Position in NEXT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$14,529,248
-$4,928,339 QoQ
Shares Held
1,926,956
-24.1% QoQ
Ownership
0.724%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#12
of 210 holders
Holding Since
Mar 2022
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NEXT Over Time
Shares Held
Position Value (USD)
Derivatives in NEXT
reported options exposure · as of Jun 30, 2026CallValue
$15,080,000
CallShares
2,000,000
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 Jun 30, 2026Balyasny Asset Management L.P. holds $199,206,424 across 19 Oil & Gas Equipment & Services names. NEXT ranks #7 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LBRT |
Liberty Energy Inc.
|
1,401,121 | $36,695,358 | |
| 2 | WBI |
WaterBridge Infrastructure LLC
|
831,453 | $28,493,894 | |
| 3 | BKR |
Baker Hughes Co
|
503,321 | $27,934,315 | |
| 4 | HAL |
Halliburton Co
|
564,616 | $19,168,712 | |
| 5 | KGS |
Kodiak Gas Services, Inc.
|
244,965 | $18,404,220 | |
| 6 | TDW |
Tidewater Inc
|
239,673 | $15,969,411 | |
| 7 | NEXT |
NextDecade Corp
This page
|
1,926,956 | $14,529,248 | |
| 8 | WFRD |
Weatherford International plc
|
150,999 | $12,306,418 |
All Filings in NEXT
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,529,248 | 1,926,956 | Shares | Sole | 2026-08-14 | |
| 2026-06-30 | $15,080,000 | 2,000,000 | Call | Sole | 2026-08-14 | |
| 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. | ||||||