Position in KHC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$18,649,495
+$14,540,115 QoQ
Shares Held
829,235
+389.3% QoQ
Ownership
0.070%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
19 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in KHC Over Time
Shares Held
Position Value (USD)
Derivatives in KHC
reported options exposure · as of Mar 31, 2024CallValue
$1,845,000
CallShares
50,000
PutValue
$1,845,000
PutShares
50,000
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 Mar 31, 2026Balyasny Asset Management L.P. holds $473,765,008 across 24 Packaged Foods names. KHC ranks #7 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SJM |
J M SMUCKER Co
|
1,166,288 | $112,476,814 | |
| 2 | FRPT |
Freshpet, Inc.
|
1,400,609 | $82,579,906 | |
| 3 | MKC |
Mccormick & Co Inc
|
1,575,982 | $79,492,532 | |
| 4 | DAR |
Darling Ingredients Inc.
|
1,114,648 | $68,940,978 | |
| 5 | BRBR |
Bellring Brands, Inc.
|
1,536,160 | $24,716,814 | |
| 6 | UTZ |
Utz Brands, Inc.
|
2,623,324 | $20,776,725 | |
| 7 | KHC |
Kraft Heinz Co
This page
|
829,235 | $18,649,495 | |
| 8 | SFD |
Smithfield Foods Inc
|
564,891 | $15,800,000 |
All Filings in KHC
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,649,495 | 829,235 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,109,380 | 169,459 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,255,901 | 240,242 | Shares | Sole | 2025-11-14 | |
| 2024-03-31 | $37,853,754 | 1,025,847 | Shares | Sole | 2024-05-13 | |
| 2024-03-31 | $1,845,000 | 50,000 | Put | Sole | 2024-05-13 | |
| 2024-03-31 | $1,845,000 | 50,000 | Call | Sole | 2024-05-13 | |
| 2023-12-31 | $1,849,000 | 50,000 | Call | Sole | 2024-02-14 | |
| 2023-12-31 | $57,597,459 | 1,557,530 | Shares | Sole | 2024-02-14 | |
| 2023-12-31 | $4,160,250 | 112,500 | Put | Sole | 2024-02-14 | |
| 2023-09-30 | $1,682,000 | 50,000 | Call | Sole | 2023-11-14 | |
| 2023-09-30 | $3,784,500 | 112,500 | Put | Sole | 2023-11-14 | |
| 2023-09-30 | $103,733,414 | 3,083,633 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,775,000 | 50,000 | Call | Sole | 2023-08-14 | |
| 2023-06-30 | $3,993,750 | 112,500 | Put | Sole | 2023-08-14 | |
| 2023-06-30 | $2,057,438 | 57,956 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $332,794 | 8,606 | Shares | Sole | 2023-05-15 | |
| 2023-03-31 | $2,416,875 | 62,500 | Put | Sole | 2023-05-15 | |
| 2022-12-31 | $2,544,375 | 62,500 | Put | Sole | 2023-02-14 | |
| 2022-09-30 | $2,084,375 | 62,500 | Put | Sole | 2022-11-15 | |
| 2022-06-30 | $59,526,013 | 1,560,724 | Shares | Sole | 2022-08-15 | |
| 2022-06-30 | $2,383,750 | 62,500 | Put | Sole | 2022-08-15 | |
| 2022-03-31 | $36,080,846 | 915,990 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $59,992,059 | 1,671,088 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $34,745,377 | 943,655 | Shares | Sole | 2021-12-01 | |
| 2021-06-30 | $6,984,186 | 171,265 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $6,576,280 | 164,407 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $47,497,301 | 1,370,378 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $18,093,394 | 604,120 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $31,060,764 | 973,997 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||