Position in FRPT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$82,579,906
+$25,798,935 QoQ
Shares Held
1,400,609
+50.3% QoQ
Ownership
2.85%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
15 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in FRPT Over Time
Shares Held
Position Value (USD)
Derivatives in FRPT
reported options exposure · as of Mar 31, 2026CallValue
$2,211,000
CallShares
37,500
PutValue
$0
PutShares
0
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 Packaged Foods
Consumer Defensive · as of Mar 31, 2026Balyasny Asset Management L.P. holds $473,765,008 across 24 Packaged Foods names. FRPT ranks #2 (17.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SJM |
J M SMUCKER Co
|
1,166,288 | $112,476,814 | |
| 2 | FRPT |
Freshpet, Inc.
This page
|
1,400,609 | $82,579,906 | |
| 3 | MKC |
Mccormick & Co Inc
|
1,575,982 | $79,492,532 | |
| 4 | DAR |
Darling Ingredients Inc.
|
1,114,648 | $68,940,978 | |
| 5 | BRBR |
Bellring Brands, Inc.
|
1,536,160 | $24,716,814 | |
| 6 | UTZ |
Utz Brands, Inc.
|
2,623,324 | $20,776,725 | |
| 7 | KHC |
Kraft Heinz Co
|
829,235 | $18,649,495 | |
| 8 | SFD |
Smithfield Foods Inc
|
564,891 | $15,800,000 |
All Filings in FRPT
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,211,000 | 37,500 | Call | Sole | 2026-05-15 | |
| 2026-03-31 | $82,579,906 | 1,400,609 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $56,780,971 | 931,905 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,511,000 | 100,000 | Put | Sole | 2025-11-14 | |
| 2025-06-30 | $3,398,000 | 50,000 | Put | Sole | 2025-08-14 | |
| 2024-12-31 | $4,423,305 | 29,865 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $9,445,609 | 69,062 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $15,791,014 | 122,042 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $961,522 | 8,299 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $23,975,952 | 276,348 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $4,571,560 | 88,101 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $11,362,863 | 110,706 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $8,098,521 | 85,006 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $11,521,075 | 80,742 | Shares | Sole | 2021-12-01 | |
| 2021-06-30 | $861,080 | 5,284 | Shares | Sole | 2021-08-16 | |
| 2020-03-31 | $713,683 | 11,174 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||