Carlson Capital
BURL icon

Carlson Capital’s Burlington BURL Stock Holding History

Carlson Capital’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
2018
Q2 		– Sell
-300
Closed -$203K – 262
2018
Q1 		$203K Hold
300
– – ﹤0.01% 232
2017
Q4 		$294K Buy
+300
New +$30.5K 0.01% 220

Other funds holding BURL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Carlson Capital's BURL Position: Q2 2026 in Review

Carlson Capital opened a new position in Burlington (BURL) in Q2 2026: 17,199 shares worth $5.45M. The stake represents 1.1% of the portfolio and ranks #34 among its holdings. This is a return to the name: Carlson Capital previously reported a position in BURL as recently as Q4 2020.

Carlson Capital first reported a position in BURL in Q1 2014 and has held it in 8 quarters since. The position peaked at $21.5M in Q3 2020. 660 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

  • Carlson Capital held 17,199 shares of Burlington worth $5.45M as of Q2 2026.
  • Burlington was a new Carlson Capital position in Q2 2026.
  • Burlington made up 1.1% of Carlson Capital's portfolio in Q2 2026, its #34 holding.
  • Carlson Capital first reported a position in Burlington in Q1 2014 and has held it in 8 quarters since.
  • Carlson Capital's Burlington position peaked at $21.5M in Q3 2020.
  • 660 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Carlson Capital's 13F filing for Q2 2026, filed 12 Aug 2026.