Position in DFH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,417,132
-$106,633 QoQ
Shares Held
82,105
-25.0% QoQ
Ownership
0.090%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#49
of 204 holders
Holding Since
Mar 2022
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DFH Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Balyasny Asset Management L.P. holds $212,949,435 across 15 Residential Construction names. DFH ranks #12 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
397,377 | $64,724,765 | |
| 2 | TOL |
Toll Brothers, Inc.
|
287,889 | $47,429,712 | |
| 3 | KBH |
Kb Home
|
608,767 | $38,102,726 | |
| 4 | MTH |
Meritage Homes CORP
|
273,317 | $22,917,630 | |
| 5 | PHM |
Pultegroup Inc/Mi/
|
107,295 | $14,721,946 | |
| 6 | SKY |
Champion Homes, Inc.
|
69,994 | $6,167,871 | |
| 7 | LGIH |
LGI Homes, Inc.
|
76,590 | $4,877,251 | |
| 8 | BZH |
Beazer Homes USA Inc
|
109,859 | $3,081,544 |
All Filings in DFH
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,417,132 | 82,105 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,523,765 | 109,466 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,065,166 | 120,770 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $1,252,506 | 48,322 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $578,995 | 23,040 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $384,016 | 17,022 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,094,853 | 47,050 | Shares | Sole | 2025-02-14 | |
| 2022-03-31 | $273,245 | 15,998 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||