Position in BURL
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$3,464,646
+$1,922,122 QoQ
Shares Held
10,648
+75.7% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
7 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BURL Over Time
Shares Held
Position Value (USD)
Derivatives in BURL
reported options exposure · as of Jun 30, 2025CallValue
$2,163,552
CallShares
9,300
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, 2026Jefferies Financial Group Inc. holds $57,522,133 across 7 Apparel Retail names. BURL ranks #3 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROST |
Ross Stores, Inc.
|
199,851 | $43,293,722 | |
| 2 | GAP |
Gap Inc
|
187,745 | $4,543,429 | |
| 3 | BURL |
Burlington Stores, Inc.
This page
|
10,648 | $3,464,646 | |
| 4 | ANF |
Abercrombie & Fitch Co /De/
|
32,217 | $2,943,667 | |
| 5 | TJX |
Tjx Companies Inc /De/
|
11,942 | $1,907,137 | |
| 6 | JILL |
J.Jill, Inc.
|
72,517 | $831,044 | |
| 7 | ZUMZ |
Zumiez Inc
|
24,300 | $538,488 |
All Filings in BURL
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,464,646 | 10,648 | Shares | Defined | 2026-05-08 | |
| 2025-09-30 | $1,542,524 | 6,061 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $255,904 | 1,100 | Shares | Defined | 2025-08-12 | |
| 2025-06-30 | $2,163,552 | 9,300 | Call | Defined | 2025-08-12 | |
| 2024-09-30 | $814,416 | 3,091 | Shares | Defined | 2024-11-14 | |
| 2023-09-30 | $12,177 | 90 | Shares | Defined | 2023-11-14 | |
| 2023-09-30 | $338,250 | 2,500 | Call | Defined | 2023-11-14 | |
| 2023-09-30 | $1,325,940 | 9,800 | Put | Defined | 2023-11-14 | |
| 2023-06-30 | $853,368 | 5,422 | Shares | Defined | 2023-08-14 | |
| 2022-12-31 | $632,611 | 3,120 | Shares | Defined | 2023-09-21 | |
| No filing history on record for this holder in this stock. | ||||||