Burgundy Asset Management’s Light & Wonder LNW Stock Holding History

Burgundy Asset Management’s Portfolio LNW Stock Details LNW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$126M	Sell	1,360,624 -271,938	-17%	-$25M	1.19%	36
2025 Q2	$157M	Buy	1,632,562 +57,973	+4%	+$4.96M	1.53%	26
2025 Q1	$136M	Buy	1,574,589 +102,051	+7%	+$9.83M	1.41%	29
2024 Q4	$127M	Buy	1,472,538 +28,358	+2%	+$2.66M	1.29%	32
2024 Q3	$131M	Buy	1,444,180 +125,546	+10%	+$13.2M	1.3%	32
2024 Q2	$138M	Buy	1,318,634 +3,062	+0.2%	+$293K	1.46%	27
2024 Q1	$134M	Buy	1,315,572 +15,902	+1%	+$1.44M	1.38%	27
2023 Q4	$107M	Buy	1,299,670 +47,940	+4%	+$3.85M	1.18%	33
2023 Q3	$89.3M	Sell	1,251,730 -21,365	-2%	-$1.55M	1.1%	35
2023 Q2	$87.5M	Buy	1,273,095 +64,957	+5%	+$4.03M	1.03%	36
2023 Q1	$72.5M	Buy	1,208,138 +1,885	+0.2%	+$116K	0.9%	41
2022 Q4	$70.7M	Sell	1,206,253 -5,350	-0.4%	-$306K	0.91%	42
2022 Q3	$52M	Buy	1,211,603 +45,802	+4%	+$2.26M	0.72%	53
2022 Q2	$54.8M	Buy	1,165,801 +1,081,269	+1,279%	+$57.9M	0.69%	58
2022 Q1	$4.97M	Buy	+84,532	New	+$5.11M	0.05%	81

Other funds holding LNW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

FCP

Fine Capital Partners New York $563M AUM 7.48% 1-Year Est. Return

CPIH

Consolidated Press International Holdings Sydney, Australia $2.61M AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Burgundy Asset Management's LNW Position: Q3 2025 in Review

Burgundy Asset Management reduced its Light & Wonder (LNW) stake by 17% in Q3 2025, selling an estimated $25M and leaving 1,360,624 shares worth $126M. The position accounts for 1.19% of the portfolio, ranked #36.

Burgundy Asset Management first reported a position in LNW in Q1 2022 and has held it in 15 quarters since. The position peaked at $157M in Q2 2025. 288 funds tracked by Wall St. Rank hold LNW as of Q3 2025.

Burgundy Asset Management held 1,360,624 shares of Light & Wonder worth $126M as of Q3 2025.
Burgundy Asset Management sold 271,938 Light & Wonder shares in Q3 2025, an estimated $25M.
Light & Wonder made up 1.19% of Burgundy Asset Management's portfolio in Q3 2025, its #36 holding.
Burgundy Asset Management first reported a position in Light & Wonder in Q1 2022 and has held it in 15 quarters since.
Burgundy Asset Management's Light & Wonder position peaked at $157M in Q2 2025.
288 funds tracked by Wall St. Rank held Light & Wonder as of Q3 2025.

Based on Burgundy Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.