Back to BURL
HERITAGE INVESTORS MANAGEMENT CORP → BURL
HERITAGE INVESTORS MANAGEMENT CORP BURL Position History
Burlington Stores, Inc. • Consumer Cyclical
Quarters held
5
Latest value
$12.4M
Q3 2026
Peak value
$15.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $11.6M |
| Q4 2025 | $13.4M |
| Q1 2026 | $15.2M |
| Q2 2026 | $14.4M |
| Q3 2026 | $12.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $12.4M | 46.4K | — | — |
| Q2 2026 | $14.4M | 45.4K | — | — |
| Q1 2026 | $15.2M | 46.8K | — | — |
| Q4 2025 | $13.4M | 46.4K | — | — |
| Q3 2025 | $11.6M | 45.8K | — | — |
Other funds holding BURL
$1.5B
$1.5B
$1.5B
$1.3B
$742.8M
$742.8M
$724.9M