BLMN
Bloomin' Brands, Inc. · Consumer Cyclical · Restaurants
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 90 | +2 | 67.85M | $610.83M | +10 | −9 |
| Q1 2026 | 92 | +2 | 64.23M | $349.27M | +12 | −10 |
| Q4 2025 | 90 | +1 | 68.48M | $422.52M | +2 | −1 |
| Q3 2025 | 18 | 0 | 50.02M | $358.62M | n/a | n/a |
| Q2 2025 | 15 | 0 | 45.34M | $390.39M | +1 | −1 |
| Q1 2025 | 12 | -1 | 22.86M | $163.91M | n/a | −1 |
| Q4 2024 | 13 | -1 | 20.29M | $247.76M | n/a | −1 |
| Q3 2024 | 13 | +1 | 16.64M | $275.11M | +3 | −2 |
| Q2 2024 | 12 | n/a | 17.35M | $333.68M | n/a | n/a |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Starboard Value ✦ | 8.44M | n/a | $162.32M | 3.8% | n/c | 1 | SEC ↗ |
| 2 | Citadel Advisors ✦ | 2.13M | n/a | $40.94M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Geode Capital Management ✦ (pasivo) | 1.94M | n/a | $37.23M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Point72 Asset Management ✦ | 1.46M | n/a | $28.12M | 0.1% | n/c | 1 | SEC ↗ |
| 5 | Wellington Management ✦ | 1.28M | n/a | $24.59M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | T. Rowe Price ✦ | 933.62K | n/a | $17.95M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Millennium Management ✦ | 468.51K | n/a | $9.01M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | AQR Capital Management ✦ | 304.87K | n/a | $5.86M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Two Sigma Investments ✦ | 286.08K | n/a | $5.50M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Bridgewater Associates ✦ | 62.56K | n/a | $1.20M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Gotham Asset Management ✦ | 35.05K | n/a | $673,992 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | D. E. Shaw & Co. ✦ | 14.71K | n/a | $282,816 | 0.0% | n/c | 1 | SEC ↗ |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 223 tenedores, 81.43M acciones, $422.05M declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, no relaciones fundamentales.