Position in LNG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$27,772,442
+$27,184,802 QoQ
Shares Held
97,873
+3137.6% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
18 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in LNG Over Time
Shares Held
Position Value (USD)
Derivatives in LNG
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$2,270,080
PutShares
8,000
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 Oil & Gas Midstream
Energy · as of Mar 31, 2026Balyasny Asset Management L.P. holds $323,267,836 across 20 Oil & Gas Midstream names. LNG ranks #5 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KMI |
Kinder Morgan, Inc.
|
1,944,290 | $65,192,043 | |
| 2 | KNTK |
Kinetik Holdings Inc.
|
912,865 | $44,191,794 | |
| 3 | VNOM |
Viper Energy, Inc.
|
734,759 | $34,526,325 | |
| 4 | TRGP |
Targa Resources Corp.
|
118,241 | $29,646,565 | |
| 5 | LNG |
Cheniere Energy, Inc.
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|
97,873 | $27,772,442 | |
| 6 | STNG |
Scorpio Tankers Inc.
|
345,924 | $25,826,684 | |
| 7 | TRP |
Tc Energy Corp
|
318,212 | $19,920,071 | |
| 8 | GLNG |
Golar Lng Ltd
|
330,576 | $17,887,467 |
All Filings in LNG
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||