MASSACHUSETTS FINANCIAL SERVICES CO /MA/

Position in BURL — Burlington Stores, Inc.

CIK 912938 Boston, MA

Position in BURL

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$398,938,328

+$78,132,278 QoQ

Shares Held

1,226,069

+10.4% QoQ

Ownership

1.95%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 75.00287504210611.ToString("F0")% Shared 20.42095510122187.ToString("F0")% None 4.576169856672014.ToString("F0")%

Consumer Cyclical · as of Mar 31, 2026

MASSACHUSETTS FINANCIAL SERVICES CO /MA/ holds $1,320,768,418 across 5 Apparel Retail names. BURL ranks #2 (30.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TJX	Tjx Companies Inc /De/	3,000,374	$479,159,724
2	BURL	Burlington Stores, Inc. This page	1,226,069	$398,938,328
3	ROST	Ross Stores, Inc.	1,801,452	$390,248,544
4	GAP	Gap Inc	2,139,198	$51,768,591
5	GCO	Genesco Inc	22,533	$653,231

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$398,938,328	1,226,069	+10.4%	Shares	Defined	2026-05-14
2025-12-31	$320,806,050	1,110,632	+17.5%	Shares	Sole	2026-01-22
2025-09-30	$240,643,491	945,554	+6.7%	Shares	Sole	2025-10-29
2025-06-30	$206,111,360	885,967	-7.9%	Shares	Sole	2025-08-08
2025-03-31	$229,168,590	961,560	+0.6%	Shares	Sole	2025-05-02
2024-12-31	$272,417,015	955,648	+30.8%	Shares	Sole	2025-02-12
2024-09-30	$192,478,459	730,524	+1048.8%	Shares	Sole	2024-11-12
2024-06-30	$15,261,600	63,590	-22.0%	Shares	Sole	2024-08-09
2024-03-31	$18,926,502	81,513	+13.6%	Shares	Sole	2024-05-14
2023-12-31	$13,960,744	71,785	-20.7%	Shares	Sole	2024-02-08
2023-09-30	$12,241,943	90,480	-80.3%	Shares	Sole	2023-11-08
2023-06-30	$72,457,945	460,372	-13.7%	Shares	Sole	2023-08-09
2023-03-31	$107,857,332	533,683	+1.0%	Shares	Sole	2023-05-10
2022-12-31	$107,186,434	528,637	+22.3%	Shares	Sole	2023-02-13
2022-09-30	$48,347,106	432,095	-12.7%	Shares	Sole	2022-11-09
2022-06-30	$67,418,589	494,888	-52.3%	Shares	Sole	2022-08-09
2022-03-31	$189,060,577	1,037,825	+6.5%	Shares	Sole	2022-05-11
2021-12-31	$284,142,664	974,727	+1.1%	Shares	Sole	2022-02-10
2021-09-30	$273,501,560	964,494	+0.2%	Shares	Sole	2021-11-10
2021-06-30	$309,994,582	962,746	+0.3%	Shares	Sole	2021-08-13
2021-03-31	$286,856,663	960,029	+8.4%	Shares	Sole	2021-05-13
2020-12-31	$231,714,466	885,928	+31.5%	Shares	Sole	2021-05-12
2020-09-30	$138,810,062	673,541	+1.2%	Shares	Sole	2020-11-12
2020-06-30	$131,065,578	665,544	-6.0%	Shares	Sole	2020-11-20
2020-03-31	$112,211,862	708,140	—	Shares	Sole	2020-11-20
No filing history on record for this holder in this stock.