Balyasny Asset Management L.P.
Position in AESI — Atlas Energy Solutions Inc.
CIK 1218710
Chicago, IL
Position in AESI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,731,308
+$890,796 QoQ
Shares Held
284,847
-2.7% QoQ
Ownership
0.228%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#59
of 283 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AESI Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026Balyasny Asset Management L.P. holds $199,206,424 across 19 Oil & Gas Equipment & Services names. AESI ranks #10 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LBRT |
Liberty Energy Inc.
|
1,401,121 | $36,695,358 | |
| 2 | WBI |
WaterBridge Infrastructure LLC
|
831,453 | $28,493,894 | |
| 3 | BKR |
Baker Hughes Co
|
503,321 | $27,934,315 | |
| 4 | HAL |
Halliburton Co
|
564,616 | $19,168,712 | |
| 5 | KGS |
Kodiak Gas Services, Inc.
|
244,965 | $18,404,220 | |
| 6 | TDW |
Tidewater Inc
|
239,673 | $15,969,411 | |
| 7 | NEXT |
NextDecade Corp
|
1,926,956 | $14,529,248 | |
| 8 | WFRD |
Weatherford International plc
|
150,999 | $12,306,418 |
All Filings in AESI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,731,308 | 284,847 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,840,512 | 292,722 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $11,523,796 | 1,223,333 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,132,065 | 99,566 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,496,179 | 186,700 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,641,048 | 91,987 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||