What smart money is saying about Burberry
BRBY.L
No fund has written a full thesis on Burberry in our archive, but 3 fund letters report a position in it — most recently Lindsell Train UK Equity Fund in August 2026.
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3
Reported positions
1
Bought
0
Sold
3
Letters
Position history
Between Q3 2025 and Q3 2026, 3 fund letters reported a position in Burberry — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
| Q3 2025 | 2 | 1 | 0 | 0 |
Fund activity · 3 positions · 1 move
- August 2026
“The top three absolute contributors to the Fund’s performance in August were Sage, Experian and Rightmove, and the top three absolute detractors were Burberry, Celtic and Manchester United.”
Burberry - AddedJupiter AMSeptember 2025
“Since taking over the Fund on 11th October 2024, the Fund has outperformed the relevant benchmark by c.330bps – during a hugely volatile backdrop. The main contributors of that relative outperformance are shown in the bar chart below. -10% 40% 90% 140% 190% 0% 1% 2% 3% 4% 5% 6% Nov 2024 Jan 2025 Mar 2025 May 2025 Jul 2025 Sep 2025 Share price relative to FTSE All Share (indexed %) Position Size % Fund Capital (LHS) Share Price rel to ASX index (RHS) 0 100 200 300 400 500 BPS Babcock Johnson Matthey AstraZeneca Burberry Diageo Unilever Barclays Centrica Direct Line St. James's Place Conviction position sizing has helped deliver idiosyncratic returns from, in particular, Babcock, Johnson Matthey and Burberry.”
Burberry - HoldsCastlebay IPSeptember 2025
“Burberry is perhaps one of the most visible examples of branding in the fund.”
Burberry
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