Position in LMB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,161,541
+$4,496,555 QoQ
Shares Held
67,033
+686.8% QoQ
Ownership
0.562%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#31
of 177 holders
Holding Since
Mar 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LMB Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Balyasny Asset Management L.P. holds $664,321,727 across 17 Building Products & Equipment names. LMB ranks #11 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
|
635,750 | $312,254,970 | |
| 2 | OC |
Owens Corning
|
531,102 | $84,423,973 | |
| 3 | WMS |
Advanced Drainage Systems, Inc.
|
342,925 | $53,825,508 | |
| 4 | SPXC |
SPX Technologies, Inc.
|
216,277 | $53,024,632 | |
| 5 | AWI |
Armstrong World Industries Inc
|
329,196 | $52,809,622 | |
| 6 | LPX |
Louisiana-Pacific Corp
|
433,874 | $34,128,528 | |
| 7 | MAIR |
Madison Air Solutions Corp
|
790,973 | $30,847,947 | |
| 8 | FBIN |
Fortune Brands Innovations, Inc.
|
245,316 | $13,467,848 |
All Filings in LMB
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,161,541 | 67,033 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $664,986 | 8,520 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,394,760 | 17,916 | Shares | Sole | 2026-02-17 | |
| 2025-03-31 | $715,060 | 9,602 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $222,575 | 2,602 | Shares | Sole | 2025-02-14 | |
| 2024-03-31 | $3,562,202 | 86,002 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||