Burkehill Global Management, Lp Top Holdings and 13F Report (2025) About Burkehill Global Management, LpInvestment ActivityBurkehill Global Management, Lp has $1.05 billion in total holdings as of December 31, 2024.Burkehill Global Management, Lp owns shares of 38 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Largest Holdings Boeing $212,400,000Arthur J. Gallagher & Co. $156,117,500Xcel Energy $67,520,000Consolidated Edison $53,538,000VIKING HOLDINGS LTD $33,045,000 Sector AllocationMap of 500 Largest Holdings ofBurkehill Global Management, Lp Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorBABoeing$212,400,0001,200,00020.2%AerospaceAJGArthur J. Gallagher & Co.$156,117,500550,00014.8%FinanceXELXcel Energy$67,520,0001,000,0006.4%UtilitiesEDConsolidated Edison$53,538,000600,0005.1%UtilitiesVIKING HOLDINGS LTD$33,045,000750,0003.1%ORD SHSAPOApollo Global Management$33,032,000200,0003.1%FinanceTPGTPG$31,420,000500,0003.0%FinanceLINEAGE INC$26,356,500450,0002.5%COMUL SOLUTIONS INC$24,940,000500,0002.4%CLASS A COM SHSSTANDARDAERO INC$24,760,0001,000,0002.4%COMYNDXYandex$24,666,642952,3802.3%Computer and TechnologyWAYSTAR HLDG CORP$23,855,000650,0002.3%COMGEHCGE HealthCare Technologies$23,454,000300,0002.2%MedicalONESTREAM INC$22,816,000800,0002.2%CL AVLYValley National Bancorp$20,838,0002,300,0002.0%FinancePCGPG&E$20,180,0001,000,0001.9%UtilitiesMACMacerich$19,920,0001,000,0001.9%FinanceHEHawaiian Electric Industries$19,460,0002,000,0001.9%UtilitiesAUBAtlantic Union Bankshares$18,940,000500,0001.8%FinanceSMTCSemtech$18,555,000300,0001.8%Computer and TechnologyCWHCamping World$15,810,000750,0001.5%Consumer DiscretionaryLANDBRIDGE COMPANY LLC$15,262,365249,8751.5%CL ACRBGCorebridge Financial$14,965,000500,0001.4%FinanceADTADT$13,820,0002,000,0001.3%Industrial ProductsALKTAlkami Technology$12,838,000350,0001.2%Computer and TechnologyKLCKinderCare Learning Companies, Inc. (KC Holdco)$12,460,000700,0001.2%Consumer DiscretionaryDTMDT Midstream$12,428,750125,0001.2%Oils/EnergyCUZCousins Properties$12,256,000400,0001.2%FinanceKGSKodiak Gas Services$12,249,000300,0001.2%Oils/EnergyQDELQuidelOrtho$8,910,000200,0000.8%MedicalCWANClearwater Analytics$8,256,000300,0000.8%Computer and TechnologyGTESGates Industrial$7,199,500350,0000.7%Industrial ProductsADCAgree Realty$7,045,000100,0000.7%FinanceINGRAM MICRO HLDG CORP$5,526,150285,0000.5%COMFRONTVIEW REIT INC$5,439,000300,0000.5%COMSERVICETITAN INC$5,143,50050,0000.5%SHS CL AAKRAcadia Realty Trust$4,832,000200,0000.5%FinanceQXO INC$1,192,50075,0000.1%COM NEWShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.