Position in CCI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$53,054,368
+$51,659,021 QoQ
Shares Held
652,495
+4055.8% QoQ
Ownership
0.149%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CCI Over Time
Shares Held
Position Value (USD)
Derivatives in CCI
reported options exposure · as of Mar 31, 2025CallValue
$2,803,787
CallShares
26,900
PutValue
$448,189
PutShares
4,300
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 REIT - Specialty
Real Estate · as of Mar 31, 2026Balyasny Asset Management L.P. holds $485,471,289 across 13 REIT - Specialty names. CCI ranks #5 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GLPI |
Gaming & Leisure Properties, Inc.
|
2,313,321 | $102,642,052 | |
| 2 | AMT |
American Tower Corp /Ma/
|
435,448 | $75,149,615 | |
| 3 | OUT |
OUTFRONT Media Inc.
|
2,474,753 | $65,580,954 | |
| 4 | EQIX |
Equinix Inc
|
65,351 | $64,059,664 | |
| 5 | CCI |
Crown Castle Inc.
This page
|
652,495 | $53,054,368 | |
| 6 | EPR |
Epr Properties
|
975,064 | $48,714,197 | |
| 7 | RYN |
Rayonier Inc
|
2,164,890 | $44,640,031 | |
| 8 | IRM |
Iron Mountain Inc
|
128,692 | $13,144,600 |
All Filings in CCI
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $53,054,368 | 652,495 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,395,347 | 15,701 | Shares | Sole | 2026-02-17 | |
| 2025-03-31 | $2,803,787 | 26,900 | Call | Sole | 2025-05-15 | |
| 2025-03-31 | $448,189 | 4,300 | Put | Sole | 2025-05-15 | |
| 2024-12-31 | $2,123,784 | 23,400 | Put | Sole | 2025-02-14 | |
| 2024-12-31 | $12,625,351 | 139,107 | Shares | Sole | 2025-02-14 | |
| 2024-12-31 | $11,245,164 | 123,900 | Call | Sole | 2025-02-14 | |
| 2024-09-30 | $61,075,825 | 514,843 | Shares | Sole | 2024-11-14 | |
| 2024-09-30 | $4,306,269 | 36,300 | Call | Sole | 2024-11-14 | |
| 2024-09-30 | $3,724,982 | 31,400 | Put | Sole | 2024-11-14 | |
| 2024-06-30 | $43,609,665 | 446,363 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $100,411,186 | 948,797 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $190,231,216 | 1,651,456 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $830,478 | 9,024 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $134,824,973 | 1,183,298 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $5,319,871 | 39,748 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $4,729,495 | 34,868 | Shares | Other | 2023-02-14 | |
| 2022-06-30 | $478,030 | 2,839 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $8,168,365 | 44,249 | Shares | Sole | 2022-05-16 | |
| 2020-12-31 | $21,827,973 | 137,119 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $425,241 | 2,554 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||