BLMN
Bloomin' Brands Inc
2 super-investors hold BLMN worth a combined $14M. The largest position: Bill Miller at 2.9% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 34 — ranked #244 of 724 scored stocks.
Why super-investors own BLMN
Bill Miller initiated the only notable cohort position in BLMN this quarter, making it a 2.9% allocation — his largest disclosed bet among our tracked names — with a market value of roughly $11M. Joel Greenblatt holds a token $3M position that rounds to 0.0% of his portfolio, suggesting a quant-screen-driven inclusion rather than high-conviction ownership. Combined cohort exposure sits at just $14M across two holders, and the owner count has held at one meaningful participant for the prior eight quarters before Miller's entry. Interest is technically rising given Miller's new position, but the cohort footprint remains thin; this looks like a single contrarian bet rather than a developing consensus.
AI-synthesized from 13F filings. Not investment advice.
Owners (2) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Bill Miller | 2.9% | — 1q | $11M | 2,036,734 |
| 2 | Joel Greenblatt | <0.1% | 36q | $3M | 593,876 |
Owners of BLMN also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Bill Miller | NEW | 2.9% | +100% | $11M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 094235108. Not investment advice.