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Baker Avenue Asset Management, LP

Position in BURL — Burlington Stores, Inc.

CIK 1432529 SAN FRANCISCO, CA

Position in BURL

as of Jun 30, 2026 · filed Jul 28, 2026
Position Value
$4,447,555
-$193,339 QoQ
Shares Held
14,039
-1.6% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#203
of 653 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority Sole 63% Shared 0% None 37%

Common Shares in BURL Over Time

Shares Held

Position Value (USD)

Position in Apparel Retail

Consumer Cyclical · as of Jun 30, 2026

Baker Avenue Asset Management, LP holds $8,149,911 across 5 Apparel Retail names. BURL ranks #1 (54.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BURL
Burlington Stores, Inc.
This page
14,039 $4,447,555

All Filings in BURL

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15 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $4,447,555 14,039
2026-03-31 $4,640,894 14,263
2025-12-31 $3,604,848 12,480
2025-09-30 $3,131,113 12,303
2025-06-30 $2,865,426 12,317
2025-03-31 $2,943,137 12,349
2024-12-31 $3,562,394 12,497
2024-09-30 $3,907,671 14,831
2024-06-30 $3,565,680 14,857
2024-03-31 $3,442,913 14,828
2023-12-31 $2,882,388 14,821
2023-09-30 $1,989,180 14,702
2023-06-30 $314 2
2023-03-31 $404 2
2022-12-31 $405 2