SEC 13F Intelligence

Carolina Wealth Advisors, LLC / BLMN

Carolina Wealth Advisors, LLC’s Bloomin Brands Inc Position

Does Carolina Wealth Advisors, LLC own Bloomin Brands Inc (BLMN)? Not currently — the last reported position was 486.3K shares worth $3M in Q4 2025; the fund’s latest 13F (Q2 2026) no longer reports it.

Position Value
$3M
Q4 2025
Shares
486.3K
% of Portfolio
+1.34%
Quarters Held
9
position exited

Position History BLMN

Reported value by quarter
Q1 ’20: $7,000Q1 ’20Q2 ’20: $16,000Q3 ’20: $23,000Q3 ’20Q4 ’20: $30,000Q1 ’21: $41,000Q1 ’21Q1 ’25: $4MQ2 ’25: $5MQ2 ’25Q3 ’25: $4MQ4 ’25: $3MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2025486.3K$3M+1.34%
Q3 2025511.1K$4M+1.58%
Q2 2025538.5K$5M+2.29%
Q1 2025531.6K$4M+2.06%
Q1 20211.5K$41,000+0.03%
Q4 20201.5K$30,000+0.02%
Q3 20201.5K$23,000+0.02%
Q2 20201.5K$16,000+0.02%
Q1 20201.0K$7,000+0.01%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Carolina Wealth Advisors, LLC’s full portfolio or all institutional holders of BLMN.