Mutual Advisors, LLC BLMN β€” BLOOMIN BRANDS INC

Ownership history in Mutual Advisors, LLC  Β·  5 quarters on record

AI Ownership Summary

Mutual Advisors, LLC reported BLOOMIN BRANDS INC (BLMN) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.03% in 2025 Q2. The latest visible filing shows BLMN at 0.02% 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.

What this BLMN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Mutual Advisors, LLC's position in BLOOMIN BRANDS INC, 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

BLMN was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% 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
2025 Q1 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 Mutual Advisors, LLC held BLMN β€” position size vs. price
% of Fund (quarterly)    BLMN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED β€” β€” β€” 147,878 β€” 0% 0.02% $799K 2026-05-04 $5.63
2025 Q4 REDUCED β€” β€” β€” 147,878 -42 -0.0% 0.02% $912K 2026-02-02 $5.97
2025 Q3 ADDED β€” β€” β€” 147,920 +43,553 +41.7% 0.02% $1.1M 2025-11-04 $6.89
2025 Q2 REDUCED β€” β€” β€” 104,367 -9 -0.0% 0.03% $1.0M 2025-07-28 $9.48
2025 Q1 INITIATED β€” β€” β€” 104,376 β€” β€” 0.02% $844K 2025-04-28 $7.94

FAQ About Mutual Advisors, LLC and BLMN

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

How long has Mutual Advisors, LLC reported owning BLMN?

Mutual Advisors, LLC reported BLMN across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported BLMN position in Mutual Advisors, LLC's portfolio?

The largest reported portfolio weight for BLMN was 0.03% in 2025 Q2.

What is the latest reported BLMN position on this page?

The most recent filing on this page is 2026 Q1, when Mutual Advisors, LLC reported 147,878 shares, equal to 0.02% of portfolio, with an estimated market value of $799K.

What does the chart on this BLMN ownership page compare?

The chart compares Mutual Advisors, LLC's quarterly BLMN 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 Mutual Advisors, LLC time their BLMN position?

Based on 13F filing dates vs. subsequent BLMN price moves, Mutual Advisors, LLC correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on BLMN relative to SPY over the holding period was -45.9%.

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