Burren Capital Advisors Ltd
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 7, 2025), Burren Capital Advisors Ltd reported 16 stock positions worth $28.0 million. Its top holding was Championx (CHX) at 12.5% of the portfolio, followed by Kellanova (K, 10.6%) and Hess (HES, 10.4%). Compared with Q4 2024, it opened 13 new positions, sold out of 12, added to 1 and reduced 1. The biggest buy was a new position in Championx (CHX) and the biggest sale an exit from Zuora Class A (ZUO).
- Most Recent 13F
- Q3 2025
- Location
- Gibraltar, J1
- CIK
- 0001542952
- Portfolio Value
- $28.0M (Q1 2025)
- SEC Filing
- 0001667731-25-000604 ↗ filed May 7, 2025
Holdings Value
Holdings 16 stocks · $28.0M
| CHX Championx Corp. | 12.48% | 117,055 | $3.5M | New |
| K Kellanova | 10.58% | 35,846 | $3.0M | New |
| HES Hess Corp. | 10.37% | 18,147 | $2.9M | No change |
| DNB Dun & Bradstreet Holdings Inc. | 9.63% | 301,098 | $2.7M | New |
| ITCI Intra-Cellular Therapies Inc. | 9.47% | 20,074 | $2.6M | New |
| ANSS Ansys Inc. | 7.31% | 6,453 | $2.0M | New |
| FYBR Frontier Communications Pare | 6.90% | 53,768 | $1.9M | New |
| BERY Berry Global Group Inc. | 6.26% | 25,092 | $1.8M | Add +75.0% |
| DFS Discover Financial Services | 6.13% | 10,037 | $1.7M | New |
| WDC Western Digital Corp. | 4.39% | 30,360 | $1.2M | New |
| SRDX Surmodics Inc. | 3.91% | 35,846 | $1.1M | New |
| JNPR Juniper Networks Inc. | 3.71% | 28,676 | $1.0M | New |
| ENFN Enfusion Inc. Class A | 2.64% | 66,200 | $738K | New |
| HEES H&E Equipment Services Inc. | 2.43% | 7,169 | $680K | New |
| AMED Amedisys Inc. | 2.00% | 6,044 | $560K | Reduce -73.8% |
| WBA Walgreens Boots Alliance Inc. | 1.80% | 45,095 | $504K | New |
Portfolio Sells Q4 2024 → Q1 2025
| ZUO Zuora Inc. Class A | Sold out | 0.00% | −11.82 |
| SMAR Smartsheet Inc. Class A | Sold out | 0.00% | −11.09 |
| PDCO Patterson Cos Inc. | Sold out | 0.00% | −9.89 |
| BARNES GROUP INC | Sold out | 0.00% | −7.88 |
| AMED Amedisys Inc. | Reduce -73.8% | 2.00% | −7.19 |
| ATSG Air Transport Services Group | Sold out | 0.00% | −7.04 |
| HCP Hashicorp Inc. Class A | Sold out | 0.00% | −6.17 |
| ACI Albertsons Cos Inc. Class A | Sold out | 0.00% | −4.68 |
| PFIE Profire Energy Inc. | Sold out | 0.00% | −4.54 |
| GXO Gxo Logistics Inc. | Sold out | 0.00% | −3.34 |
| MTTR Matterport Inc. | Sold out | 0.00% | −2.12 |
| GRAL Grail Inc. | Sold out | 0.00% | −1.31 |
| AGS Playags Inc. | Sold out | 0.00% | −1.02 |
Portfolio Buys Q4 2024 → Q1 2025
| CHX Championx Corp. | New | 12.48% | +12.48 |
| K Kellanova | New | 10.58% | +10.58 |
| DNB Dun & Bradstreet Holdings Inc. | New | 9.63% | +9.63 |
| ITCI Intra-Cellular Therapies Inc. | New | 9.47% | +9.47 |
| ANSS Ansys Inc. | New | 7.31% | +7.31 |
| FYBR Frontier Communications Pare | New | 6.90% | +6.90 |
| DFS Discover Financial Services | New | 6.13% | +6.13 |
| WDC Western Digital Corp. | New | 4.39% | +4.39 |
| SRDX Surmodics Inc. | New | 3.91% | +3.91 |
| JNPR Juniper Networks Inc. | New | 3.71% | +3.71 |
| ENFN Enfusion Inc. Class A | New | 2.64% | +2.64 |
| HEES H&E Equipment Services Inc. | New | 2.43% | +2.43 |
| WBA Walgreens Boots Alliance Inc. | New | 1.80% | +1.80 |
| BERY Berry Global Group Inc. | Add +75.0% | 6.26% | +0.74 |