Position in NB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,314,674
+$906,147 QoQ
Shares Held
272,754
+197.8% QoQ
Ownership
0.187%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#30
of 209 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NB Over Time
Shares Held
Position Value (USD)
Derivatives in NB
reported options exposure · as of Dec 31, 2025CallValue
$530,000
CallShares
100,000
PutValue
$0
PutShares
0
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 Other Industrial Metals & Mining
Basic Materials · as of Jun 30, 2026Balyasny Asset Management L.P. holds $34,198,791 across 9 Other Industrial Metals & Mining names. NB ranks #6 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MP |
MP Materials Corp. / DE
|
333,755 | $18,693,617 | |
| 2 | LAC |
Lithium Americas Corp.
|
1,445,418 | $5,564,859 | |
| 3 | CRML |
Critical Metals Corp.
|
253,053 | $2,593,793 | |
| 4 | TMC |
TMC the metals Co Inc.
|
445,420 | $1,973,210 | |
| 5 | SGML |
Sigma Lithium Corp
|
124,025 | $1,568,916 | |
| 6 | NB |
Niocorp Developments Ltd
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|
272,754 | $1,314,674 | |
| 7 | SLI |
Standard Lithium Ltd.
|
455,737 | $1,253,276 | |
| 8 | USAS |
Americas Gold & Silver Corp
|
166,145 | $784,204 |
All Filings in NB
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,314,674 | 272,754 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $408,527 | 91,598 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,352,659 | 443,898 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $530,000 | 100,000 | Call | Sole | 2026-02-17 | |
| 2025-09-30 | $3,402,745 | 509,393 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $668,000 | 100,000 | Call | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||