Timucuan Asset Management’s Burford Capital BUR Stock Holding History

Timucuan Asset Management’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 Q2	–	Sell	-1,103,016	Closed	-$4.99M	–	28
2026 Q1	$4.99M	Hold	1,103,016	–	–	0.18%	22
2025 Q4	$9.84M	Hold	1,103,016	–	–	0.32%	20
2025 Q3	$13.2M	Hold	1,103,016	–	–	0.39%	21
2025 Q2	$15.7M	Sell	1,103,016 -557	-0.1%	-$7.28K	0.46%	20
2025 Q1	$14.6M	Buy	1,103,573 +365	+0%	+$5.12K	0.45%	21
2024 Q4	$14.1M	Hold	1,103,208	–	–	0.43%	20
2024 Q3	$14.6M	Hold	1,103,208	–	–	0.44%	20
2024 Q2	$14.4M	Hold	1,103,208	–	–	0.49%	19
2024 Q1	$17.6M	Hold	1,103,208	–	–	0.59%	18
2023 Q4	$17.2M	Hold	1,103,208	–	–	0.6%	19
2023 Q3	$15.4M	Hold	1,103,208	–	–	0.62%	21
2023 Q2	$13.4M	Hold	1,103,208	–	–	0.53%	21
2023 Q1	$12.2M	Buy	1,103,208 +592	+0.1%	+$4.91K	0.51%	22
2022 Q4	$8.99M	Hold	1,102,616	–	–	0.39%	24
2022 Q3	$8.27M	Hold	1,102,616	–	–	0.4%	25
2022 Q2	$11.1M	Hold	1,102,616	–	–	0.52%	22
2022 Q1	$10.1M	Hold	1,102,616	–	–	0.39%	24
2021 Q4	$11.6M	Hold	1,102,616	–	–	0.43%	23
2021 Q3	$12.1M	Sell	1,102,616 -16,801	-2%	-$187K	0.47%	23
2021 Q2	$11.6M	Sell	1,119,417 -100,000	-8%	-$1.14M	0.46%	23
2021 Q1	$11M	Hold	1,219,417	–	–	0.49%	22
2020 Q4	$11.8M	Buy	+1,219,417	New	+$11.8M	0.6%	20

Other funds holding BUR

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

PNAA

Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

MGP

M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Timucuan Asset Management's BUR Position: Q2 2026 in Review

Timucuan Asset Management sold out of Burford Capital (BUR) in Q2 2026, closing a stake of 1,103,016 shares — an estimated $4.99M sold.

Timucuan Asset Management first reported a position in BUR in Q4 2020 and held it in 22 quarters. The position peaked at $17.6M in Q1 2024. 234 funds tracked by Wall St. Rank hold BUR as of Q2 2026.

Timucuan Asset Management reported no remaining Burford Capital position as of Q2 2026 after selling out during the quarter.
Timucuan Asset Management sold 1,103,016 Burford Capital shares in Q2 2026, an estimated $4.99M.
Timucuan Asset Management first reported a position in Burford Capital in Q4 2020 and held it in 22 quarters.
Timucuan Asset Management's Burford Capital position peaked at $17.6M in Q1 2024.
234 funds tracked by Wall St. Rank held Burford Capital as of Q2 2026.

Based on Timucuan Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.