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UBS O'Connor’s Burlington BURL Stock Holding History

UBS O'Connor’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
Q4 		$1.88M Buy
+6,500
New +$1.76M 0.05% 113
2018
Q1 		– Sell
-54,207
Closed -$6.67M – 308
2017
Q4 		$6.67M Buy
+54,207
New +$5.52M 0.12% 129
2016
Q1 		– Sell
-230,000
Closed -$9.87M – 450
2015
Q4 		$9.87M Buy
230,000
+130,000
+130% +$6.02M 0.09% 187
2015
Q3 		$5.1M Sell
100,000
-293,128
-75% -$15.7M 0.05% 285
2015
Q2 		$20.1M Buy
+393,128
New +$21M 0.17% 157

Other funds holding BURL

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SIM
SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return

UBS O'Connor's BURL Position: Q4 2025 in Review

UBS O'Connor opened a new position in Burlington (BURL) in Q4 2025: 6,500 shares worth $1.88M. The stake represents 0.05% of the portfolio and ranks #113 among its holdings. This is a return to the name: UBS O'Connor previously reported a position in BURL as recently as Q4 2017.

UBS O'Connor first reported a position in BURL in Q2 2015 and has held it in 5 quarters since. The position peaked at $20.1M in Q2 2015. 568 funds tracked by Wall St. Rank hold BURL as of Q4 2025.

  • UBS O'Connor held 6,500 shares of Burlington worth $1.88M as of Q4 2025.
  • Burlington was a new UBS O'Connor position in Q4 2025.
  • Burlington made up 0.05% of UBS O'Connor's portfolio in Q4 2025, its #113 holding.
  • UBS O'Connor first reported a position in Burlington in Q2 2015 and has held it in 5 quarters since.
  • UBS O'Connor's Burlington position peaked at $20.1M in Q2 2015.
  • 568 funds tracked by Wall St. Rank held Burlington as of Q4 2025.

Based on UBS O'Connor's 13F filing for Q4 2025, filed 13 Feb 2026.