Balyasny Asset Management L.P.
Position in BOBS — Bob's Discount Furniture, Inc.
CIK 1218710
Chicago, IL
Position in BOBS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$15,680,151
+$112,741 QoQ
Shares Held
991,160
-25.2% QoQ
Ownership
0.758%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#11
of 104 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BOBS Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026Balyasny Asset Management L.P. holds $391,955,997 across 18 Specialty Retail names. BOBS ranks #7 (4.0% 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
|
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.
This page
|
991,160 | $15,680,151 | |
| 8 | ARHS |
Arhaus, Inc.
|
973,645 | $8,198,090 |
All Filings in BOBS
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,680,151 | 991,160 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||