Position in ACM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$22,698,679
-$2,458,644 QoQ
Shares Held
267,610
+4.3% QoQ
Ownership
0.208%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ACM Over Time
Shares Held
Position Value (USD)
Derivatives in ACM
reported options exposure · as of Sep 30, 2021CallValue
$631,500
CallShares
10,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Engineering & Construction
Industrials · as of Jun 30, 2026Balyasny Asset Management L.P. holds $441,062,889 across 21 Engineering & Construction names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ACA |
Arcosa, Inc.
|
838,952 | $121,891,336 | |
| 2 | FIX |
Comfort Systems USA Inc
|
40,771 | $80,806,083 | |
| 3 | STRL |
Sterling Infrastructure, Inc.
|
74,351 | $62,407,255 | |
| 4 | J |
Jacobs Solutions Inc.
|
399,514 | $50,338,764 | |
| 5 | GVA |
Granite Construction Inc
|
245,464 | $38,802,949 | |
| 6 | CDNL |
Cardinal Infrastructure Group Inc.
|
302,634 | $28,508,122 | |
| 7 | TTEK |
Tetra Tech Inc
|
456,640 | $13,192,329 | |
| 8 | TPC |
Tutor Perini Corp
|
147,923 | $12,273,171 |
All Filings in ACM
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22,698,679 | 267,610 | Shares | Sole | 2026-05-15 | |
| 2024-03-31 | $25,157,323 | 256,498 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,906,091 | 31,441 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $9,738,349 | 117,273 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $424,720 | 5,015 | Shares | Other | 2023-08-14 | |
| 2022-03-31 | $16,388,181 | 213,360 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,153,133 | 14,908 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $631,500 | 10,000 | Call | Sole | 2021-12-01 | |
| 2021-09-30 | $11,555,502 | 182,985 | Shares | Sole | 2021-12-01 | |
| 2021-03-31 | $6,778,157 | 105,727 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $17,754,684 | 356,663 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $4,811,390 | 114,995 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||