Position in CNX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$375,096
-$36,733 QoQ
Shares Held
11,055
+3.5% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#217
of 380 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CNX Over Time
Shares Held
Position Value (USD)
Derivatives in CNX
reported options exposure · as of Dec 31, 2022CallValue
$0
CallShares
0
PutValue
$6,736,000
PutShares
400,000
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 Oil & Gas E&P
Energy · as of Jun 30, 2026Balyasny Asset Management L.P. holds $455,426,512 across 32 Oil & Gas E&P names. CNX ranks #29 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DVN |
Devon Energy Corp/De
|
2,949,845 | $121,887,595 | |
| 2 | EXE |
EXPAND ENERGY Corp
|
675,722 | $61,619,089 | |
| 3 | EOG |
Eog Resources Inc
|
350,934 | $45,526,666 | |
| 4 | CRC |
California Resources Corp
|
529,735 | $28,007,089 | |
| 5 | OVV |
Ovintiv Inc.
|
510,610 | $26,883,616 | |
| 6 | AR |
ANTERO RESOURCES Corp
|
752,717 | $26,450,475 | |
| 7 | OXY |
Occidental Petroleum Corp /De/
|
503,765 | $24,467,866 | |
| 8 | PR |
Permian Resources Corp
|
1,287,306 | $23,699,303 |
All Filings in CNX
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $375,096 | 11,055 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $411,829 | 10,683 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $371,855 | 10,113 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $35,507,246 | 1,105,456 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,305,442 | 157,525 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $27,961,606 | 888,234 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,123,788 | 30,646 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,174,376 | 36,057 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $902,817 | 37,153 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,035,852 | 43,670 | Shares | Sole | 2024-05-13 | |
| 2023-06-30 | $5,726,306 | 323,155 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $6,051,601 | 377,753 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $27,091,466 | 1,608,757 | Shares | Other | 2023-02-14 | |
| 2022-12-31 | $6,736,000 | 400,000 | Put | Sole | 2023-02-14 | |
| 2022-09-30 | $22,188,378 | 1,428,743 | Shares | Other | 2022-11-15 | |
| 2022-06-30 | $17,117,856 | 1,039,967 | Shares | Other | 2022-08-15 | |
| 2021-06-30 | $3,709,427 | 271,554 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $5,086,302 | 346,007 | Shares | Sole | 2021-05-17 | |
| 2020-03-31 | $1,259,244 | 236,700 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||