Position in BLMN
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$531,046
+$256,025 QoQ
Shares Held
98,342
+120.6% QoQ
Ownership
0.115%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
8 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in BLMN Over Time
Shares Held
Position Value (USD)
Derivatives in BLMN
reported options exposure · as of Jun 30, 2020CallValue
$10,660
CallShares
1,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026Creative Planning holds $288,745,867 across 29 Restaurants names. BLMN ranks #21 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
445,841 | $138,562,923 | |
| 2 | SBUX |
Starbucks Corp
|
508,092 | $45,519,961 | |
| 3 | YUM |
Yum Brands Inc
|
146,316 | $22,749,210 | |
| 4 | TXRH |
Texas Roadhouse, Inc.
|
85,140 | $14,060,019 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
420,721 | $13,467,279 | |
| 6 | DRI |
Darden Restaurants Inc
|
42,289 | $8,290,335 | |
| 7 | EAT |
Brinker International, Inc
|
42,824 | $6,113,981 | |
| 8 | DPZ |
Dominos Pizza Inc
|
16,812 | $6,031,977 |
All Filings in BLMN
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $531,046 | 98,342 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $275,021 | 44,574 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $549,787 | 76,679 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $399,366 | 46,384 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $257,854 | 35,963 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $274,175 | 22,455 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $218,592 | 13,224 | Shares | Defined | 2024-10-11 | |
| 2020-06-30 | $10,660 | 1,000 | Call | Sole | 2020-07-23 | |
| 2020-06-30 | $110,704 | 10,385 | Shares | Sole | 2020-07-23 | |
| No filing history on record for this holder in this stock. | ||||||