West Family Investments, Inc.

Position in BURL — Burlington Stores, Inc.

CIK 1568303 CARLSBAD, CA

Position in BURL

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$412,156

New position

Shares Held

1,301

first reported quarter

Ownership

0.002%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#443

of 653 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

West Family Investments, Inc. holds $1,956,180 across 3 Apparel Retail names. BURL ranks #3 (21.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TJX	Tjx Companies Inc /De/	5,145	$779,467
2	ROST	Ross Stores, Inc.	3,592	$764,557
3	BURL	Burlington Stores, Inc. This page	1,301	$412,156

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$412,156	1,301	—	Shares	Sole	2026-08-10
No filing history on record for this holder in this stock.