Dorsal Capital Management, LP: BURLINGTON STORES INC (BURL): Quarterly 13F Position History
As of Q1 2026, Dorsal Capital Management, LP reported 500,000 shares of BURLINGTON STORES INC (BURL), worth $162.7M and representing 6.5% of its 13F equity book. Quarter-over-quarter share count change: + 25,000 (+5.3%) . The position first appeared in Q2 2019 and has been disclosed across 28 13F-HR filings in Pactolio's tracked window.
- 500,000Shares Held (Latest Filing)
- $162.7MReported Market Value (Latest Filing)
- 6.5%Portfolio Weight (% of 13F Equity Book)
- +25,000Quarter-over-Quarter Share Change
- +$25.5MQuarter-over-Quarter Value Change
- 925,000Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 28 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 500,000 | +25,000 | +5.3% | $162.7M | 6.5% | $325.4 |
| Q4 2025 | 475,000 | 325,000 | -40.6% | $137.2M | 4.8% | $288.9 |
| Q3 2025 | 800,000 | +50,000 | +6.7% | $203.6M | 5.5% | $254.5 |
| Q2 2025 | 750,000 | +50,000 | +7.1% | $174.5M | 5.0% | $232.6 |
| Q1 2025 | 700,000 | +185,000 | +35.9% | $166.8M | 5.4% | $238.3 |
| Q4 2024 | 515,000 | +115,000 | +28.7% | $146.8M | 4.4% | $285.1 |
| Q3 2024 | 400,000 | 50,000 | -11.1% | $105.4M | 3.4% | $263.5 |
| Q2 2024 | 450,000 | 25,000 | -5.3% | $108.0M | 3.7% | $240.0 |
| Q1 2024 | 475,000 | 150,000 | -24.0% | $110.3M | 3.7% | $232.2 |
| Q4 2023 | 625,000 | 100,000 | -13.8% | $121.5M | 3.9% | $194.5 |
| Q3 2023 | 725,000 | +100,000 | +16.0% | $98.1M | 3.5% | $135.3 |
| Q2 2023 | 625,000 | +350,000 | +127.3% | $98.4M | 3.9% | $157.4 |
| Q1 2023 | 275,000 | 75,000 | -21.4% | $55.6M | 2.1% | $202.1 |
| Q4 2022 | 350,000 | 575,000 | -62.2% | $71.0M | 4.5% | $202.8 |
| Q3 2022 | 925,000 | +200,000 | +27.6% | $103.5M | 6.7% | $111.9 |
| Q2 2022 | 725,000 | +275,000 | +61.1% | $98.8M | 6.6% | $136.2 |
| Q1 2022 | 450,000 | +225,000 | +100.0% | $82.0M | 4.2% | $182.2 |
| Q4 2021 | 225,000 | +225,000 | — | $65.6M | 3.9% | $291.5 |
| Q3 2021 | 0 | 195,000 | -100.0% | $0 | 0.0% | — |
| Q2 2021 | 195,000 | 0 | — | $62.8M | 2.9% | $322.0 |
| Q1 2021 | 195,000 | 105,000 | -35.0% | $58.3M | 3.0% | $298.8 |
| Q4 2020 | 300,000 | 165,000 | -35.5% | $78.5M | 4.5% | $261.6 |
| Q3 2020 | 465,000 | 50,000 | -9.7% | $95.8M | 7.4% | $206.1 |
| Q2 2020 | 515,000 | +40,000 | +8.4% | $101.4M | 6.6% | $196.9 |
| Q1 2020 | 475,000 | +100,000 | +26.7% | $75.3M | 6.1% | $158.5 |
| Q4 2019 | 375,000 | +175,000 | +87.5% | $85.5M | 5.7% | $228.0 |
| Q3 2019 | 200,000 | 250,000 | -55.6% | $40.0M | 2.7% | $199.8 |
| Q2 2019 | 450,000 | — | — | $76.6M | 4.4% | $170.2 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Dorsal Capital Management, LP first disclose a BURL position in 13F-HR filings?
Dorsal Capital Management, LP first reported BURLINGTON STORES INC (BURL) on its 13F-HR filing for the period ending 2019-06-30 (Q2 2019). The position has appeared on 28 reported quarters within Pactolio's tracked window.
What was Dorsal Capital Management, LP's most recent quarter-over-quarter share-count change in BURL?
Between Q4 2025 and Q1 2026, Dorsal Capital Management, LP added 25,000 shares of BURL (+5.3%), bringing the total reported position to 500,000 shares at a market value of $162.7M.
Does the implied price-per-share represent Dorsal Capital Management, LP's cost basis in BURL?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.