Cartenna Capital’s Burlington BURL Stock Holding History

Cartenna 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
2025 Q2	–	Sell	-115,000	Closed	-$27.4M	–	43
2025 Q1	$27.4M	Sell	115,000 -22,872	-17%	-$5.93M	1.67%	26
2024 Q4	$39.3M	Buy	+137,872	New	+$37.3M	1.9%	23
2023 Q2	–	Sell	-20,000	Closed	-$4.04M	–	40
2023 Q1	$4.04M	Buy	+20,000	New	+$4.37M	0.49%	30

Other funds holding BURL

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SIM

SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cartenna Capital's BURL Position: Q2 2025 in Review

Cartenna Capital sold out of Burlington (BURL) in Q2 2025, closing a stake of 115,000 shares — an estimated $27.4M sold.

Cartenna Capital first reported a position in BURL in Q1 2023 and held it in 3 quarters. The position peaked at $39.3M in Q4 2024. 507 funds tracked by Wall St. Rank hold BURL as of Q2 2025.

Cartenna Capital reported no remaining Burlington position as of Q2 2025 after selling out during the quarter.
Cartenna Capital sold 115,000 Burlington shares in Q2 2025, an estimated $27.4M.
Cartenna Capital first reported a position in Burlington in Q1 2023 and held it in 3 quarters.
Cartenna Capital's Burlington position peaked at $39.3M in Q4 2024.
507 funds tracked by Wall St. Rank held Burlington as of Q2 2025.

Based on Cartenna Capital's 13F filing for Q2 2025, filed 14 Aug 2025.