Position in LNG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$129,058,946
+$101,286,504 QoQ
Shares Held
539,973
+451.7% QoQ
Ownership
0.261%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#68
of 1,330 holders
Holding Since
Mar 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LNG Over Time
Shares Held
Position Value (USD)
Derivatives in LNG
reported options exposure · as of Jun 30, 2026CallValue
$956,040
CallShares
4,000
PutValue
$2,700,813
PutShares
11,300
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 Oil & Gas Midstream
Energy · as of Jun 30, 2026Balyasny Asset Management L.P. holds $263,355,059 across 20 Oil & Gas Midstream names. LNG ranks #1 (49.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LNG |
Cheniere Energy, Inc.
This page
|
539,973 | $129,058,946 | |
| 2 | VG |
Venture Global, Inc.
|
3,540,269 | $39,403,193 | |
| 3 | KMI |
Kinder Morgan, Inc.
|
957,378 | $30,607,374 | |
| 4 | PAGP |
Plains Gp Holdings LP
|
711,851 | $17,276,623 | |
| 5 | STNG |
Scorpio Tankers Inc.
|
133,458 | $9,243,301 | |
| 6 | DHT |
DHT Holdings, Inc.
|
481,837 | $7,964,765 | |
| 7 | VNOM |
Viper Energy, Inc.
|
168,772 | $7,155,932 | |
| 8 | WMB |
Williams Companies, Inc.
|
81,983 | $6,094,616 |
All Filings in LNG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $956,040 | 4,000 | Call | Sole | 2026-08-14 | |
| 2026-06-30 | $2,700,813 | 11,300 | Put | Sole | 2026-08-14 | |
| 2026-06-30 | $129,058,946 | 539,973 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,270,080 | 8,000 | Put | Sole | 2026-05-15 | |
| 2026-03-31 | $27,772,442 | 97,873 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $587,640 | 3,023 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $427,658 | 2,200 | Put | Sole | 2026-02-17 | |
| 2025-09-30 | $54,038,115 | 229,969 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $32,803,605 | 134,706 | Shares | Sole | 2025-08-14 | |
| 2025-06-30 | $20,066,048 | 82,400 | Call | Sole | 2025-08-14 | |
| 2025-06-30 | $219,168 | 900 | Put | Sole | 2025-08-14 | |
| 2025-03-31 | $1,979,858 | 8,556 | Shares | Sole | 2025-05-15 | |
| 2024-06-30 | $23,732,822 | 135,748 | Shares | Sole | 2024-08-14 | |
| 2024-06-30 | $786,735 | 4,500 | Put | Sole | 2024-08-14 | |
| 2024-03-31 | $73,714,959 | 457,062 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $56,982,485 | 333,797 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $804,765 | 5,282 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $2,019,328 | 12,813 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $864,369 | 5,764 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $21,158,004 | 127,527 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $36,606,530 | 275,175 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $10,967,908 | 79,105 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $53,810,612 | 530,572 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $15,728,093 | 161,033 | Shares | Sole | 2021-12-01 | |
| 2021-06-30 | $4,751,790 | 54,782 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $15,303,781 | 212,523 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||