Welcome to our dedicated page for Burford Capital SEC filings (Ticker: BUR), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on Burford Capital's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.
Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time EDGAR feed updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into Burford Capital's regulatory disclosures and financial reporting.
Burford Capital Ltd has a significant shareholder filing from Orbis Investment Management Ltd and Allan Gray Australia Pty Ltd. The reporting persons state beneficial ownership of 20,449,228 shares of Burford Capital common stock, representing 9.3% of the class.
Orbis Investment Management Ltd reports sole voting and dispositive power over 20,244,986 shares, while Allan Gray Australia Pty Ltd reports sole voting and dispositive power over 204,242 shares, with no shared power. Both are classified as Non-U.S. Institutions equivalent to Investment Advisers. They note that other persons have rights to dividends or sale proceeds and each disclaims beneficial ownership of shares held by the other.
Ameriprise Financial, Inc. and Columbia Management Investment Advisers, LLC filed Amendment No. 4 to a Schedule 13G for Burford Capital Ltd common stock. The reporting group shows shared voting power over 17,561,640 shares and shared dispositive power over 18,474,414 shares.
These positions represent 8.4% of Burford Capital’s outstanding common stock for each reporting person. Ameriprise, as parent of Columbia Management, may be deemed to beneficially own the shares reported by Columbia, but both entities disclaim beneficial ownership of the reported shares.
Burford Capital Limited reported a net loss attributable to shareholders of $1,629,865 thousand for the six months ended June 30, 2026, primarily driven by a $2.4 billion capital provision loss on YPF-related assets after the US Court of Appeals for the Second Circuit reversed the prior YPF judgment.
Capital provision assets declined to $3,184,677 thousand, and equity attributable to Burford fell to $819,059 thousand, while debt payable increased to $2,403,336 thousand and finance costs rose to $99,268 thousand. Despite the loss, cash and cash equivalents increased to $696,899 thousand, supported by issuing $500.0 million 8.50% senior notes due 2034 and redeeming the 5.000% bonds due 2026.
Burford Capital Limited reported mixed results for the three and six months ended June 30, 2026. Consolidated GAAP net income was $9 million in 2Q26, while net income attributable to shareholders was $2 million, compared with $88 million in 2Q25. For YTD26, net income attributable to shareholders was a loss of $(1,630) million, primarily driven by a substantial unrealized fair value write-down of YPF-related assets.
Operationally, cash generation was strong. Burford-only cash receipts were $157 million in 2Q26, the highest quarterly figure since 1Q25 and more than three times 2Q25, with YTD26 cash receipts of $247 million. Cash and marketable securities totaled $733 million as of June 30, 2026, while debt payable was $2,403 million. Tangible book value per share declined to $3.12 from $10.57 at December 31, 2025, and the debt to TBV ratio increased to 3.5x.
Management highlighted July 2026 portfolio developments, including a favorable $600+ million mining arbitration ruling that would entitle the Principal Finance segment to around $200 million if paid in full, an additional US jury verdict that would entitle Burford group-wide to $83 million if paid in full, and a favorable German Supreme Court ruling enabling cases with damages claims exceeding $500 million. The company is prioritizing portfolio-driven cash generation, about $10 million in annualized compensation savings, careful liquidity management and options to address a $400 million 2028 debt maturity, and it does not intend to declare an interim dividend in 2026.
Burford Capital Ltd director and CEO Christopher P. Bogart reported compensation-related share activity involving phantom RSUs and tax withholding. On 2026-06-15, phantom RSUs under the Burford Capital Deferred Compensation Plan were settled, with each unit converting into one Ordinary Share on a one-for-one basis.
Bogart exercised 121,880.3 Phantom RSUs, receiving the same number of Ordinary Shares. To satisfy tax withholding obligations on this settlement, 18,294.3 Ordinary Shares were withheld at $4.64 per share, leaving 103,586 Ordinary Shares held directly after the tax transaction.
He also reports substantial indirect ownership of Ordinary Shares held through LLCs and a trust, including 888,563 shares, 7,647,727 shares, and 375,000 shares in separate entities. These entries reflect holdings structure rather than open-market buying or selling.
Burford Capital Ltd Chief Strategy Officer Elizabeth O’Connell settled 42,112 Phantom RSUs into the same number of Ordinary Shares under the company’s Deferred Compensation Plan, on a one-for-one basis. As part of this settlement, 9,265 Ordinary Shares were delivered to satisfy tax withholding obligations.
After these transactions, O’Connell directly held 32,847 Ordinary Shares and also had 54,359 Ordinary Shares held indirectly through a trust. The filing notes that transactions of her spouse, executive officer Christopher Bogart, are reported separately.
Sievwright John P. reported acquisition or exercise transactions in this Form 4 filing.
Burford Capital Ltd director John P. Sievwright received a grant of 32,076 Ordinary Shares at no cost under the Burford Capital Limited 2021 Non-Employee Directors' Share Plan. Following this equity award, he directly holds a total of 66,319 Ordinary Shares.
Halmy Christopher A reported acquisition or exercise transactions in this Form 4 filing.
Burford Capital Ltd reported that director Christopher A. Halmy received a grant of 22,406 Ordinary Shares on June 15, 2026. The shares were awarded at no cash cost under the Burford Capital Limited 2021 Non-Employee Directors' Share Plan. Following this equity award, he directly holds 59,576 Ordinary Shares. This is a compensation-related grant, not an open-market purchase.
Noel Ricky J. reported acquisition or exercise transactions in this Form 4 filing.
Burford Capital Ltd director Noel Ricky J. received a grant of 7,121 Ordinary Shares on June 15, 2026. The shares were awarded at no cash cost per share as equity compensation. Following this award, his direct holdings reported in this filing total 7,121 Ordinary Shares.
The grant was made under the Burford Capital Limited 2021 Non-Employee Directors' Share Plan, indicating it is part of the company’s standard compensation program for non-employee directors rather than an open-market purchase.
Gillespie Robert Andrew Joseph reported acquisition or exercise transactions in this Form 4 filing.
Burford Capital Ltd director Robert Andrew Joseph Gillespie received a grant of 11,203 Ordinary Shares as equity compensation. The award was made on June 15, 2026 under the Burford Capital Limited 2021 Non-Employee Directors' Share Plan and carried no cash purchase price. Following this grant, Gillespie directly owns a total of 30,185 Ordinary Shares.