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Equibles

Creative Planning

Position in BLMN — Bloomin' Brands, Inc.

CIK 1540235 OVERLAND PARK, KS
Back to BLMN Full portfolio

Position in BLMN

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$1,505,530
+$974,484 QoQ
Shares Held
164,719
+67.5% QoQ
Ownership
0.192%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#60
of 238 holders
Holding Since
Jun 2020
9 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, 2020
CallValue
$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 Jun 30, 2026

Creative Planning holds $302,703,227 across 28 Restaurants names. BLMN ranks #20 (0.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MCD
Mcdonalds Corp
 414,358 $112,005,110
2 SBUX
Starbucks Corp
 579,189 $59,187,323
3 YUM
Yum Brands Inc
 142,118 $22,718,982
4 TXRH
Texas Roadhouse, Inc.
 103,968 $20,089,736
5 CMG
Chipotle Mexican Grill Inc
 391,711 $13,318,174
6 EAT
Brinker International, Inc
 56,746 $9,533,328
7 DRI
Darden Restaurants Inc
 45,924 $9,460,802
8 DPZ
Dominos Pizza Inc
 31,670 $9,375,586

All Filings in BLMN

Export CSV
10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,505,530 164,719
2026-03-31 $531,046 98,342
2025-12-31 $275,021 44,574
2025-09-30 $549,787 76,679
2025-06-30 $399,366 46,384
2025-03-31 $257,854 35,963
2024-12-31 $274,175 22,455
2024-09-30 $218,592 13,224
2020-06-30 $10,660 1,000
2020-06-30 $110,704 10,385