Jeffrey Smith’s Bloomin' Brands BLMN Stock Holding History

Jeffrey Smith’s Portfolio BLMN Stock Details BLMN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$38.2M	Sell	4,180,992 -3,800,000	-48%	-$27.7M	0.84%	19
2026 Q1	$43.1M	Hold	7,980,992	–	–	0.94%	21
2025 Q4	$49.2M	Hold	7,980,992	–	–	0.93%	20
2025 Q3	$57.2M	Hold	7,980,992	–	–	1.08%	19
2025 Q2	$68.7M	Sell	7,980,992 -460,008	-5%	-$3.69M	1.19%	18
2025 Q1	$60.5M	Hold	8,441,000	–	–	1.1%	17
2024 Q4	$103M	Hold	8,441,000	–	–	1.86%	18
2024 Q3	$140M	Hold	8,441,000	–	–	2.97%	14
2024 Q2	$162M	Hold	8,441,000	–	–	3.78%	13
2024 Q1	$242M	Hold	8,441,000	–	–	5%	10
2023 Q4	$238M	Buy	8,441,000 +100,000	+1%	+$2.43M	4.94%	10
2023 Q3	$205M	Buy	+8,341,000	New	+$222M	5.25%	10

Other funds holding BLMN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MVP

Miller Value Partners Sarasota, Florida $423M AUM 49.14% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

Jeffrey Smith's BLMN Position: Q2 2026 in Review

Jeffrey Smith reduced its Bloomin' Brands (BLMN) stake by 48% in Q2 2026, selling an estimated $27.7M and leaving 4,180,992 shares worth $38.2M. The position accounts for 0.84% of the portfolio, ranked #19.

Jeffrey Smith first reported a position in BLMN in Q3 2023 and has held it in 12 quarters since. The position peaked at $242M in Q1 2024. 235 funds tracked by Wall St. Rank hold BLMN as of Q2 2026.

Jeffrey Smith held 4,180,992 shares of Bloomin' Brands worth $38.2M as of Q2 2026.
Jeffrey Smith sold 3,800,000 Bloomin' Brands shares in Q2 2026, an estimated $27.7M.
Bloomin' Brands made up 0.84% of Jeffrey Smith's portfolio in Q2 2026, its #19 holding.
Jeffrey Smith first reported a position in Bloomin' Brands in Q3 2023 and has held it in 12 quarters since.
Jeffrey Smith's Bloomin' Brands position peaked at $242M in Q1 2024.
235 funds tracked by Wall St. Rank held Bloomin' Brands as of Q2 2026.

Based on Starboard Value's 13F filing for Q2 2026, filed 14 Aug 2026.