Position in HLF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,707,331
+$3,470,513 QoQ
Shares Held
357,972
+326.0% QoQ
Ownership
0.342%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#49
of 234 holders
Holding Since
Jun 2020
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HLF Over Time
Shares Held
Position Value (USD)
Derivatives in HLF
reported options exposure · as of Jun 30, 2024CallValue
$0
CallShares
0
PutValue
$5,662,550
PutShares
545,000
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 Packaged Foods
Consumer Defensive · as of Jun 30, 2026Balyasny Asset Management L.P. holds $415,012,255 across 21 Packaged Foods names. HLF ranks #11 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SJM |
J M SMUCKER Co
|
1,137,274 | $127,943,325 | |
| 2 | FRPT |
Freshpet, Inc.
|
1,424,830 | $84,235,949 | |
| 3 | DAR |
Darling Ingredients Inc.
|
1,407,696 | $76,888,355 | |
| 4 | HRL |
Hormel Foods Corp /De/
|
1,193,319 | $29,618,177 | |
| 5 | BRBR |
Bellring Brands, Inc.
|
2,140,109 | $27,693,010 | |
| 6 | POST |
Post Holdings, Inc.
|
242,483 | $21,401,549 | |
| 7 | SMPL |
Simply Good Foods Co
|
1,056,124 | $14,025,326 | |
| 8 | UTZ |
Utz Brands, Inc.
|
1,018,160 | $7,839,832 |
All Filings in HLF
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,707,331 | 357,972 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,236,818 | 84,023 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $4,405,393 | 521,966 | Shares | Sole | 2025-11-14 | |
| 2024-09-30 | $371,449 | 51,662 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,662,550 | 545,000 | Put | Sole | 2024-08-14 | |
| 2023-12-31 | $1,669,062 | 109,375 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,775,845 | 269,896 | Shares | Sole | 2023-11-14 | |
| 2022-12-31 | $15,891 | 1,068 | Shares | Other | 2023-02-14 | |
| 2021-06-30 | $2,572,063 | 48,778 | Shares | Sole | 2021-08-16 | |
| 2020-12-31 | $3,433,508 | 71,457 | Shares | Sole | 2021-02-16 | |
| 2020-06-30 | $9,067,608 | 201,592 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||