Position in NOMD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,226,873
-$4,120,571 QoQ
Shares Held
477,340
-50.9% QoQ
Ownership
0.341%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#42
of 187 holders
Holding Since
Sep 2021
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NOMD Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026Balyasny Asset Management L.P. holds $415,012,255 across 21 Packaged Foods names. NOMD ranks #10 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SJM |
J M SMUCKER Co
|
1,137,274 | $127,943,325 | |
| 2 | FRPT |
Freshpet, Inc.
|
1,424,830 | $84,235,949 | |
| 3 | DAR |
Darling Ingredients Inc.
|
1,407,696 | $76,888,355 | |
| 4 | HRL |
Hormel Foods Corp /De/
|
1,193,319 | $29,618,177 | |
| 5 | BRBR |
Bellring Brands, Inc.
|
2,140,109 | $27,693,010 | |
| 6 | POST |
Post Holdings, Inc.
|
242,483 | $21,401,549 | |
| 7 | SMPL |
Simply Good Foods Co
|
1,056,124 | $14,025,326 | |
| 8 | UTZ |
Utz Brands, Inc.
|
1,018,160 | $7,839,832 |
All Filings in NOMD
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,226,873 | 477,340 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $9,347,444 | 972,679 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $9,721,582 | 777,105 | Shares | Other | 2026-02-17 | |
| 2025-03-31 | $209,351 | 10,654 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $351,237 | 18,428 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $768,462 | 46,630 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $977,295 | 49,964 | Shares | Sole | 2024-05-13 | |
| 2023-06-30 | $628,091 | 35,850 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $7,818,046 | 417,185 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $1,340,530 | 77,757 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $264,205 | 18,606 | Shares | Sole | 2022-11-15 | |
| 2022-03-31 | $247,770 | 10,973 | Shares | Sole | 2022-05-16 | |
| 2021-09-30 | $2,536,539 | 92,037 | Shares | Sole | 2021-12-01 | |
| No filing history on record for this holder in this stock. | ||||||