EMERALD MUTUAL FUND ADVISERS TRUST BJRI BJ'S RESTAURANT INC COM

Ownership history in EMERALD MUTUAL FUND ADVISERS TRUST  ·  42 quarters on record

AI Ownership Summary

EMERALD MUTUAL FUND ADVISERS TRUST reported BJ'S RESTAURANT INC COM (BJRI) in 42 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.86% in 2025 Q2. The latest visible filing shows BJRI at 0.55% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BJRI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EMERALD MUTUAL FUND ADVISERS TRUST's position in BJ'S RESTAURANT INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BJRI was reported at 0.55% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.86% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How EMERALD MUTUAL FUND ADVISERS TRUST held BJRI — position size vs. price
% of Fund (quarterly)    BJRI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 322,573 -1,000 -0.3% 0.55% $11.3M 2026-05-04 $36.96
2025 Q4 UNCHANGED 323,573 0% 0.62% $12.7M 2026-02-09 $43.81
2025 Q3 ADDED 323,573 +7,500 +2.4% 0.51% $9.9M 2025-10-30 $28.69
2025 Q2 UNCHANGED 316,073 0% 0.86% $14.1M 2025-08-04 $34.24
2025 Q1 REDUCED 316,073 -2,719 -0.9% 0.77% $10.8M 2025-05-01 $33.49
2024 Q4 REDUCED 12.4% -2.5% 318,792 -45,239 -12.4% 0.68% $11.2M 2025-02-14 $34.96
2024 Q3 REDUCED 6.2% +6.9% 364,031 -23,878 -6.2% 0.62% $11.9M 2024-10-29 $37.64
2024 Q2 UNCHANGED 387,909 0% 0.71% $13.5M 2024-08-06 $29.41
2024 Q1 UNCHANGED 387,909 0% 0.73% $14.0M 2024-05-08 $33.30
2023 Q4 REDUCED 15.8% +0.7% 387,909 -72,620 -15.8% 0.74% $14.0M 2024-02-05 $34.83
32 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About EMERALD MUTUAL FUND ADVISERS TRUST and BJRI

These are the practical questions this page is built to answer before you even open the full history table.

How long has EMERALD MUTUAL FUND ADVISERS TRUST reported owning BJRI?

EMERALD MUTUAL FUND ADVISERS TRUST reported BJRI across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BJRI position in EMERALD MUTUAL FUND ADVISERS TRUST's portfolio?

The largest reported portfolio weight for BJRI was 0.86% in 2025 Q2.

What is the latest reported BJRI position on this page?

The most recent filing on this page is 2026 Q1, when EMERALD MUTUAL FUND ADVISERS TRUST reported 322,573 shares, equal to 0.55% of portfolio, with an estimated market value of $11.3M.

What does the chart on this BJRI ownership page compare?

The chart compares EMERALD MUTUAL FUND ADVISERS TRUST's quarterly BJRI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did EMERALD MUTUAL FUND ADVISERS TRUST time their BJRI position?

Based on 13F filing dates vs. subsequent BJRI price moves, EMERALD MUTUAL FUND ADVISERS TRUST correctly timed 12 out of 32 reported position changes (38%). The annualised alpha on BJRI relative to SPY over the holding period was -7.3%.

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