Position in BRBR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$27,693,010
+$2,976,196 QoQ
Shares Held
2,140,109
+39.3% QoQ
Ownership
1.84%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#19
of 362 holders
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BRBR Over Time
Shares Held
Position Value (USD)
Derivatives in BRBR
reported options exposure · as of Jun 30, 2026CallValue
$1,294,000
CallShares
100,000
PutValue
$0
PutShares
0
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 Packaged Foods
Consumer Defensive · as of Jun 30, 2026Balyasny Asset Management L.P. holds $415,012,255 across 21 Packaged Foods names. BRBR ranks #5 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SJM |
J M SMUCKER Co
|
1,137,274 | $127,943,325 | |
| 2 | FRPT |
Freshpet, Inc.
|
1,424,830 | $84,235,949 | |
| 3 | DAR |
Darling Ingredients Inc.
|
1,407,696 | $76,888,355 | |
| 4 | HRL |
Hormel Foods Corp /De/
|
1,193,319 | $29,618,177 | |
| 5 | BRBR |
Bellring Brands, Inc.
This page
|
2,140,109 | $27,693,010 | |
| 6 | POST |
Post Holdings, Inc.
|
242,483 | $21,401,549 | |
| 7 | SMPL |
Simply Good Foods Co
|
1,056,124 | $14,025,326 | |
| 8 | UTZ |
Utz Brands, Inc.
|
1,018,160 | $7,839,832 |
All Filings in BRBR
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,693,010 | 2,140,109 | Shares | Sole | 2026-08-14 | |
| 2026-06-30 | $1,294,000 | 100,000 | Call | Sole | 2026-08-14 | |
| 2026-03-31 | $24,716,814 | 1,536,160 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $36,809,829 | 1,377,098 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,868,793 | 216,473 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $41,391,680 | 714,512 | Shares | Sole | 2025-08-14 | |
| 2025-06-30 | $1,737,900 | 30,000 | Put | Sole | 2025-08-14 | |
| 2025-03-31 | $126,918,931 | 1,704,525 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $94,507,776 | 1,254,417 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $90,323,793 | 1,487,546 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $56,732,991 | 992,877 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $61,822,178 | 1,047,301 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $53,920,196 | 972,762 | Shares | Other | 2024-02-14 | |
| 2023-12-31 | $2,771,500 | 50,000 | Call | Sole | 2024-02-14 | |
| 2023-09-30 | $5,356,972 | 129,929 | Shares | Other | 2023-11-14 | |
| 2023-03-31 | $13,851,090 | 407,385 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $3,463,758 | 135,092 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||