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Breach Inlet Capital Management’s Burford Capital BUR Stock Holding History

Breach Inlet Capital Management’s Portfolio BUR Stock Details BUR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$20.3M Buy
4,481,659
+2,529,582
+130% +$22.1M 6.65% 9
2025
Q4 		$17.4M Sell
1,952,077
-149,973
-7% -$1.47M 8.2% 6
2025
Q3 		$25.1M Buy
2,102,050
+55,010
+3% +$736K 12.41% 4
2025
Q2 		$29.2M Buy
2,047,040
+683,440
+50% +$8.93M 14.33% 3
2025
Q1 		$18M Buy
1,363,600
+410,895
+43% +$5.77M 10.29% 7
2024
Q4 		$12.1M Buy
+952,705
New +$12.8M 8.6% 7

Other funds holding BUR

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Breach Inlet Capital Management's BUR Position: Q1 2026 in Review

Breach Inlet Capital Management increased its Burford Capital (BUR) stake by 130% in Q1 2026, buying an estimated $22.1M and bringing the position to 4,481,659 shares worth $20.3M. The position accounts for 6.65% of the portfolio, ranked #9.

Breach Inlet Capital Management first reported a position in BUR in Q4 2024 and has held it in 6 quarters since. The position peaked at $29.2M in Q2 2025. 227 funds tracked by Wall St. Rank hold BUR as of Q1 2026.

  • Breach Inlet Capital Management held 4,481,659 shares of Burford Capital worth $20.3M as of Q1 2026.
  • Breach Inlet Capital Management bought 2,529,582 Burford Capital shares in Q1 2026, an estimated $22.1M.
  • Burford Capital made up 6.65% of Breach Inlet Capital Management's portfolio in Q1 2026, its #9 holding.
  • Breach Inlet Capital Management first reported a position in Burford Capital in Q4 2024 and has held it in 6 quarters since.
  • Breach Inlet Capital Management's Burford Capital position peaked at $29.2M in Q2 2025.
  • 227 funds tracked by Wall St. Rank held Burford Capital as of Q1 2026.

Based on Breach Inlet Capital Management's 13F filing for Q1 2026, filed 15 May 2026.