Burford Capital Limited (BUR): A Bull Case Theory
We came across a bullish thesis on Burford Capital Limited on Valueinvestorsclub.com by zbeex. In this article, we will summarize the bulls’ thesis on BUR.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Orbis Investment Management William B. Gray | 12,051,544 | $107,499,772 | +32% | 0.45% |
| 2. | Leucadia National Ian Cumming And Joseph Steinberg | 2,503,521 | $22,331,407 | 0.11% | |
| 3. | Bandera Partners Gregory Bylinsky And Jefferson Gramm | 2,414,460 | $21,536,983 | -1% | 9.68% |
| 4. | Langdon Equity Partners Greg Dean | 2,015,000 | $19,660,590 | 10.12% | |
| 5. | Breach Inlet Capital Chris Colvin | 1,952,077 | $17,412,527 | -8% | 8.2% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $13.25 | 25,283 | $334,999.75 | 25,283 | 2025-03-10 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $14.60 | 210,000 | $3,064,950.00 | 278,862 | 2025-07-09 | Filing | |
| $14.60 | 210,000 | $3,064,950.00 | 3,406,625 | 2025-07-09 | Filing | |
| $14.60 | 17,500 | $255,412.50 | 293,479 | 2025-07-09 | Filing | |
| $14.60 | 7,000 | $102,165.00 | 80,172 | 2025-07-09 | Filing | |
| $14.61 | 90,000 | $1,314,900.00 | 452,185 | 2025-01-28 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 6,779,231 | $6,071,565,434 | 2.1% | |
| 2. | 11,779,050 | $105,069,124 | 0% | |
| 3. | 8,715,892 | $75,112,038 | 0.02% | |
| 4. | 7,647,727 | $68,508,591 | 6.5% | |
| 5. | 6,040,236 | $53,878,906 | 0.01% |