Position in MKC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$290,520
-$79,202,012 QoQ
Shares Held
5,762
-99.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#639
of 958 holders
Holding Since
Sep 2020
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
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 Jun 30, 2026Balyasny Asset Management L.P. holds $415,012,255 across 21 Packaged Foods names. MKC ranks #17 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SJM |
J M SMUCKER Co
|
1,137,274 | $127,943,325 | |
| 2 | FRPT |
Freshpet, Inc.
|
1,424,830 | $84,235,949 | |
| 3 | DAR |
Darling Ingredients Inc.
|
1,407,696 | $76,888,355 | |
| 4 | HRL |
Hormel Foods Corp /De/
|
1,193,319 | $29,618,177 | |
| 5 | BRBR |
Bellring Brands, Inc.
|
2,140,109 | $27,693,010 | |
| 6 | POST |
Post Holdings, Inc.
|
242,483 | $21,401,549 | |
| 7 | SMPL |
Simply Good Foods Co
|
1,056,124 | $14,025,326 | |
| 8 | UTZ |
Utz Brands, Inc.
|
1,018,160 | $7,839,832 |
All Filings in MKC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $290,520 | 5,762 | Shares | Sole | 2026-08-14 | |
| 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 | $3,772,915 | 19,438 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||