MAI Capital Management

Position in BURL — Burlington Stores, Inc.

CIK 1040197 INDEPENDENCE, OH

Position in BURL

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,181,664

+$608,996 QoQ

Shares Held

3,730

+111.9% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#331

of 650 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

MAI Capital Management holds $56,143,797 across 6 Apparel Retail names. BURL ranks #3 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TJX	Tjx Companies Inc /De/	276,176	$41,840,663
2	ROST	Ross Stores, Inc.	55,732	$11,862,555
3	BURL	Burlington Stores, Inc. This page	3,730	$1,181,664
4	GAP	Gap Inc	36,724	$686,003
5	LULU	lululemon athletica inc.	4,375	$499,537
6	SFIX	Stitch Fix, Inc.	17,853	$73,375

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,181,664	3,730	+111.9%	Shares	Sole	2026-08-14
2026-03-31	$572,668	1,760	+6418.5%	Shares	Sole	2026-05-15
2025-12-31	$7,798	27	-38.6%	Shares	Sole	2026-02-13
2025-09-30	$11,198	44	-56.9%	Shares	Sole	2025-11-10
2025-06-30	$23,729	102	+78.9%	Shares	Sole	2025-08-12
2025-03-31	$13,584	57	+256.2%	Shares	Sole	2025-05-15
2024-12-31	$4,560	16	-99.5%	Shares	Sole	2025-02-14
2022-06-30	$476,532	3,498	-1.8%	Shares	Sole	2022-07-19
2022-03-31	$649,071	3,563	+3.9%	Shares	Sole	2022-05-10
2021-12-31	$999,296	3,428	+3.9%	Shares	Sole	2022-02-11
2021-09-30	$935,213	3,298	+0.9%	Shares	Sole	2021-11-12
2021-06-30	$1,052,907	3,270	+0.4%	Shares	Sole	2021-07-19
2021-03-31	$972,892	3,256	-1.5%	Shares	Sole	2021-05-10
2020-12-31	$864,684	3,306	-3.6%	Shares	Sole	2021-02-16
2020-09-30	$706,888	3,430	-21.7%	Shares	Sole	2020-10-26
2020-06-30	$862,356	4,379	-7.6%	Shares	Sole	2020-07-27
2020-03-31	$751,100	4,740	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.