Position in NEXT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$19,457,587
+$7,509,133 QoQ
Shares Held
2,540,155
+12.0% QoQ
Ownership
0.959%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in NEXT Over Time
Shares Held
Position Value (USD)
Derivatives in NEXT
reported options exposure · as of Mar 31, 2026CallValue
$7,660,000
CallShares
1,000,000
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 Oil & Gas Equipment & Services
Energy · as of Mar 31, 2026Balyasny Asset Management L.P. holds $276,284,097 across 22 Oil & Gas Equipment & Services names. NEXT ranks #3 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BKR |
Baker Hughes Co
|
2,262,059 | $138,098,701 | |
| 2 | HAL |
Halliburton Co
|
1,010,066 | $39,382,473 | |
| 3 | NEXT |
NextDecade Corp
This page
|
2,540,155 | $19,457,587 | |
| 4 | SEI |
Solaris Energy Infrastructure, Inc.
|
287,171 | $16,228,033 | |
| 5 | TDW |
Tidewater Inc
|
156,846 | $13,104,483 | |
| 6 | WHD |
Cactus, Inc.
|
210,143 | $9,954,473 | |
| 7 | LBRT |
Liberty Energy Inc.
|
321,815 | $9,268,272 | |
| 8 | WFRD |
Weatherford International plc
|
80,627 | $7,625,701 |
All Filings in NEXT
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,457,587 | 2,540,155 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $7,660,000 | 1,000,000 | Call | Sole | 2026-05-15 | |
| 2025-12-31 | $11,948,454 | 2,267,259 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $885,887 | 168,100 | Call | Sole | 2026-02-17 | |
| 2025-09-30 | $232,897 | 34,300 | Call | Sole | 2025-11-14 | |
| 2025-09-30 | $530,733 | 78,164 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $463,703 | 59,602 | Shares | Sole | 2025-05-15 | |
| 2023-09-30 | $114,877 | 22,437 | Shares | Sole | 2023-11-14 | |
| 2022-03-31 | $100,789 | 15,225 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||