGProcter & Gamble$158,592,236$1,367,605 ▼-0.9%977,4561.6%Consumer StaplesGNTXGentex$152,334,800$1,749,472 ▲1.2%4,217,4641.6%Auto/Tires/TrucksKAROPENLANE$151,819,627$1,467,645 ▲1.0%8,775,7011.6%Auto/Tires/TrucksCMECME Group$146,490,636$48,162,311 ▲49.0%680,4341.5%FinanceAWIArmstrong World Industries$140,911,069$1,662,064 ▲1.2%1,134,3671.5%ConstructionAJGArthur J. Gallagher & Co.$139,152,511$1,477,736 ▲1.1%556,5211.4%FinanceLNWLight & Wonder$134,306,745$1,623,435 ▲1.2%1,315,5721.4%Consumer DiscretionaryAMHAmerican Homes 4 Rent$133,805,346$8,242,398 ▼-5.8%3,637,9921.4%FinanceGMEDGlobus Medical$133,018,457$41,961,768 ▲46.1%2,479,8371.4%MedicalTFCTruist Financial$124,717,523$1,041,273 ▼-0.8%3,199,5261.3%FinancePAGPenske Automotive Group$123,696,536$1,319,085 ▲1.1%763,6061.3%Retail/WholesaleSTRAStrategic Education$123,260,484$4,775,984 ▲4.0%1,183,8311.3%Consumer DiscretionaryHSICHenry Schein$122,637,155$1,035,606 ▼-0.8%1,623,9031.3%MedicalKMTKennametal$122,464,628$1,448,939 ▲1.2%4,910,3701.3%Industrial ProductsSSDSimpson Manufacturing$122,342,884$1,390,505 ▲1.1%596,2711.3%ConstructionEBAYeBay$120,628,848$1,475,940 ▼-1.2%2,285,5031.2%Retail/WholesaleVACMarriott Vacations Worldwide$118,102,891$3,470,845 ▲3.0%1,096,2861.2%Consumer DiscretionaryLOPEGrand Canyon Education$114,302,528$4,101,011 ▲3.7%839,1641.2%Consumer DiscretionaryKVUEKenvue$109,639,891$16,854,984 ▲18.2%5,109,0351.1%Consumer StaplesBRK.ABerkshire Hathaway$103,413,720$634,440 ▼-0.6%1631.1%FinanceWHWyndham Hotels & Resorts$99,308,053$1,363,541 ▲1.4%1,293,9161.0%Consumer DiscretionaryQSRRestaurant Brands International$92,936,398$3,570,085 ▼-3.7%1,170,2681.0%Retail/WholesaleORCLOracle$89,965,148$336,635 ▼-0.4%716,2260.9%Computer and TechnologyHLMNHillman Solutions$88,206,845$1,946,673 ▲2.3%8,290,1170.9%ConstructionCABOCable One$86,352,794$17,930,557 ▲26.2%204,0810.9%Consumer DiscretionarySTNStantec$85,856,527$1,702,671 ▼-1.9%1,034,1080.9%Business ServicesEEFTEuronet Worldwide$83,173,478$1,102,048 ▲1.3%756,6040.9%FinanceBNBrookfield$82,787,780$10,309,416 ▼-11.1%1,978,4590.9%FinanceRCIRogers Communications$79,185,497$1,819,671 ▼-2.2%1,932,6060.8%Consumer DiscretionaryGGGGraco$78,763,789$1,878,079 ▲2.4%842,7540.8%Industrial ProductsEFXEquifax$72,886,092$13,717,891 ▼-15.8%272,4510.8%Business ServicesGIBCGI$72,026,824$2,140,206 ▼-2.9%652,8570.7%Computer and TechnologyEQCEquity Commonwealth$69,080,561$14,905,685 ▲27.5%3,658,9280.7%FinanceRYRoyal Bank of Canada$67,885,963$977,041 ▼-1.4%673,0640.7%FinanceAZOAutoZone$67,470,523$356,136 ▼-0.5%21,4080.7%Retail/WholesaleBAMBrookfield Asset Management$67,319,484$2,775,444 ▼-4.0%1,602,5780.7%FinanceBNSBank of Nova Scotia$64,557,853$1,989,479 ▼-3.0%1,247,9800.7%FinanceSNXTD SYNNEX$63,987,569$692,059 ▲1.1%565,7610.7%Computer and TechnologySKYSkyline Champion$63,246,845$638,935 ▲1.0%743,9930.7%ConstructionCNICanadian National Railway$62,858,825$2,356,343 ▼-3.6%477,3480.6%TransportationNWSNews$61,648,850$580,924 ▼-0.9%2,278,2280.6%Consumer DiscretionaryBRK.BBerkshire Hathaway$57,332,015$2,468,032 ▼-4.1%136,3360.6%FinanceCIGIColliers International Group$54,409,402$710,667 ▼-1.3%445,1260.6%FinanceGNRCGenerac$52,421,640$501,407 ▲1.0%415,5830.5%Computer and TechnologyMAINMain Street Capital$51,528,112$728,196 ▲1.4%1,089,1590.5%FinanceTDToronto-Dominion Bank$51,131,035$181,179 ▼-0.4%847,2030.5%FinanceJEFJefferies Financial Group$46,391,833$505,607 ▲1.1%1,051,9690.5%FinanceTSLXSixth Street Specialty Lending$44,506,231$404,148 ▲0.9%2,076,8190.5%FinanceNYTNew York Times$43,657,775$7,838,552 ▲21.9%1,010,1290.4%Consumer StaplesCPRTCopart$40,311,220$246,739 ▼-0.6%695,9810.4%Business ServicesWCNWaste Connections$40,055,488$558,907 ▼-1.4%232,9910.4%Business ServicesMKTXMarketAxess$39,058,291$438,719 ▲1.1%178,1450.4%FinanceWLYJohn Wiley & Sons$37,071,511$816,058 ▲2.3%972,2400.4%Consumer StaplesGOGOGogo$26,905,616$5,836,970 ▲27.7%3,064,4210.3%Computer and TechnologyMGNIMagnite$26,413,083$278,651 ▲1.1%2,457,0310.3%Computer and TechnologyHDBHDFC Bank$20,774,945$20,774,945 ▲New Holding371,1800.2%FinanceLHLaboratory Co. of America$18,587,888$117,095 ▼-0.6%85,0860.2%MedicalMCDMcDonald's$17,868,017$1,260,598 ▲7.6%63,3730.2%Retail/WholesaleBMOBank of Montreal$15,621,5820.0%160,0000.2%FinanceTRPTC Energy$13,351,851$522,240 ▼-3.8%332,2110.1%Oils/EnergyQDELQuidelOrtho$11,206,742$44,474,849 ▼-79.9%233,7660.1%MedicalBABoeing$9,649,500$2,894,850 ▲42.9%50,0000.1%AerospaceFAFFirst American Financial$9,425,754$56,838 ▼-0.6%154,3940.1%FinanceLOWLowe's Companies$9,030,433$9,030,433 ▲New Holding35,4510.1%Retail/WholesaleATATAtour Lifestyle$7,774,299$40,275 ▲0.5%433,3500.1%Consumer DiscretionaryENBEnbridge$6,954,436$770,567 ▼-10.0%192,4420.1%Oils/EnergyNTRNutrien$5,188,377$570,450 ▲12.4%95,5000.1%Basic MaterialsMMM3M$4,773,150$2,651,750 ▲125.0%45,0000.0%Multi-Sector ConglomeratesCNQCanadian Natural Resources$2,281,514$25,860 ▲1.1%29,9080.0%Oils/EnergyATSATS$1,832,338$2,019 ▼-0.1%54,4530.0%Industrial ProductsYUMCYum China$1,786,173$85,071 ▼-4.5%44,8900.0%Retail/WholesaleTUTELUS$1,636,381$412,671 ▲33.7%102,2860.0%UtilitiesBIPCBrookfield Infrastructure$1,471,995$122,528 ▲9.1%40,8580.0%UtilitiesSUSuncor Energy$1,293,948$1,044,761 ▼-44.7%35,0610.0%Oils/EnergyBABAAlibaba Group$1,245,533$102,245 ▼-7.6%17,2130.0%Retail/WholesaleCWCurtiss-Wright$610,9290.0%2,3870.0%AerospaceEVRIEveri$516,510$516,510 ▲New Holding51,3940.0%Business ServicesLSTRLandstar System$495,9710.0%2,5730.0%TransportationCDWCDW$483,9360.0%1,8920.0%Computer and TechnologyCRLCharles River Laboratories International$290,7290.0%1,0730.0%MedicalShowing largest 100 holdings. 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