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Disclosery

Verdad Advisers, LP: BLMN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Verdad Advisers, LP on BLMN, newest first. How the timeline and the estimate are built.

Verdad Advisers, LP held 130,000 BLMN shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 130,000 shares
    Change vs previous 13F +30,000 shares

    1.14% of the 13F portfolio, value $1,188,200.

    13F-HR 0001420506-26-001697 filed by Verdad Advisers, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 100,000 shares
    Change vs previous 13F 0 shares

    0.61% of the 13F portfolio, value $540,000.

    13F-HR 0001420506-26-001092 filed by Verdad Advisers, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 100,000 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $617,000.

    13F-HR 0001420506-26-000495 filed by Verdad Advisers, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).