Balyasny Asset Management L.P.
Position in CDNL — Cardinal Infrastructure Group Inc.
CIK 1218710
Chicago, IL
Position in CDNL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$28,508,122
+$24,154,281 QoQ
Shares Held
302,634
+175.6% QoQ
Ownership
1.48%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#22
of 156 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CDNL Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026Balyasny Asset Management L.P. holds $441,062,889 across 21 Engineering & Construction names. CDNL ranks #6 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ACA |
Arcosa, Inc.
|
838,952 | $121,891,336 | |
| 2 | FIX |
Comfort Systems USA Inc
|
40,771 | $80,806,083 | |
| 3 | STRL |
Sterling Infrastructure, Inc.
|
74,351 | $62,407,255 | |
| 4 | J |
Jacobs Solutions Inc.
|
399,514 | $50,338,764 | |
| 5 | GVA |
Granite Construction Inc
|
245,464 | $38,802,949 | |
| 6 | CDNL |
Cardinal Infrastructure Group Inc.
This page
|
302,634 | $28,508,122 | |
| 7 | TTEK |
Tetra Tech Inc
|
456,640 | $13,192,329 | |
| 8 | TPC |
Tutor Perini Corp
|
147,923 | $12,273,171 |
All Filings in CDNL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,508,122 | 302,634 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,353,841 | 109,793 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,752,433 | 196,544 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||