Burford Capital Limited (BUR) SEC 13F Holdings (Q2 2026) — Net Institutional Activity: $870.2M

BUR ranks #2595 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

BUR is a top-conviction position for Greenhaven Road Investment Management, L.P. — at 8.1% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in BUR belongs to Bank Of Montreal /can/, but the position matters far more to Greenhaven Road Investment Management, L.P., who has 8.1% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

David Shaw has added to its BUR position for two straight quarters, increasing it by $13.6M to reach $14.7M today.

Pictet North America Advisors SA has trimmed its BUR position for two straight quarters, cutting it by $37.2M while still holding $31.3M.

BUR is up 1% today, and institutions have been net buyers of $870.2M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

BUR reported a net loss of $1.7B over the trailing twelve months.

• Not yet profitable — net loss of $1.7B over the trailing twelve months
• Revenue declined 331.0% year over year
• Net income declined year over year, from $241.9M to -$1.7B
• Operating cash flow was negative, using $29.0M in cash
• Liabilities run 1.12x equity — within a conventional range