Position in CPB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$0
-$477,435 QoQ
Shares Held
0
-100.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
13 quarters on record
Common Shares in CPB Over Time
Shares Held
Position Value (USD)
Derivatives in CPB
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$11,691,750
PutShares
525,000
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 Packaged Foods
Consumer Defensive · as of Jun 30, 2026Balyasny Asset Management L.P. holds $415,012,255 across 21 Packaged Foods names.
| # | 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.
|
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 CPB
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,691,750 | 525,000 | Put | Sole | 2026-08-14 | |
| 2025-06-30 | $477,435 | 15,577 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,978,063 | 124,701 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $38,721,284 | 924,577 | Shares | Sole | 2025-02-14 | |
| 2024-12-31 | $3,141,000 | 75,000 | Put | Sole | 2025-02-14 | |
| 2024-06-30 | $93,300,900 | 2,064,636 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $15,665,380 | 352,427 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $375,928 | 8,696 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $318,862 | 7,762 | Shares | Other | 2023-11-14 | |
| 2022-09-30 | $3,534,000 | 75,000 | Put | Sole | 2022-11-15 | |
| 2022-03-31 | $3,040,743 | 68,224 | Shares | Sole | 2022-05-16 | |
| 2021-06-30 | $24,346,701 | 534,036 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $16,080,065 | 319,874 | Shares | Sole | 2021-05-17 | |
| 2020-06-30 | $9,958,606 | 200,657 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||