Balyasny Asset Management L.P.

Position in CMC — COMMERCIAL METALS Co

CIK 1218710 Chicago, IL

Position in CMC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$7,611,135

-$20,566,377 QoQ

Shares Held

121,293

-78.6% QoQ

Ownership

0.110%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#83

of 520 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Balyasny Asset Management L.P. holds $127,633,873 across 9 Metal Fabrication names. CMC ranks #2 (6.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ATI	Ati Inc	514,088	$101,326,744
2	CMC	COMMERCIAL METALS Co This page	121,293	$7,611,135
3	MLI	Mueller Industries Inc	91,378	$5,616,548
4	ESAB	ESAB Corp	52,937	$5,221,176
5	WOR	Worthington Enterprises, Inc.	41,846	$2,249,640
6	RYZ	Ryerson Holding Corp	76,049	$1,871,565
7	MEC	Mayville Engineering Company, Inc.	47,052	$1,762,567
8	IIIN	Insteel Industries Inc	58,089	$1,754,287

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,611,135	121,293	-78.6%	Shares	Sole	2026-08-14
2024-12-31	$28,177,512	568,095	+15350.0%	Shares	Sole	2025-02-14
2024-09-30	$202,087	3,677	-57.1%	Shares	Sole	2024-11-14
2024-06-30	$471,704	8,578	-95.3%	Shares	Sole	2024-08-14
2023-06-30	$9,557,315	181,491	-39.4%	Shares	Other	2023-08-14
2023-03-31	$14,649,412	299,579	+5099.2%	Shares	Other	2023-05-15
2022-12-31	$278,304	5,762	-92.7%	Shares	Other	2023-02-14
2022-03-31	$3,306,043	79,434	-52.8%	Shares	Sole	2022-05-16
2021-12-31	$6,105,465	168,241	+66.5%	Shares	Sole	2022-02-14
2021-09-30	$3,077,008	101,018	+233.8%	Shares	Sole	2021-12-01
2021-06-30	$929,648	30,262	-61.1%	Shares	Sole	2021-08-16
2021-03-31	$2,398,180	77,762	+189.4%	Shares	Sole	2021-05-17
2020-12-31	$551,868	26,868	-18.6%	Shares	Sole	2021-02-16
2020-03-31	$520,975	32,994	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.