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Helikon Investments’s Burford Capital BUR Stock Holding History

Helikon Investments’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
2024
Q1 		– Sell
-50,000
Closed -$780K – 18
2023
Q4 		$780K Sell
50,000
-1,531,929
-97% -$20.5M 0.08% 15
2023
Q3 		$22.1M Buy
1,581,929
+86,888
+6% +$1.18M 2.7% 6
2023
Q2 		$18.2M Buy
+1,495,041
New +$19.3M 2.22% 8

Other funds holding BUR

MGP
M&G plc London, United Kingdom $19.4B AUM 16.7% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
MCS
Mithaq Capital SPC Al Malqa, Riyadh, Saudi Arabia $166M AUM 31.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.01B AUM 13.2% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Helikon Investments's BUR Position: Q1 2024 in Review

Helikon Investments sold out of Burford Capital (BUR) in Q1 2024, closing a stake of 50,000 shares — an estimated $780K sold.

Helikon Investments first reported a position in BUR in Q2 2023 and held it in 3 quarters. The position peaked at $22.1M in Q3 2023. 142 funds tracked by Wall St. Rank hold BUR as of Q1 2024.

  • Helikon Investments reported no remaining Burford Capital position as of Q1 2024 after selling out during the quarter.
  • Helikon Investments sold 50,000 Burford Capital shares in Q1 2024, an estimated $780K.
  • Helikon Investments first reported a position in Burford Capital in Q2 2023 and held it in 3 quarters.
  • Helikon Investments's Burford Capital position peaked at $22.1M in Q3 2023.
  • 142 funds tracked by Wall St. Rank held Burford Capital as of Q1 2024.

Based on Helikon Investments's 13F filing for Q1 2024, filed 18 Apr 2024.