Balyasny Asset Management L.P.

Position in ARCO — Arcos Dorados Holdings Inc.

CIK 1218710 Chicago, IL

Position in ARCO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,910,389

+$845,275 QoQ

Shares Held

237,021

+63.3% QoQ

Ownership

0.113%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#52

of 174 holders

Holding Since

Sep 2020

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Balyasny Asset Management L.P. holds $532,305,594 across 21 Restaurants names. ARCO ranks #15 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CMG	Chipotle Mexican Grill Inc	3,737,941	$127,089,994
2	SBUX	Starbucks Corp	1,239,911	$126,706,505
3	TXRH	Texas Roadhouse, Inc.	315,756	$61,013,531
4	CAVA	Cava Group, Inc.	672,329	$52,764,379
5	CAKE	Cheesecake Factory Inc	562,400	$44,733,296
6	YUM	Yum Brands Inc	148,808	$23,788,446
7	BJRI	BJs RESTAURANTS INC	310,450	$18,856,733
8	PZZA	Papa Johns International Inc	477,286	$17,549,806

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,910,389	237,021	+63.3%	Shares	Sole	2026-08-14
2025-12-31	$1,065,114	145,111	+306.2%	Shares	Other	2026-02-17
2025-03-31	$287,943	35,725	-83.3%	Shares	Sole	2025-05-15
2024-12-31	$1,562,018	214,563	+374.7%	Shares	Sole	2025-02-14
2024-09-30	$394,144	45,200	-13.3%	Shares	Sole	2024-11-14
2024-06-30	$469,404	52,156	-45.7%	Shares	Sole	2024-08-14
2024-03-31	$1,068,565	96,094	+806.1%	Shares	Sole	2024-05-13
2023-06-30	$108,701	10,605	-38.3%	Shares	Other	2023-08-14
2023-03-31	$132,588	17,197	-52.3%	Shares	Other	2023-05-15
2022-12-31	$301,603	36,077	-47.6%	Shares	Other	2023-02-14
2022-09-30	$501,756	68,828	+224.2%	Shares	Other	2022-11-15
2022-06-30	$143,090	21,230	+10.7%	Shares	Other	2022-08-15
2020-09-30	$78,597	19,170	—	Shares	Sole	2020-11-16
No filing history on record for this holder in this stock.