Position in HOV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,261,895
+$966,654 QoQ
Shares Held
8,861
+232.9% QoQ
Ownership
0.149%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#56
of 180 holders
Holding Since
Jun 2022
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HOV Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Balyasny Asset Management L.P. holds $212,949,435 across 15 Residential Construction names. HOV ranks #13 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
397,377 | $64,724,765 | |
| 2 | TOL |
Toll Brothers, Inc.
|
287,889 | $47,429,712 | |
| 3 | KBH |
Kb Home
|
608,767 | $38,102,726 | |
| 4 | MTH |
Meritage Homes CORP
|
273,317 | $22,917,630 | |
| 5 | PHM |
Pultegroup Inc/Mi/
|
107,295 | $14,721,946 | |
| 6 | SKY |
Champion Homes, Inc.
|
69,994 | $6,167,871 | |
| 7 | LGIH |
LGI Homes, Inc.
|
76,590 | $4,877,251 | |
| 8 | BZH |
Beazer Homes USA Inc
|
109,859 | $3,081,544 |
All Filings in HOV
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,261,895 | 8,861 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $295,241 | 2,662 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $380,601 | 3,902 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $539,529 | 4,199 | Shares | Sole | 2025-11-14 | |
| 2023-12-31 | $541,713 | 3,481 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $451,520 | 10,552 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||