Burren Capital Advisors Ltd
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 12, 2025), Burren Capital Advisors Ltd reported 16 stock positions worth $33.0 million. Its top holding was Verona Pharma (VRNA) at 20.4% of the portfolio, followed by Verint Systems (VRNT, 12.9%) and TXNM Energy (TXNM, 10.8%). Compared with Q2 2025, it opened 12 new positions, sold out of 11 and reduced 2. The biggest buy was a new position in Verona Pharma (VRNA) and the biggest sale Kellanova (K, shares −36%).
- Most Recent 13F
- Q3 2025
- Location
- Gibraltar, J1
- CIK
- 0001542952
- Portfolio Value
- $33.0M (Q3 2025)
- SEC Filing
- 0002085853-25-000269 ↗ filed Nov 12, 2025
Holdings Value
Holdings 16 stocks · $33.0M
| VRNA Verona Pharma Ltd. | 20.43% | 63,198 | $6.7M | New |
| VRNT Verint Systems Inc. | 12.92% | 210,660 | $4.3M | New |
| TXNM TXNM Energy Inc. | 10.83% | 63,198 | $3.6M | New |
| AL Sumisho Air Lease Corp. filed as AIR LEASE CORP | 10.49% | 54,421 | $3.5M | New |
| FYBR Frontier Communications Pare | 10.04% | 88,729 | $3.3M | No change |
| K Kellanova | 6.51% | 54,185 | $2.2M | Reduce -35.6% |
| ZIMV Zimvie Inc. | 6.04% | 105,330 | $2.0M | New |
| AVDX Avidxchange Holdings Inc. | 4.22% | 139,842 | $1.4M | No change |
| SNV Synovus Financial Corp. | 3.13% | 21,066 | $1.0M | New |
| SRDX Surmodics Inc. | 3.05% | 33,664 | $1.0M | Reduce -6.1% |
| ODP The Odp Corp. filed as THE ODP CORP | 2.95% | 34,955 | $973K | New |
| PREMIER INC-CLASS A | 2.94% | 34,955 | $972K | New |
| DAY Dayforce Inc. | 2.20% | 10,533 | $726K | New |
| STAA Staar Surgical Co. | 2.00% | 24,577 | $660K | New |
| CORZ Core Scientific Inc. | 1.34% | 24,577 | $441K | New |
| CCRN Cross Country Healthcare Inc. | 0.90% | 20,973 | $298K | New |
Portfolio Sells Q2 2025 → Q3 2025
| K Kellanova | Reduce -35.6% | 6.51% | −14.04 |
| SKX Skechers USA Inc. Class A | Sold out | 0.00% | −12.88 |
| WBA Walgreens Boots Alliance Inc. | Sold out | 0.00% | −8.20 |
| HES Hess Corp. | Sold out | 0.00% | −7.07 |
| NVEE NV5 Global Inc. | Sold out | 0.00% | −5.53 |
| JNPR Juniper Networks Inc. | Sold out | 0.00% | −5.30 |
| BASE Couchbase Inc. | Sold out | 0.00% | −5.23 |
| DNB Dun & Bradstreet Holdings Inc. | Sold out | 0.00% | −4.08 |
| INFA Informatica Inc. Class A | Sold out | 0.00% | −4.08 |
| AMED Amedisys Inc. | Sold out | 0.00% | −4.01 |
| CHX Championx Corp. | Sold out | 0.00% | −3.29 |
| TGI Triumph Group Inc. | Sold out | 0.00% | −3.23 |
| SRDX Surmodics Inc. | Reduce -6.1% | 3.05% | −0.06 |
Portfolio Buys Q2 2025 → Q3 2025
| VRNA Verona Pharma Ltd. | New | 20.43% | +20.43 |
| VRNT Verint Systems Inc. | New | 12.92% | +12.92 |
| TXNM TXNM Energy Inc. | New | 10.83% | +10.83 |
| AL Sumisho Air Lease Corp. | New | 10.49% | +10.49 |
| ZIMV Zimvie Inc. | New | 6.04% | +6.04 |
| SNV Synovus Financial Corp. | New | 3.13% | +3.13 |
| ODP The Odp Corp. | New | 2.95% | +2.95 |
| PREMIER INC-CLASS A | New | 2.94% | +2.94 |
| DAY Dayforce Inc. | New | 2.20% | +2.20 |
| STAA Staar Surgical Co. | New | 2.00% | +2.00 |
| CORZ Core Scientific Inc. | New | 1.34% | +1.34 |
| CCRN Cross Country Healthcare Inc. | New | 0.90% | +0.90 |