CM
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Caption Management’s Burlington BURL Stock Holding History

Caption Management’s Portfolio BURL Stock Details BURL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$70.6M Buy
217,000
+118,200
+120% +$36.2M 0.41% 43
2025
Q4 		$28.5M Buy
98,800
+46,900
+90% +$12.7M 0.2% 114
2025
Q3 		$13.2M Buy
+51,900
New +$14.1M 0.1% 207
2019
Q2 		– Sell
-85,000
Closed -$13.3M – 667
2019
Q1 		$13.3M Buy
+85,000
New +$13.7M 0.73% 21

Other funds holding BURL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Caption Management's BURL Position: Q1 2026 in Review

Caption Management increased its Burlington (BURL) stake by 379% in Q1 2026, buying an estimated $4.64M and bringing the position to 19,160 shares worth $6.23M. The position accounts for 0.04% of the portfolio, ranked #468.

Caption Management first reported a position in BURL in Q4 2020 and has held it in 4 quarters since. 624 funds tracked by Wall St. Rank hold BURL as of Q1 2026.

  • Caption Management held 19,160 shares of Burlington worth $6.23M as of Q1 2026.
  • Caption Management bought 15,160 Burlington shares in Q1 2026, an estimated $4.64M.
  • Burlington made up 0.04% of Caption Management's portfolio in Q1 2026, its #468 holding.
  • Caption Management first reported a position in Burlington in Q4 2020 and has held it in 4 quarters since.
  • 624 funds tracked by Wall St. Rank held Burlington as of Q1 2026.

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