Position in ENVX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$668,282
-$1,454,544 QoQ
Shares Held
110,096
-73.1% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#91
of 298 holders
Holding Since
Dec 2022
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ENVX Over Time
Shares Held
Position Value (USD)
Derivatives in ENVX
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$1,274,700
PutShares
210,000
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 Jun 30, 2026Balyasny Asset Management L.P. holds $338,794,521 across 16 Electrical Equipment & Parts names. ENVX ranks #11 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVT |
nVent Electric plc
|
1,173,238 | $198,992,897 | |
| 2 | BE |
Bloom Energy Corp
|
246,157 | $74,511,723 | |
| 3 | HUBB |
Hubbell Inc
|
56,271 | $29,440,986 | |
| 4 | AEIS |
Advanced Energy Industries Inc
|
40,455 | $15,084,455 | |
| 5 | VRT |
Vertiv Holdings Co
|
21,271 | $7,121,956 | |
| 6 | ENR |
Energizer Holdings, Inc.
|
311,162 | $6,671,313 | |
| 7 | ATKR |
Atkore Inc.
|
28,014 | $2,130,184 | |
| 8 | EOSE |
Eos Energy Enterprises, Inc.
|
255,839 | $1,504,333 |
All Filings in ENVX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $668,282 | 110,096 | Shares | Sole | 2026-08-14 | |
| 2026-06-30 | $1,274,700 | 210,000 | Put | Sole | 2026-08-14 | |
| 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. | ||||||