Position in JBL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,532,534
-$89,151,932 QoQ
Shares Held
24,729
-93.3% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#248
of 1,110 holders
Holding Since
Jun 2020
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JBL Over Time
Shares Held
Position Value (USD)
Derivatives in JBL
reported options exposure · as of Jun 30, 2025CallValue
$0
CallShares
0
PutValue
$436,200
PutShares
2,000
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 Electronic Components
Technology · as of Jun 30, 2026Balyasny Asset Management L.P. holds $275,843,789 across 14 Electronic Components names. JBL ranks #5 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RAL |
Ralliant Corp
|
1,371,098 | $100,953,945 | |
| 2 | FLEX |
Flex Ltd.
|
537,319 | $87,083,290 | |
| 3 | FN |
Fabrinet
|
45,847 | $25,769,681 | |
| 4 | PLXS |
Plexus Corp
|
58,864 | $17,698,638 | |
| 5 | JBL |
Jabil Inc
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|
24,729 | $9,532,534 | |
| 6 | LFUS |
Littelfuse Inc /De
|
19,416 | $8,840,687 | |
| 7 | TTMI |
Ttm Technologies Inc
|
43,746 | $8,181,376 | |
| 8 | BHE |
Benchmark Electronics Inc
|
58,578 | $5,779,891 |
All Filings in JBL
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,532,534 | 24,729 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $98,684,466 | 371,511 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $32,507,215 | 142,563 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $437,072 | 2,004 | Shares | Sole | 2025-08-14 | |
| 2025-06-30 | $436,200 | 2,000 | Put | Sole | 2025-08-14 | |
| 2025-03-31 | $272,140 | 2,000 | Put | Sole | 2025-05-15 | |
| 2025-03-31 | $107,676,000 | 791,328 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $63,306,214 | 439,932 | Shares | Sole | 2025-02-14 | |
| 2024-12-31 | $1,453,390 | 10,100 | Put | Sole | 2025-02-14 | |
| 2024-12-31 | $4,173,100 | 29,000 | Call | Sole | 2025-02-14 | |
| 2024-09-30 | $6,135,296 | 51,200 | Put | Sole | 2024-11-14 | |
| 2024-09-30 | $1,306,147 | 10,900 | Call | Sole | 2024-11-14 | |
| 2023-06-30 | $1,454,032 | 13,472 | Shares | Other | 2023-08-14 | |
| 2022-09-30 | $2,448,289 | 42,424 | Shares | Sole | 2022-11-15 | |
| 2020-06-30 | $16,206,848 | 505,201 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||