Balyasny Asset Management L.P.
Position in AIT — Applied Industrial Technologies Inc
CIK 1218710
Chicago, IL
Position in AIT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$15,176,172
-$11,167,716 QoQ
Shares Held
44,880
-54.8% QoQ
Ownership
0.122%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#110
of 614 holders
Holding Since
Sep 2020
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AIT Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026Balyasny Asset Management L.P. holds $374,422,788 across 10 Industrial Distribution names. AIT ranks #6 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | QXO |
QXO, Inc.
|
7,762,412 | $134,134,479 | |
| 2 | FERG |
Ferguson Enterprises Inc. /DE/
|
379,746 | $90,125,118 | |
| 3 | SITE |
SiteOne Landscape Supply, Inc.
|
456,856 | $52,268,894 | |
| 4 | GWW |
W.W. Grainger, Inc.
|
28,730 | $39,084,292 | |
| 5 | POOL |
Pool Corp
|
153,626 | $33,014,227 | |
| 6 | AIT |
Applied Industrial Technologies Inc
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|
44,880 | $15,176,172 | |
| 7 | CNM |
Core & Main, Inc.
|
199,699 | $9,635,476 | |
| 8 | BXC |
BlueLinx Holdings Inc.
|
9,656 | $597,513 |
All Filings in AIT
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,176,172 | 44,880 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $26,343,888 | 99,291 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $23,288,011 | 90,696 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $20,979,283 | 80,365 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,370,989 | 18,804 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $373,613 | 1,658 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $466,487 | 1,948 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,683,052 | 20,988 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $11,668,712 | 60,148 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $18,835,404 | 95,345 | Shares | Sole | 2024-05-13 | |
| 2023-06-30 | $24,263,225 | 167,529 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $6,624,394 | 46,608 | Shares | Other | 2023-05-15 | |
| 2021-09-30 | $1,594,579 | 17,692 | Shares | Sole | 2021-12-01 | |
| 2021-06-30 | $1,482,456 | 16,280 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $10,068,085 | 110,432 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $15,387,504 | 197,301 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $10,236,698 | 185,784 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||