Burlington Stores Inc (BURL) 13F Ownership Report (Q2 2026)

BURL ranks #837 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

BURL is a top-conviction position for Dorsal Capital Management, LP — at 5.6% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in BURL belongs to BlackRock, Inc., but the position matters far more to Dorsal Capital Management, LP, who has 5.6% 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.

Cliff Asness has added to its BURL position for two straight quarters, increasing it by $348.8M to reach $450.2M today.

Capital International Investors has trimmed its BURL position for two straight quarters, cutting it by $717.0M while still holding $1.7B.

BURL is down 1.9% today, but institutions show net buying of $7.0B this quarter — a divergence between today's price move and the underlying institutional flow.

BURL posted net income of $714.2M over the trailing twelve months, and currently trades at a P/E of 23.1.

• Profitable — net income of $714.2M over the trailing twelve months
• Revenue grew 13.4% year over year
• Net income improved year over year, from $526.0M to $714.2M
• Generated $1.2B in positive operating cash flow
• Current ratio of 1.23x — below the conventional 1.5x liquidity buffer
• Liabilities run 5.49x equity — a highly leveraged balance sheet worth noting