Burren Capital Advisors Ltd 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Burren Capital Advisors Ltd disclosed 15 US equity positions worth $34.2m in its Q2 2025 13F filing. The largest position was KEL at 20.6% of the reported book, followed by SKAA and FYBR. Against the Q1 2025 filing, it opened 6 new positions, added to 5 and reduced 3 among the top 15 holdings.
What did Burren Capital Advisors Ltd own in Q2 2025? Top 15 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | KEL KELLANOVA | 20.6% | $7.0m | 84,121 | 135% | added | |
| 2 | SKAA SKECHERS U S A INC | 12.9% | $4.4m | 69,921 | – | new | |
| 3 | FYBR FRONTIER COMMUNICATIONS PARE | 9.4% | $3.2m | 88,729 | 65% | added | |
| 4 | WBA WALGREENS BOOTS ALLIANCE INC | 8.2% | $2.8m | 244,724 | 443% | added | |
| 5 | HES HESS CORP | 7.1% | $2.4m | 17,480 | -4% | reduced | |
| 6 | NVEEUSD NV5 GLOBAL INC | 5.5% | $1.9m | 82,095 | – | new | |
| 7 | JNP JUNIPER NETWORKS INC | 5.3% | $1.8m | 45,449 | 58% | added | |
| 8 | BASE COUCHBASE INC | 5.2% | $1.8m | 73,417 | – | new | |
| 9 | DNB DUN & BRADSTREET HLDGS INC | 4.1% | $1.4m | 153,826 | -49% | reduced | |
| 10 | INFA1EUR INFORMATICA INC | 4.1% | $1.4m | 57,335 | – | new | |
| 11 | AMED AMEDISYS INC | 4.0% | $1.4m | 13,949 | 131% | added | |
| 12 | AVDX AVIDXCHANGE HOLDINGS INC | 4.0% | $1.4m | 139,842 | – | new | |
| 13 | APY1EUR CHAMPIONX CORPORATION | 3.3% | $1.1m | 45,365 | -61% | reduced | |
| 14 | TG7 TRIUMPH GROUP INC NEW | 3.2% | $1.1m | 43,014 | – | new | |
| 15 | SU6 SURMODICS INC | 3.1% | $1.1m | 35,846 | 0% | held |
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.