Position in BURL
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$140,899,623
-$22,488,088 QoQ
Shares Held
433,031
-23.4% QoQ
Ownership
0.688%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 85.92156219762558.ToString("F0")%
Shared 0.ToString("F0")%
None 14.078437802374427.ToString("F0")%
Common Shares in BURL Over Time
Shares Held
Position Value (USD)
Derivatives in BURL
reported options exposure · as of Mar 31, 2024CallValue
$4,249,077
CallShares
18,300
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Apparel Retail
Consumer Cyclical · as of Mar 31, 2026UBS Group AG holds $2,357,677,110 across 32 Apparel Retail names. BURL ranks #3 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
9,925,346 | $1,585,077,754 | |
| 2 | ROST |
Ross Stores, Inc.
|
1,113,463 | $241,209,488 | |
| 3 | BURL |
Burlington Stores, Inc.
This page
|
433,031 | $140,899,623 | |
| 4 | LULU |
lululemon athletica inc.
|
481,576 | $73,729,285 | |
| 5 | AEO |
American Eagle Outfitters Inc
|
3,661,565 | $61,148,135 | |
| 6 | ANF |
Abercrombie & Fitch Co /De/
|
507,978 | $46,413,949 | |
| 7 | GAP |
Gap Inc
|
1,847,223 | $44,702,795 | |
| 8 | CRI |
Carters Inc
|
1,069,836 | $38,257,334 |
All Filings in BURL
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $140,899,623 | 433,031 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $163,387,711 | 565,649 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $100,900,342 | 396,465 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $135,652,614 | 583,101 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $132,302,463 | 555,123 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $104,151,799 | 365,368 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $40,893,410 | 155,205 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $37,373,040 | 155,721 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $33,472,045 | 144,158 | Shares | Defined | 2024-05-13 | |
| 2024-03-31 | $4,249,077 | 18,300 | Call | Defined | 2024-05-13 | |
| 2023-12-31 | $22,256,677 | 114,442 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $11,417,424 | 84,386 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $4,375,442 | 27,800 | Call | Defined | 2023-08-11 | |
| 2023-06-30 | $7,074,836 | 44,951 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $11,779,599 | 58,286 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $8,354,521 | 41,204 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $5,520,204 | 49,336 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $12,111,662 | 88,906 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $11,686,022 | 64,149 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $28,477,317 | 97,689 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $6,947,465 | 24,500 | Put | Defined | 2021-11-15 | |
| 2021-09-30 | $6,238,540 | 22,000 | Call | Defined | 2021-11-15 | |
| 2021-09-30 | $26,391,573 | 93,069 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $22,998,779 | 71,427 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $28,247,356 | 94,536 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $11,494,859 | 43,949 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $6,744,293 | 32,725 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $4,718,442 | 23,960 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $5,283,529 | 33,343 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||