Position in HOV
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$295,241
-$85,360 QoQ
Shares Held
2,662
-31.8% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
5 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 Mar 31, 2026Balyasny Asset Management L.P. holds $279,119,710 across 13 Residential Construction names. HOV ranks #13 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TOL |
Toll Brothers, Inc.
|
809,565 | $110,481,335 | |
| 2 | PHM |
Pultegroup Inc/Mi/
|
613,670 | $72,173,728 | |
| 3 | TPH |
Tri Pointe Homes, Inc.
|
1,123,680 | $52,509,566 | |
| 4 | MTH |
Meritage Homes CORP
|
263,598 | $16,300,900 | |
| 5 | TMHC |
Taylor Morrison Home Corp
|
223,148 | $12,996,139 | |
| 6 | IBP |
Installed Building Products, Inc.
|
16,967 | $4,498,800 | |
| 7 | BZH |
Beazer Homes USA Inc
|
165,096 | $3,176,447 | |
| 8 | CVCO |
Cavco Industries, Inc.
|
4,440 | $2,150,247 |
All Filings in HOV
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||