EVERGREEN CAPITAL MANAGEMENT LLC
Position in BURL — Burlington Stores, Inc.
CIK 1260824
Bellevue, WA
Position in BURL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$627,897
-$167,330 QoQ
Shares Held
1,982
-18.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#395
of 650 holders
Holding Since
Sep 2024
6 quarters on record
Voting authority
Sole 1%
Shared 99%
None 0%
Common Shares in BURL Over Time
Shares Held
Position Value (USD)
Position in Apparel Retail
Consumer Cyclical · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $13,956,511 across 11 Apparel Retail names. BURL ranks #6 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LULU |
lululemon athletica inc.
|
39,670 | $4,529,520 | |
| 2 | TJX |
Tjx Companies Inc /De/
|
27,066 | $4,100,498 | |
| 3 | ROST |
Ross Stores, Inc.
|
6,743 | $1,435,246 | |
| 4 | URBN |
Urban Outfitters Inc
|
12,018 | $851,595 | |
| 5 | BOOT |
Boot Barn Holdings, Inc.
|
4,234 | $695,519 | |
| 6 | BURL |
Burlington Stores, Inc.
This page
|
1,982 | $627,897 | |
| 7 | ANF |
Abercrombie & Fitch Co /De/
|
5,274 | $474,712 | |
| 8 | BKE |
Buckle Inc
|
8,728 | $368,321 |
All Filings in BURL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $627,897 | 1,982 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $795,227 | 2,444 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $346,619 | 1,200 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $355,790 | 1,398 | Shares | Sole | 2025-10-28 | |
| 2024-12-31 | $368,011 | 1,291 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $304,846 | 1,157 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||