Position in ENVX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,122,826
+$1,598,206 QoQ
Shares Held
409,812
+707.7% QoQ
Ownership
0.188%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
3 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in ENVX Over Time
Shares Held
Position Value (USD)
Derivatives in ENVX
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$2,693,600
PutShares
520,000
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 Electrical Equipment & Parts
Industrials · as of Mar 31, 2026Balyasny Asset Management L.P. holds $332,273,976 across 17 Electrical Equipment & Parts names. ENVX ranks #9 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVT |
nVent Electric plc
|
1,775,062 | $209,954,333 | |
| 2 | FPS |
Forgent Power Solutions, Inc.
|
1,342,800 | $39,303,756 | |
| 3 | HUBB |
Hubbell Inc
|
69,219 | $33,968,532 | |
| 4 | BE |
Bloom Energy Corp
|
123,517 | $16,735,318 | |
| 5 | ENR |
Energizer Holdings, Inc.
|
596,204 | $9,789,669 | |
| 6 | AYI |
Acuity Inc. (De)
|
30,071 | $8,426,495 | |
| 7 | AEIS |
Advanced Energy Industries Inc
|
10,781 | $3,479,135 | |
| 8 | ATKR |
Atkore Inc.
|
46,663 | $2,748,917 |
All Filings in ENVX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,122,826 | 409,812 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $2,693,600 | 520,000 | Put | Sole | 2026-05-15 | |
| 2025-06-30 | $524,620 | 50,737 | Shares | Sole | 2025-08-14 | |
| 2022-12-31 | $2,799,000 | 225,000 | Call | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||