Burren Capital Advisors Ltd 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Burren Capital Advisors Ltd disclosed 16 US equity positions worth $28.0m in its Q1 2025 13F filing. The largest position was APY1EUR at 12.5% of the reported book, followed by KEL and HES. Against the Q4 2024 filing, it opened 13 new positions, added to 1 and reduced 1 among the top 16 holdings.
What did Burren Capital Advisors Ltd own in Q1 2025? Top 16 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | APY1EUR CHAMPIONX CORPORATION | 12.5% | $3.5m | 117,055 | – | new | |
| 2 | KEL KELLANOVA | 10.6% | $3.0m | 35,846 | – | new | |
| 3 | HES HESS CORP | 10.4% | $2.9m | 18,147 | 0% | held | |
| 4 | DNB DUN & BRADSTREET HLDGS INC | 9.6% | $2.7m | 301,098 | – | new | |
| 5 | ITCIEUR INTRA-CELLULAR THERAPIES INC | 9.5% | $2.6m | 20,074 | – | new | |
| 6 | AKX ANSYS INC | 7.3% | $2.0m | 6,453 | – | new | |
| 7 | FYBR FRONTIER COMMUNICATIONS PARE | 6.9% | $1.9m | 53,768 | – | new | |
| 8 | BERYEUR BERRY GLOBAL GROUP INC | 6.3% | $1.8m | 25,092 | 75% | added | |
| 9 | DFSEUR DISCOVER FINL SVCS | 6.1% | $1.7m | 10,037 | – | new | |
| 10 | WDC WESTERN DIGITAL CORP | Technology | 4.4% | $1.2m | 30,360 | – | new |
| 11 | SU6 SURMODICS INC | 3.9% | $1.1m | 35,846 | – | new | |
| 12 | JNP JUNIPER NETWORKS INC | 3.7% | $1.0m | 28,676 | – | new | |
| 13 | ENFUSION INC | 2.6% | $738.1k | 66,200 | – | new | |
| 14 | HEESEUR H & E EQUIPMENT SERVICES INC | 2.4% | $679.5k | 7,169 | – | new | |
| 15 | AMED AMEDISYS INC | 2.0% | $559.9k | 6,044 | -74% | reduced | |
| 16 | WBA WALGREENS BOOTS ALLIANCE INC | 1.8% | $503.7k | 45,095 | – | new |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.