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Burgundy Asset Management Ltd. Current Holdings: Foreign Stocks

Burgundy Asset Management Ltd. current holdings: Foreign Stocks

Burgundy Asset Management Ltd. reported $0.16 billion in share positions in stocks (depositary receipts and foreign shares traded over the counter), 5 positions, in its Form 13F for the quarter ended 2025-09-30; the largest are LNWO, ATAT, YMM.

  • LNWO: Country of operation United States; Class COM; Shares 1,360,624; Value $125,816,901.
  • ATAT: Country of operation —; Class SPONSORED ADS; Shares 774,823; Value $30,156,111.
  • YMM: Country of operation —; Class SPONSORED ADS; Shares 408,685; Value $5,333,339.
  • GRTUF: Country of operation Canada; Class TR UNIT NEW; Shares 40,742; Value $2,319,656.

Form 13F-HR as filed (SEC CIK 1315868): quarter ended 2025-09-30, filed 2025-11-12. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.

Performance is each holding's price change from its close on the 2025-09-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.

StockCountry of operationClassSharesValue% of listedQuarter endFiledPerformance
LNWO
LIGHT & WONDER INC
United StatesCOM1,360,624$125,816,9011.20%2025-09-302025-11-12-10.65%
ATAT
ATOUR LIFESTYLE HLDGS LTD
SPONSORED ADS774,823$30,156,1110.29%2025-09-302025-11-12-12.61%
YMM
FULL TRUCK ALLIANCE CO LTD
SPONSORED ADS408,685$5,333,3390.05%2025-09-302025-11-12-36.24%
GRTUF
GRANITE REAL ESTATE INVT TR
CanadaTR UNIT NEW40,742$2,319,6560.02%2025-09-302025-11-12+7.75%
TME
TENCENT MUSIC ENTMT GROUP
ChinaSPON ADS11,985$293,8720.00%2025-09-302025-11-12-65.90%

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