Current position

Jeff Smith’s Bloomin Brands Inc (BLMN) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Starboard Value LPVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ3 2023Earliest verified positive filing snapshot
Latest statusCurrent positionBased on the latest supported relationship state
Peak shares8.44MHighest verified quarter-end share count
Quarters reported12Verified quarters with shares above zero
What happened?

Starboard Value LP first reported Bloomin Brands Inc in Q3 2023. The reported position was increased and reduced across later filings. Starboard Value LP currently reports 4.18M shares. The latest verified filing showed: Sold 47.6% of the position.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q2 2026
Sold 47.6% of the position−3.80M shares · 4.18M shares remained
Filing context

Quarter-end price $9.14 · Estimated holding basis $24.63

Q2 2025
Sold 5.4% of the position−460.01K shares · 7.98M shares remained
Filing context

Quarter-end price $8.61 · Estimated holding basis $24.63

Q4 2023
Bought 1.2% more+100.00K shares · 8.44M shares reported after the change
Filing context

Quarter-end price $28.15 · Estimated holding basis $24.63

Q3 2023
New position+8.34M shares · 8.34M shares reported
Filing context

Quarter-end price $24.59 · Estimated holding basis $24.59

8 unchanged quarters are collapsed by default.

Portfolio importance

How important is Bloomin Brands Inc in Starboard Value LP’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Current portfolio weight0.8%Q2 2026
Current rank#19of 21 reported positions
Peak portfolio weight5.3%Q3 2023
Best historical rank#10Q3 2023
At peak importanceQ3 2023
BLMN
5.3%
Largest holding
19.0%
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$8.072026-09-18

Market context only; not an investor transaction price.

Latest filing quarter-end price$9.14Q2 2026

Derived from validated reported value and shares where supported.

Estimated holding basis$24.63Historical reference — not actual purchase price

Calculated from supported filing history.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

This tracker follows Starboard Value LP’s Form 13F disclosures—not Jeff Smith’s personal brokerage account. Form 13F reports quarter-end U.S.-listed positions and certain options, but it does not reveal exact trade dates, execution prices, short positions or the purpose of an option position.