Position in BURL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$47,542,809
+$2,012,386 QoQ
Shares Held
150,072
+7.2% QoQ
Ownership
0.238%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#61
of 650 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BURL Over Time
Shares Held
Position Value (USD)
Position in Apparel Retail
Consumer Cyclical · as of Jun 30, 2026PRINCIPAL FINANCIAL GROUP INC holds $927,504,567 across 14 Apparel Retail names. BURL ranks #5 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
2,171,562 | $328,991,642 | |
| 2 | ROST |
Ross Stores, Inc.
|
1,485,113 | $316,106,300 | |
| 3 | BOOT |
Boot Barn Holdings, Inc.
|
498,002 | $81,806,788 | |
| 4 | VSXY |
Victoria's Secret & Co.
|
623,900 | $52,083,171 | |
| 5 | BURL |
Burlington Stores, Inc.
This page
|
150,072 | $47,542,809 | |
| 6 | URBN |
Urban Outfitters Inc
|
392,916 | $27,842,027 | |
| 7 | AEO |
American Eagle Outfitters Inc
|
1,268,637 | $21,820,555 | |
| 8 | LULU |
lululemon athletica inc.
|
134,118 | $15,313,592 |
All Filings in BURL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $47,542,809 | 150,072 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $45,530,423 | 139,930 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $38,658,239 | 133,835 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $35,195,568 | 138,293 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $33,354,061 | 143,372 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $34,735,404 | 145,745 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $64,714,321 | 227,020 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $44,224,326 | 167,847 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $54,813,600 | 228,390 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $61,389,874 | 264,395 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $46,825,532 | 240,773 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $1,080,505 | 7,986 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $1,214,893 | 7,719 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $1,401,361 | 6,934 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $1,670,134 | 8,237 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $844,098 | 7,544 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $1,421,695 | 10,436 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $1,489,057 | 8,174 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $2,524,475 | 8,660 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $2,373,196 | 8,369 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $2,816,123 | 8,746 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $2,092,197 | 7,002 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $1,958,747 | 7,489 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $1,614,302 | 7,833 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $2,097,303 | 10,650 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $1,597,276 | 10,080 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||