HoldingsChannel.com
Burgundy Asset Management Ltd. Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
Johnson & Johnson 3,118,947 +431,278 $408,988
     JNJ3,118,947+431,278$408,988
Alphabet Inc. 345,071 +39,256 $400,955
     GOOGL345,071+39,256$400,955
Microsoft Corp. 2,229,955 -616,295 $351,686
     MSFT2,229,955-616,295$351,686
Facebook Inc. 1,889,666 +637,475 $315,196
     FB1,889,666+637,475$315,196
United Technologies Corp. 3,271,793 -47,721 $308,628
     UTX3,271,793-47,721$308,628
Oracle Corp. 5,525,073 +674,687 $267,027
     ORCL5,525,073+674,687$267,027
Truist Financial Corp. 7,841,392 -644,555 $241,829
     TFC7,841,392-644,555$241,829
Walgreens Boots Alliance Inc. 5,029,676 -2,027,142 $230,108
     WBA5,029,676-2,027,142$230,108
SS&C Technologies Holdings Inc. 5,164,096 +931,492 $226,291
     SSNC5,164,096+931,492$226,291
Allison Transmission Holdings Inc. 6,827,147 +950,192 $222,633
     ALSN6,827,147+950,192$222,633
AmerisourceBergen Corp 2,506,172 -22,252 $221,796
     ABC2,506,172-22,252$221,796
AutoZone Inc. 241,776 +101,098 $204,542
     AZO241,776+101,098$204,542
Northern Trust Corp. 2,224,758 -371,332 $167,880
     NTRS2,224,758-371,332$167,880
Berkshire Hathaway Inc.      $158,594
     BRK.A338+9$91,936
     BRK.B364,589-3,065$66,658
L3 Harris Technologies Inc. 777,670 +71,480 $140,074
     LHX777,670+71,480$140,074
Restaurant Brands International Inc. 3,379,998 +1,278,139 $135,109
     QSR3,379,998+1,278,139$135,109
Brookfield Asset Management Inc. 2,835,739 +425,534 $124,687
     BAM2,835,739+425,534$124,687
Generac Holdings Inc. 1,274,210 -79,303 $118,718
     GNRC1,274,210-79,303$118,718
Dollar Tree Inc. 1,592,162 +1,592,162 $116,976
     DLTR1,592,162+1,592,162$116,976
TC Energy Corp. 2,630,162 -1,031,300 $115,963
     TRP2,630,162-1,031,300$115,963
Canadian National Railway Co. 1,431,035 -147,844 $110,987
     CNI1,431,035-147,844$110,987
Booking Holdings Inc. 81,871 -4,980 $110,143
     BKNG81,871-4,980$110,143
Stantec Inc. 4,181,799 -970,389 $106,114
     STN4,181,799-970,389$106,114
Arthur J. Gallagher & Co. 1,269,930 +101,388 $103,512
     AJG1,269,930+101,388$103,512
Enbridge Inc. 3,519,872 -678,370 $101,674
     ENB3,519,872-678,370$101,674
News Corp 11,095,743 +1,072,711 $99,584
     NWSA11,095,743+1,072,711$99,584
Henry Schein Inc. 1,967,849 +1,967,849 $99,416
     HSIC1,967,849+1,967,849$99,416
Primerica Inc. 1,115,677 +62,450 $98,715
     PRI1,115,677+62,450$98,715
Gentex Corp. 4,448,659 -992,831 $98,582
     GNTX4,448,659-992,831$98,582
McDonald&apos s Corp. 573,079 +2,020 $94,759
     MCD573,079+2,020$94,759
Premier Inc. 2,784,402 +623,731 $91,106
     PINC2,784,402+623,731$91,106
PepsiCo Inc. 749,400 -1,367,064 $90,003
     PEP749,400-1,367,064$90,003
American Homes 4 Rent Real Estate Investment Trust 3,709,382 -106,700 $86,058
     AMH3,709,382-106,700$86,058
Nutrien Ltd. 2,527,720 -244,015 $85,718
     NTR2,527,720-244,015$85,718
Royal Bank of Canada 1,371,151 -155,224 $84,248
     RY1,371,151-155,224$84,248
Sabre Corp. 13,869,929 -4,735,801 $82,249
     SABR13,869,929-4,735,801$82,249
Toronto Dominion Bank 1,921,792 -188,824 $81,047
     TD1,921,792-188,824$81,047
Strategic Education Inc. 573,190 -103,502 $80,109
     STRA573,190-103,502$80,109
Bank of Nova Scotia 1,859,238 -165,333 $75,316
     BNS1,859,238-165,333$75,316
Houlihan Lokey Inc. 1,387,236 +318,169 $72,303
     HLI1,387,236+318,169$72,303
Jefferies Financial Group Inc. 5,101,841 +316,225 $69,742
     JEF5,101,841+316,225$69,742
Penske Auto Group Inc. 2,209,061 +69,014 $61,854
     PAG2,209,061+69,014$61,854
Grand Canyon Education Inc. 794,110 +338,521 $60,579
     LOPE794,110+338,521$60,579
Qurate Retail Inc. 8,304,363 +2,129,785 $50,698
     QRTEA8,304,363+2,129,785$50,698
Waddell & Reed Financial Inc. 4,359,669 +1,382,994 $49,613
     WDR4,359,669+1,382,994$49,613
Brown & Brown Inc. 1,249,683 +13,131 $45,264
     BRO1,249,683+13,131$45,264
Equity Commonwealth 1,348,436 +443,899 $42,759
     EQC1,348,436+443,899$42,759
Coca Cola Femsa S.A.B. de C.V. 1,003,658 +238,051 $40,377
     KOF1,003,658+238,051$40,377
Booz Allen Hamilton Holding Corp. 561,803 +311 $38,562
     BAH561,803+311$38,562
RE MAX Holdings Inc. 1,694,533 +58,338 $37,144
     RMAX1,694,533+58,338$37,144

See Full List: All Stocks Held By Burgundy Asset Management Ltd.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Burgundy Asset Management Ltd.

Size ($ in 1000's)
At 03/31/2020: $7,362,768
At 12/31/2019: $10,156,704

Burgundy Asset Management Ltd. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Burgundy Asset Management Ltd. 13F filings. Link to 13F filings: SEC filings

Burgundy Asset Management Ltd. Top Holdings 13F Filings | www.HoldingsChannel.com

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