Caerus Investment Advisors, LLC
Position in BURL — Burlington Stores, Inc.
CIK 1862682
WEST LAKE HILLS, TX
Position in BURL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$325,670
-$12,074 QoQ
Shares Held
1,028
-1.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#465
of 650 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BURL Over Time
Shares Held
Position Value (USD)
Position in Apparel Retail
Consumer Cyclical · as of Jun 30, 2026Caerus Investment Advisors, LLC holds $2,272,360 across 5 Apparel Retail names. BURL ranks #3 (14.3% of the industry book) .
All Filings in BURL
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $325,670 | 1,028 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $337,744 | 1,038 | Shares | Sole | 2026-06-01 | |
| No filing history on record for this holder in this stock. | ||||||