Position in BBY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$72,558,732
+$72,346,551 QoQ
Shares Held
956,230
+28832.8% QoQ
Ownership
0.454%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#44
of 864 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BBY Over Time
Shares Held
Position Value (USD)
Derivatives in BBY
reported options exposure · as of Jun 30, 2026CallValue
$1,153,376
CallShares
15,200
PutValue
$1,191,316
PutShares
15,700
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 Specialty Retail
Consumer Cyclical · as of Jun 30, 2026Balyasny Asset Management L.P. holds $391,955,997 across 18 Specialty Retail names. BBY ranks #2 (18.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FIVE |
Five Below, Inc
|
753,263 | $135,429,154 | |
| 2 | BBY |
Best Buy Co Inc
This page
|
956,230 | $72,558,732 | |
| 3 | MUSA |
Murphy USA Inc.
|
86,099 | $46,396,168 | |
| 4 | ULTA |
Ulta Beauty, Inc.
|
92,861 | $41,878,453 | |
| 5 | RH |
Rh
|
232,674 | $38,328,388 | |
| 6 | BBWI |
Bath & Body Works, Inc.
|
816,369 | $18,882,614 | |
| 7 | BOBS |
Bob's Discount Furniture, Inc.
|
991,160 | $15,680,151 | |
| 8 | ARHS |
Arhaus, Inc.
|
973,645 | $8,198,090 |
All Filings in BBY
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,191,316 | 15,700 | Put | Sole | 2026-08-14 | |
| 2026-06-30 | $1,153,376 | 15,200 | Call | Sole | 2026-08-14 | |
| 2026-06-30 | $72,558,732 | 956,230 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $212,181 | 3,305 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $6,420,000 | 100,000 | Put | Sole | 2026-05-15 | |
| 2025-12-31 | $693,193 | 10,357 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $55,474,983 | 733,602 | Shares | Sole | 2025-11-14 | |
| 2024-12-31 | $2,067,351 | 24,095 | Shares | Sole | 2025-02-14 | |
| 2024-12-31 | $11,797,500 | 137,500 | Put | Sole | 2025-02-14 | |
| 2024-09-30 | $784,563 | 7,595 | Shares | Sole | 2024-11-14 | |
| 2024-03-31 | $321,393 | 3,918 | Shares | Sole | 2024-05-13 | |
| 2024-03-31 | $221,481 | 2,700 | Put | Sole | 2024-05-13 | |
| 2023-12-31 | $447,448 | 5,716 | Shares | Sole | 2024-02-14 | |
| 2023-12-31 | $211,356 | 2,700 | Put | Sole | 2024-02-14 | |
| 2023-06-30 | $28,371,990 | 346,211 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $5,490,404 | 70,147 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $1,454,127 | 18,129 | Shares | Other | 2023-02-14 | |
| 2022-06-30 | $1,260,383 | 19,334 | Shares | Other | 2022-08-15 | |
| 2021-09-30 | $2,350,778 | 22,238 | Shares | Sole | 2021-12-01 | |
| 2021-06-30 | $27,669,592 | 240,647 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $33,372,511 | 290,676 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $4,989,500 | 50,000 | Put | Sole | 2021-02-16 | |
| 2020-06-30 | $22,788,553 | 261,127 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $37,613,331 | 659,883 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||