Balyasny Asset Management L.P.
Position in BOBS — Bob's Discount Furniture, Inc.
CIK 1218710
Chicago, IL
Position in BOBS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$15,567,410
New position
Shares Held
1,324,886
first reported quarter
Ownership
1.01%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Specialty Retail
Consumer Cyclical · as of Mar 31, 2026Balyasny Asset Management L.P. holds $413,900,740 across 18 Specialty Retail names. BOBS ranks #6 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FIVE |
Five Below, Inc
|
848,065 | $193,765,891 | |
| 2 | BBWI |
Bath & Body Works, Inc.
|
3,362,788 | $62,783,251 | |
| 3 | DKS |
Dick's Sporting Goods, Inc.
|
270,681 | $53,673,335 | |
| 4 | MUSA |
Murphy USA Inc.
|
76,130 | $37,605,936 | |
| 5 | CASY |
Caseys General Stores Inc
|
40,902 | $29,770,929 | |
| 6 | BOBS |
Bob's Discount Furniture, Inc.
This page
|
1,324,886 | $15,567,410 | |
| 7 | ULTA |
Ulta Beauty, Inc.
|
18,731 | $9,790,881 | |
| 8 | ARHS |
Arhaus, Inc.
|
1,049,988 | $7,118,918 |
All Filings in BOBS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,567,410 | 1,324,886 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||