Position in FRMI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$15,144,411
+$9,224,906 QoQ
Shares Held
1,653,320
+63.1% QoQ
Ownership
0.258%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#26
of 295 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FRMI Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Balyasny Asset Management L.P. holds $632,142,504 across 13 REIT - Specialty names. FRMI ranks #7 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
|
1,128,409 | $202,639,688 | |
| 2 | GLPI |
Gaming & Leisure Properties, Inc.
|
2,808,432 | $125,059,476 | |
| 3 | AMT |
American Tower Corp /Ma/
|
537,426 | $87,906,770 | |
| 4 | OUT |
OUTFRONT Media Inc.
|
2,669,363 | $87,448,331 | |
| 5 | EQIX |
Equinix Inc
|
64,033 | $66,747,358 | |
| 6 | RYN |
Rayonier Inc
|
1,467,064 | $31,219,121 | |
| 7 | FRMI |
Fermi Inc.
This page
|
1,653,320 | $15,144,411 | |
| 8 | SBAC |
Sba Communications Corp
|
55,892 | $9,862,702 |
All Filings in FRMI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,144,411 | 1,653,320 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,919,505 | 1,013,614 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $16,548,872 | 2,068,609 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||