Position in AGX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$440,621
-$200,745 QoQ
Shares Held
809
-60.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AGX Over Time
Shares Held
Position Value (USD)
Derivatives in AGX
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$34,421,880
PutShares
63,200
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 AGX
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $440,621 | 809 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $34,421,880 | 63,200 | Put | Sole | 2026-05-15 | |
| 2025-12-31 | $641,366 | 2,047 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $8,388,293 | 31,062 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $55,861,915 | 253,365 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $12,358,312 | 94,216 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $23,063,969 | 168,301 | Shares | Sole | 2025-02-14 | |
| 2023-09-30 | $323,556 | 7,108 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||