Position in DCH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,957,374
-$3,565,608 QoQ
Shares Held
545,641
-46.4% QoQ
Ownership
0.230%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#66
of 308 holders
Holding Since
Mar 2020
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DCH Over Time
Shares Held
Position Value (USD)
Derivatives in DCH
reported options exposure · as of Dec 31, 2021CallValue
$0
CallShares
0
PutValue
$1,866,000
PutShares
200,000
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 Auto Parts
Consumer Cyclical · as of Jun 30, 2026Balyasny Asset Management L.P. holds $630,228,112 across 22 Auto Parts names. DCH ranks #13 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORLY |
O Reilly Automotive Inc
|
2,996,975 | $275,991,427 | |
| 2 | ALSN |
Allison Transmission Holdings Inc
|
595,985 | $67,191,348 | |
| 3 | AUR |
Aurora Innovation, Inc.
|
9,397,494 | $64,090,909 | |
| 4 | LEA |
Lear Corp
|
461,477 | $61,865,606 | |
| 5 | MOD |
Modine Manufacturing Co
|
155,079 | $41,409,194 | |
| 6 | GNTX |
Gentex Corp
|
1,356,673 | $34,283,126 | |
| 7 | VC |
Visteon Corp
|
342,627 | $33,992,024 | |
| 8 | BWA |
Borgwarner Inc
|
326,209 | $21,660,277 |
All Filings in DCH
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,957,374 | 545,641 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $6,522,982 | 1,017,626 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,311,896 | 384,675 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,368,456 | 825,602 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,290,620 | 562,806 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,661,550 | 285,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,057,247 | 332,888 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,030,815 | 147,470 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,985,139 | 269,720 | Shares | Sole | 2024-05-13 | |
| 2022-12-31 | $33,172 | 4,242 | Shares | Other | 2023-02-14 | |
| 2021-12-31 | $1,866,000 | 200,000 | Put | Sole | 2022-02-14 | |
| 2020-09-30 | $1,078,043 | 186,836 | Shares | Sole | 2020-11-16 | |
| 2020-03-31 | $268,417 | 74,354 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||