Position in MNSO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$164,025
-$2,000,100 QoQ
Shares Held
10,125
-91.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MNSO Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026Balyasny Asset Management L.P. holds $391,955,997 across 18 Specialty Retail names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FIVE |
Five Below, Inc
|
753,263 | $135,429,154 | |
| 2 | BBY |
Best Buy Co Inc
|
956,230 | $72,558,732 | |
| 3 | MUSA |
Murphy USA Inc.
|
86,099 | $46,396,168 | |
| 4 | ULTA |
Ulta Beauty, Inc.
|
92,861 | $41,878,453 | |
| 5 | RH |
Rh
|
232,674 | $38,328,388 | |
| 6 | BBWI |
Bath & Body Works, Inc.
|
816,369 | $18,882,614 | |
| 7 | BOBS |
Bob's Discount Furniture, Inc.
|
991,160 | $15,680,151 | |
| 8 | ARHS |
Arhaus, Inc.
|
973,645 | $8,198,090 |
All Filings in MNSO
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $164,025 | 10,125 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,164,125 | 115,420 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $741,667 | 32,963 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,802,787 | 208,715 | Shares | Sole | 2025-08-14 | |
| 2023-06-30 | $1,594,443 | 93,846 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,951,400 | 110,000 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $306,330 | 28,549 | Shares | Sole | 2023-02-14 | |
| 2021-09-30 | $881,329 | 57,830 | Shares | Sole | 2021-12-01 | |
| 2021-06-30 | $1,087,358 | 52,302 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||