Position in MUSA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$46,396,168
+$8,790,232 QoQ
Shares Held
86,099
+13.1% QoQ
Ownership
0.468%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#43
of 605 holders
Holding Since
Dec 2020
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MUSA 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. MUSA ranks #3 (11.8% of the industry book) .
| # | 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.
This page
|
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 MUSA
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $46,396,168 | 86,099 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $37,605,936 | 76,130 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $16,966,805 | 42,047 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $264,793 | 682 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,939,023 | 21,974 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $68,252,117 | 145,276 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $40,247,876 | 80,215 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $69,458,690 | 140,927 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $38,346,901 | 81,683 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $16,635,113 | 39,683 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $27,680,822 | 77,633 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $13,798,715 | 40,379 | Shares | Sole | 2023-11-14 | |
| 2022-09-30 | $1,124,931 | 4,092 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $313,443 | 1,346 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $17,739,651 | 88,716 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $8,401,950 | 42,170 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $9,082,719 | 54,303 | Shares | Sole | 2021-12-01 | |
| 2021-06-30 | $20,298,647 | 152,198 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,692,140 | 18,623 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $4,034,198 | 30,826 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||