Position in EXPO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$12,113,609
+$5,576,783 QoQ
Shares Held
206,154
+135.6% QoQ
Ownership
0.434%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#40
of 337 holders
Holding Since
Mar 2022
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EXPO Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026Balyasny Asset Management L.P. holds $441,062,889 across 21 Engineering & Construction names. EXPO ranks #9 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ACA |
Arcosa, Inc.
|
838,952 | $121,891,336 | |
| 2 | FIX |
Comfort Systems USA Inc
|
40,771 | $80,806,083 | |
| 3 | STRL |
Sterling Infrastructure, Inc.
|
74,351 | $62,407,255 | |
| 4 | J |
Jacobs Solutions Inc.
|
399,514 | $50,338,764 | |
| 5 | GVA |
Granite Construction Inc
|
245,464 | $38,802,949 | |
| 6 | CDNL |
Cardinal Infrastructure Group Inc.
|
302,634 | $28,508,122 | |
| 7 | TTEK |
Tetra Tech Inc
|
456,640 | $13,192,329 | |
| 8 | TPC |
Tutor Perini Corp
|
147,923 | $12,273,171 |
All Filings in EXPO
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,113,609 | 206,154 | Shares | Sole | 2026-08-14 | |
| 2025-06-30 | $6,536,826 | 87,496 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,492,824 | 80,099 | Shares | Sole | 2025-05-15 | |
| 2024-06-30 | $3,156,842 | 33,188 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,072,158 | 12,966 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,982,971 | 33,882 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,170,004 | 48,715 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,814,938 | 51,596 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $3,802,374 | 38,142 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $4,657 | 47 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $2,199,990 | 25,094 | Shares | Other | 2022-11-15 | |
| 2022-06-30 | $1,019,341 | 11,144 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $1,586,065 | 14,679 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||