What smart money is saying about Burlington Stores
BURL
No fund has written a full thesis on Burlington Stores in our archive, but 2 fund letters report a position in it — most recently Artemis US Extended Alpha Fund in March 2026.
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2
Reported positions
0
Bought
0
Sold
2
Letters
Position history
Between Q2 2025 and Q1 2026, 2 fund letters reported a position in Burlington Stores, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q1 2026 | 1 | 0 | 0 | 0 |
| Q2 2025 | 1 | 0 | 0 | 0 |
Fund activity · 2 positions
- March 2026
“Recent updates from holdings such as Burlington Stores and Carnival suggest that the consumer economy remains resilient.”
Burlington Stores - June 2025
“If Sector % of Portfolio Holding % of Portfolio Technology 29.26% AppLovin Corp. Class A 4.31% Financial Services 15.98% Palantir Technologies Inc. Class A 3.99% Consumer Discretionary 15.65% Natera, Inc. 2.78% Health Care 15.58% Ameriprise Financial, Inc. 2.47% Producer Durables 14.02% Datadog, Inc. Class A 2.44% Energy 3.64% Ulta Beauty Inc. 2.24% Materials & Processing 2.40% Burlington Stores, Inc. 2.17%”
Burlington Stores
Read the letters behind these Burlington Stores positions
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