Which funds own BURL
Burlington Stores Inc in the Q2 2026 filings. At least 3 of the 91 current managers on file reported a position, worth $1.1bn between them. It is among the largest positions of fewer than a fifth of the current managers on file. The quarter went the other way: 5 managers trimmed or sold out against 2 buying.
- Managers holding
- 3
- at least, of 91 current
- Combined value
- $1.1bn
- as reported
- Opened
- 0
- new this quarter
- Added to
- 2
- already held
- Trimmed or sold out
- 5
- 4 sold out entirely
Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.
Managers reporting a position
Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.
| Manager | Value | Weight | Shares | Change on the quarter | Action |
|---|---|---|---|---|---|
| AQR Capital Management LLC Quantitative · $287bn book | $450m | 0.2% | 1,450,868 | +$20m+112,609 | Added |
| MFS Investment Management Long-only · $315bn book | $333m | 0.1% | 1,038,322 | -$70m-187,747 | Trimmed |
| Janus Henderson Group Ltd Long-only · $245bn book | $283m | 0.1% | 894,021 | -$3.1m+14,004 | Added |
Sold out of this quarter
Valued at what the position was worth in the previous filing, because by this one it is gone.
- Capital World Investors · Long-only$292m held before
- Freestone Grove Partners LP · Multi-strategy$45m held before
- Woodline Partners LP · Long/short equity$45m held before
- Invesco Ltd · Long-only$6.6m held before
Ownership through time
At least 10 of the 95 managers whose filings are on file listed BURL in Q2 2026, against 2 in Q4 2013. 2 managers fewer than in Q1 2026: 1 started a position; 1 listed it again; 2 sold out, by their own filings; 2 no longer listed it among the positions read, which can mean a holding below the listed range, a filing that reported no holdings, or a filing not yet made.
Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.
- Q4 2013: 2
- Q1 2014: 3
- Q2 2014: 5
- Q3 2014: 4
- Q4 2014: 7
- Q1 2015: 11
- Q2 2015: 11
- Q3 2015: 8
- Q4 2015: 8
- Q1 2016: 12
- Q2 2016: 12
- Q3 2016: 14
- Q4 2016: 17
- Q1 2017: 15
- Q2 2017: 15
- Q3 2017: 14
- Q4 2017: 12
- Q1 2018: 23
- Q2 2018: 23
- Q3 2018: 17
- Q4 2018: 15
- Q1 2019: 18
- Q2 2019: 21
- Q3 2019: 16
- Q4 2019: 18
- Q1 2020: 17
- Q2 2020: 18
- Q3 2020: 16
- Q4 2020: 16
- Q1 2021: 17
- Q2 2021: 19
- Q3 2021: 21
- Q4 2021: 18
- Q1 2022: 16
- Q2 2022: 17
- Q3 2022: 12
- Q4 2022: 13
- Q1 2023: 21
- Q2 2023: 18
- Q3 2023: 19
- Q4 2023: 17
- Q1 2024: 14
- Q2 2024: 15
- Q3 2024: 22
- Q4 2024: 18
- Q1 2025: 16
- Q2 2025: 13
- Q3 2025: 10
- Q4 2025: 15
- Q1 2026: 12
- Q2 2026: 10
- Q4 2013: $13m
- Q1 2014: $8.6m
- Q2 2014: $107m
- Q3 2014: $155m
- Q4 2014: $295m
- Q1 2015: $509m
- Q2 2015: $591m
- Q3 2015: $494m
- Q4 2015: $471m
- Q1 2016: $625m
- Q2 2016: $825m
- Q3 2016: $1.3bn
- Q4 2016: $1.5bn
- Q1 2017: $1.8bn
- Q2 2017: $1.5bn
- Q3 2017: $1.7bn
- Q4 2017: $1.9bn
- Q1 2018: $2.5bn
- Q2 2018: $2.9bn
- Q3 2018: $2.9bn
- Q4 2018: $2.8bn
- Q1 2019: $3.3bn
- Q2 2019: $4.2bn
- Q3 2019: $4.5bn
- Q4 2019: $5.0bn
- Q1 2020: $3.5bn
- Q2 2020: $4.5bn
- Q3 2020: $5.9bn
- Q4 2020: $7.5bn
- Q1 2021: $8.2bn
- Q2 2021: $9.3bn
- Q3 2021: $8.1bn
- Q4 2021: $8.1bn
- Q1 2022: $5.1bn
- Q2 2022: $3.6bn
- Q3 2022: $2.0bn
- Q4 2022: $3.3bn
- Q1 2023: $2.9bn
- Q2 2023: $2.0bn
- Q3 2023: $1.2bn
- Q4 2023: $1.3bn
- Q1 2024: $1.8bn
- Q2 2024: $1.5bn
- Q3 2024: $2.0bn
- Q4 2024: $2.1bn
- Q1 2025: $1.6bn
- Q2 2025: $1.4bn
- Q3 2025: $915m
- Q4 2025: $1.6bn
- Q1 2026: $2.2bn
- Q2 2026: $1.9bn
Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.
Started in Q2 2026
- Winton Group Ltd$1.1m
Largest increases, by shares
- T. Rowe Price Associates Inc853,634 to 1,050,437 shares+$62m
- AQR Capital Management LLC1,338,259 to 1,450,868 shares+$35m
- Wellington Management Group LLP542,252 to 650,492 shares+$34m
- Marshall Wace LLP119,304 to 227,440 shares+$34m
- Janus Henderson Group Ltd880,017 to 894,021 shares+$4.4m
Largest decreases, by shares
- Balyasny Asset Management LLC359,864 to 153,388 shares-$65m
- MFS Investment Management1,226,069 to 1,038,322 shares-$60m
- AllianceBernstein LP285,489 to 271,203 shares-$4.6m
Left it
- Capital World Investorswas $292m
- Woodline Partners LPwas $45m
| Manager | Value over time | First listed | Largest | Q2 2026 |
|---|---|---|---|---|
| AQR Capital Management LLC | Q3 2016 | $450m | $450m | |
| MFS Investment Management | Q2 2014 | $403m | $333m | |
| T. Rowe Price Associates Inc | Q2 2015 | $2.7bn | $333m | |
| Janus Henderson Group Ltd | Q4 2018 | $477m | $283m | |
| Wellington Management Group LLP | Q1 2019 | $553m | $206m | |
| AllianceBernstein LP | Q3 2016 | $612m | $88m | |
| Marshall Wace LLP | Q1 2014 | $82m | $72m | |
| Balyasny Asset Management LLC | Q4 2013 | $191m | $49m | |
| Squarepoint Ops LLC | Q3 2015 | $68m | $37m | |
| Winton Group Ltd | Q1 2018 | $5.0m | $1.1m | |
| Capital Research Global Investors | Q1 2020 | $2.1bn | last listed Q2 2023 | |
| Fidelity (FMR LLC) | Q1 2018 | $984m | last listed Q2 2022 | |
| Artisan Partners LP | Q2 2015 | $811m | last listed Q3 2022 | |
| Capital World Investors | Q4 2019 | $806m | last listed Q1 2026 | |
| Third Point LLC | Q2 2019 | $477m | last listed Q4 2021 | |
| D1 Capital Partners LP | Q4 2021 | $345m | last listed Q1 2022 | |
| Citadel Advisors LLC | Q4 2015 | $284m | last listed Q2 2025 | |
| Holocene Advisors LP | Q1 2018 | $268m | last listed Q4 2025 | |
| D. E. Shaw & Co. | Q4 2016 | $241m | last listed Q3 2024 | |
| Durable Capital Partners LP | Q1 2020 | $236m | last listed Q1 2022 |
What BURL is worth
Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.
Build the comp set around BURL →How much of the picture this is
A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.
What to do with a name the funds are buying
Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.
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The holdings, every quarter, and the week between
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