BURL β€” BURLINGTON STORES INC

Ownership history in Edgestream Partners, L.P.  Β·  5 quarters on record

This page tracks every 13F SEC filing in which Edgestream Partners, L.P. reported a position in BURLINGTON STORES INC (BURL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.26% (2023 Q2)
πŸ“Š Avg. % of fund
0.16%
πŸ“… First filed
2023 Q2
πŸ“… Last filed
2025 Q3
⏱ Quarters held
5

Position Intelligence

Edgestream Partners, L.P. Γ— BURL AI Analytics

πŸ“ˆ Edgestream Partners, L.P. outperformed the S&P 500 by +14.0% annually on this BURL position. Timing score: 0% (0/4 decisions correct). Average cost basis: $211.74. Maximum drawdown during holding period: –14.0%.

πŸ“ˆ Position Alpha vs SPY
+14.0%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 14.0% per year on this position.
4 quarters analyzed

⏱️ Timing Score
0%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
0 of 4 add/trim decisions correct

πŸ’° Entry Quality
$211.74
+20.2% vs current ($254.50)

Best entry: $157.39 (2023 Q2)  Β·  Worst: $263.48 (2024 Q3)

πŸ›‘οΈ Drawdown Resilience
–14.0%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
60%
buy-side decisions

3 adds Β· 2 trims. Bought during 1 of 2 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.17% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    BURL price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 22,756 +8,351 +58.0% 0.17% $5.8M $254.50
2024 Q3 ADDED 14,405 +12,366 +606.5% 0.17% $3.8M $263.48
2023 Q4 REDUCED 2,039 -14,782 -87.9% 0.03% $397K $194.48
2023 Q3 REDUCED 16,821 -1,519 -8.3% 0.18% $2.3M $135.30
2023 Q2 INITIATED 18,340 β€” β€” 0.26% $2.9M $157.39

🏒 Other funds also holding BURL

As of 2025 Q4 β€” sorted by position size

Range Rock Capital, LLC 10.51% Anomaly Capital Management, LP 3Y 6.82% Hook Mill Capital Partners, LP 3Y 5.92% Tabor Asset Management, LP 3Y 4.87% Dorsal Capital Management, LP 3Y 7Y 4.77% Alua Capital Management LP 3Y 4.69% Masterton Capital Management, LP 3Y 4.12% Savoir Faire Capital Management, L.P. 3.77% SRS Investment Management, LLC 3Y 7Y 3.51% Shellback Capital, LP 3Y 7Y 2.3%
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