Position in MKC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$79,492,532
+$10,736,237 QoQ
Shares Held
1,575,982
+56.1% QoQ
Ownership
0.586%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
18 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MKC Over Time
Shares Held
Position Value (USD)
Derivatives in MKC
reported options exposure · as of Mar 31, 2026CallValue
$12,610,000
CallShares
250,000
PutValue
$2,522,000
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. MKC ranks #3 (16.8% 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
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|
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
|
829,235 | $18,649,495 | |
| 8 | SFD |
Smithfield Foods Inc
|
564,891 | $15,800,000 |
All Filings in MKC
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $79,492,532 | 1,575,982 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $2,522,000 | 50,000 | Put | Sole | 2026-05-15 | |
| 2026-03-31 | $12,610,000 | 250,000 | Call | Sole | 2026-05-15 | |
| 2025-12-31 | $68,756,295 | 1,009,489 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,691,000 | 100,000 | Call | Sole | 2025-11-14 | |
| 2025-09-30 | $161,981,080 | 2,420,880 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $108,027,122 | 1,424,784 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $112,582,136 | 1,367,782 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $216,771,133 | 2,843,273 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,699,220 | 81,400 | Put | Sole | 2024-11-14 | |
| 2024-09-30 | $160,663,261 | 1,952,166 | Shares | Sole | 2024-11-14 | |
| 2024-09-30 | $4,666,410 | 56,700 | Call | Sole | 2024-11-14 | |
| 2024-06-30 | $13,255,564 | 186,856 | Shares | Sole | 2024-08-14 | |
| 2023-12-31 | $367,278 | 5,368 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $244,922 | 3,238 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $43,119,533 | 494,320 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $44,480,903 | 534,562 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $75,600,321 | 912,056 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $27,153,086 | 380,989 | Shares | Sole | 2022-11-15 | |
| 2022-03-31 | $9,652,356 | 96,717 | Shares | Sole | 2022-05-16 | |
| 2021-06-30 | $24,395,662 | 276,219 | Shares | Sole | 2021-08-16 | |
| 2020-12-31 | $14,145,071 | 147,961 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,886,457 | 19,438 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||