DCF Advisers’s Burford Capital BUR Stock Holding History

DCF Advisers’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	–	Sell	-19,500	Closed	-$174K	–	91
2025 Q4	$174K	Buy	+19,500	New	+$191K	0.06%	91
2025 Q3	–	Sell	-24,500	Closed	-$349K	–	101
2025 Q2	$349K	Buy	24,500 +3,500	+17%	+$45.7K	0.17%	72
2025 Q1	$277K	Buy	+21,000	New	+$295K	0.15%	74
2024 Q4	–	Sell	-52,000	Closed	-$690K	–	95
2024 Q3	$690K	Hold	52,000	–	–	0.36%	63
2024 Q2	$679K	Sell	52,000 -3,000	-5%	-$44K	0.35%	57
2024 Q1	$878K	Sell	55,000 -17,750	-24%	-$263K	0.53%	49
2023 Q4	$1.13M	Buy	72,750 +13,750	+23%	+$184K	0.77%	41
2023 Q3	$826K	Buy	59,000 +12,000	+26%	+$163K	0.58%	48
2023 Q2	$572K	Buy	47,000 +3,000	+7%	+$38.8K	0.4%	55
2023 Q1	$487K	Buy	44,000 +9,000	+26%	+$74.7K	0.36%	50
2022 Q4	$285K	Buy	35,000 +9,000	+35%	+$74.5K	0.22%	56
2022 Q3	$195K	Buy	+26,000	New	+$247K	0.14%	70
2022 Q2	–	Hold	0	–	–	–	77

Other funds holding BUR

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Pictet North America Advisors Geneva 73, Switzerland $1.01B AUM 13.2% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return

Breach Inlet Capital Management Mt. Pleasant, South Carolina $305M AUM 7.94% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return