Position in JJSF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,525,159
-$5,947,684 QoQ
Shares Held
47,994
-59.8% QoQ
Ownership
0.257%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#48
of 252 holders
Holding Since
Dec 2021
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JJSF Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026Balyasny Asset Management L.P. holds $415,012,255 across 21 Packaged Foods names. JJSF ranks #12 (0.8% 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 JJSF
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,525,159 | 47,994 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $9,472,843 | 119,501 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $1,595,766 | 16,607 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $6,417,398 | 48,720 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,696,871 | 30,277 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,144,098 | 12,457 | Shares | Sole | 2024-11-14 | |
| 2024-03-31 | $1,821,311 | 12,599 | Shares | Sole | 2024-05-13 | |
| 2023-03-31 | $1,878,688 | 12,675 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,615,969 | 10,794 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $1,350,232 | 9,668 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $402,174 | 2,593 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $843,348 | 5,339 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||