CX Institutional

Position in BURL — Burlington Stores, Inc.

CIK 1737089 AUBURN, IN

Position in BURL

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$23,760

+$1,309 QoQ

Shares Held

+8.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#555

of 650 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

CX Institutional holds $3,998,230 across 6 Apparel Retail names. BURL ranks #4 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TJX	Tjx Companies Inc /De/	21,696	$3,286,944
2	ROST	Ross Stores, Inc.	3,016	$641,955
3	LULU	lululemon athletica inc.	361	$41,218
4	BURL	Burlington Stores, Inc. This page	75	$23,760
5	CRI	Carters Inc	75	$3,087
6	BKE	Buckle Inc	30	$1,266

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$23,760	75	+8.7%	Shares	Sole	2026-07-02
2026-03-31	$22,451	69	+137.9%	Shares	Sole	2026-04-06
2025-12-31	$8,376	29	0.0%	Shares	Sole	2026-02-02
2025-09-30	$7,380	29	0.0%	Shares	Sole	2025-10-23
2025-06-30	$6,746	29	0.0%	Shares	Sole	2025-07-16
2025-03-31	$6,911	29	0.0%	Shares	Sole	2025-04-15
2022-06-30	$3,950	29	0.0%	Shares	Sole	2022-08-02
2021-09-30	$8,223	29	0.0%	Shares	Sole	2021-11-10
2021-06-30	$9,337	29	0.0%	Shares	Sole	2021-08-04
2021-03-31	$8,665	29	-17.1%	Shares	Sole	2021-04-15
2020-12-31	$9,154	35	+20.7%	Shares	Sole	2021-01-12
2020-09-30	$5,976	29	0.0%	Shares	Sole	2020-10-13
2020-06-30	$5,710	29	0.0%	Shares	Sole	2020-08-06
2020-03-31	$4,595	29	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.