Joel Greenblatt's BURL Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 2,846 shares of Burlington Stores, Inc. (BURL) worth $822,067, representing 0.00% of the portfolio. First purchased in 2014-Q1, this long-term strategic position has been held for 40 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in BURL, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2014, adding 233,008 shares. Largest reduction occurred in Q2 2015, reducing 149,916 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Burlington Stores (BURL) Holding Value Over Time
Track share changes against reported price movement
Quarterly Burlington Stores (BURL) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +25 | Add 0.89% | 2,846 | $288.85 |
| Q3 2025 | +175 | Add 6.61% | 2,821 | $254.50 |
| Q2 2025 | -273 | Reduce 9.35% | 2,646 | $232.64 |
| Q1 2025 | +197 | Add 7.24% | 2,919 | $238.33 |
| Q4 2024 | -1 | Reduce 0.04% | 2,722 | $285.06 |
| Q3 2024 | -3,021 | Reduce 52.59% | 2,723 | $263.48 |
| Q2 2024 | +3,090 | Add 116.43% | 5,744 | $240.00 |
| Q4 2023 | +173 | Add 6.97% | 2,654 | $194.48 |
| Q3 2023 | -7,372 | Reduce 74.82% | 2,481 | $135.30 |
| Q2 2023 | +2,356 | Add 31.43% | 9,853 | $157.39 |
| Q1 2023 | +7,497 | New Buy | 7,497 | $202.10 |
| Q2 2022 | -1,925 | Sold Out | 0 | $0.00 |
| Q1 2022 | -4,522 | Reduce 70.14% | 1,925 | $182.34 |
| Q4 2021 | +5,093 | Add 376.14% | 6,447 | $291.45 |
| Q3 2021 | +682 | Add 101.49% | 1,354 | $283.60 |
| Q2 2021 | +672 | New Buy | 672 | $321.43 |
| Q2 2020 | -17,476 | Sold Out | 0 | $0.00 |
| Q1 2020 | +720 | Add 4.30% | 17,476 | $158.45 |
| Q4 2019 | +15,352 | Add 1093.45% | 16,756 | $228.04 |
| Q3 2019 | +1,404 | New Buy | 1,404 | $200.14 |
| Q2 2019 | -3,840 | Sold Out | 0 | $0.00 |
| Q1 2019 | +3,840 | New Buy | 3,840 | $156.77 |
| Q3 2018 | -13,749 | Sold Out | 0 | $0.00 |
| Q2 2018 | +13,749 | New Buy | 13,749 | $150.56 |
| Q3 2017 | -41,134 | Sold Out | 0 | $0.00 |
| Q2 2017 | +38,826 | Add 1682.24% | 41,134 | $91.99 |
| Q1 2017 | -1,024 | Reduce 30.73% | 2,308 | $97.49 |
| Q4 2016 | +1 | Add 0.03% | 3,332 | $84.63 |
| Q3 2016 | -45,214 | Reduce 93.14% | 3,331 | $81.06 |
| Q2 2016 | -10,826 | Reduce 18.23% | 48,545 | $66.70 |
| Q1 2016 | +59,371 | New Buy | 59,371 | $56.24 |
| Q4 2015 | -58,391 | Sold Out | 0 | $0.00 |
| Q3 2015 | +54 | Add 0.09% | 58,391 | $51.04 |
| Q2 2015 | -149,916 | Reduce 71.99% | 58,337 | $51.20 |
| Q1 2015 | -82,830 | Reduce 28.46% | 208,253 | $59.42 |
| Q4 2014 | +93,953 | Add 47.66% | 291,083 | $47.26 |
| Q3 2014 | -117,880 | Reduce 37.42% | 197,130 | $39.86 |
| Q2 2014 | +233,008 | Add 284.15% | 315,010 | $31.86 |
| Q1 2014 | +82,002 | New Buy | 82,002 | $29.52 |
Joel Greenblatt's Burlington Stores Investment FAQs
Joel Greenblatt first purchased Burlington Stores, Inc. (BURL) in Q1 2014, acquiring 82,002 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Burlington Stores, Inc. (BURL) for 40 quarters since Q1 2014.
Joel Greenblatt's largest addition to Burlington Stores, Inc. (BURL) was in Q2 2014, adding 315,010 shares worth $10.04 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 2,846 shares of Burlington Stores, Inc. (BURL), valued at approximately $822,067.
As of the Q4 2025 filing, Burlington Stores, Inc. (BURL) represents approximately 0.00% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Burlington Stores, Inc. (BURL) was 315,010 shares, as reported at the end of Q2 2014.