Position in MUSA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$37,605,936
+$20,639,131 QoQ
Shares Held
76,130
+81.1% QoQ
Ownership
0.412%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
19 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MUSA Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Mar 31, 2026Balyasny Asset Management L.P. holds $413,900,740 across 18 Specialty Retail names. MUSA ranks #4 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FIVE |
Five Below, Inc
|
848,065 | $193,765,891 | |
| 2 | BBWI |
Bath & Body Works, Inc.
|
3,362,788 | $62,783,251 | |
| 3 | DKS |
Dick's Sporting Goods, Inc.
|
270,681 | $53,673,335 | |
| 4 | MUSA |
Murphy USA Inc.
This page
|
76,130 | $37,605,936 | |
| 5 | CASY |
Caseys General Stores Inc
|
40,902 | $29,770,929 | |
| 6 | BOBS |
Bob's Discount Furniture, Inc.
|
1,324,886 | $15,567,410 | |
| 7 | ULTA |
Ulta Beauty, Inc.
|
18,731 | $9,790,881 | |
| 8 | ARHS |
Arhaus, Inc.
|
1,049,988 | $7,118,918 |
All Filings in MUSA
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||