Balyasny Asset Management L.P.
Position in OPTU — Optimum Communications, Inc.
CIK 1218710
Chicago, IL
Position in OPTU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,838,173
+$7,803,566 QoQ
Shares Held
5,405,637
+37543.7% QoQ
Ownership
1.98%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#13
of 193 holders
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OPTU Over Time
Shares Held
Position Value (USD)
Derivatives in OPTU
reported options exposure · as of Jun 30, 2020CallValue
$4,248,790
CallShares
188,500
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 Telecom Services
Communication Services · as of Jun 30, 2026Balyasny Asset Management L.P. holds $422,681,765 across 21 Telecom Services names. OPTU ranks #9 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMUS |
T-Mobile US, Inc.
|
919,523 | $154,231,592 | |
| 2 | T |
At&T Inc.
|
3,812,582 | $78,920,447 | |
| 3 | IRDM |
Iridium Communications Inc.
|
967,572 | $53,071,324 | |
| 4 | CMCSA |
Comcast Corp
|
1,664,267 | $40,857,754 | |
| 5 | ECHO |
EchoStar CORP
|
252,369 | $25,615,453 | |
| 6 | BCE |
Bce Inc
|
1,147,978 | $24,693,006 | |
| 7 | VZ |
Verizon Communications Inc
|
272,201 | $11,524,990 | |
| 8 | RCI |
Rogers Communications Inc
|
251,031 | $8,158,507 |
All Filings in OPTU
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,838,173 | 5,405,637 | Shares | Sole | 2026-08-14 | |
| 2025-09-30 | $34,607 | 14,360 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $636,490 | 239,282 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $905,008 | 375,522 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,621,559 | 2,691,691 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,388,857 | 3,131,793 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $10,327,879 | 3,957,042 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $13,667,065 | 4,205,251 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $7,719,071 | 1,324,026 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $22,735,917 | 2,457,937 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $13,265,678 | 1,062,955 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $7,213,205 | 445,810 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $17,270,327 | 833,510 | Shares | Sole | 2021-12-01 | |
| 2020-09-30 | $7,199,686 | 276,911 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $27,393,831 | 1,215,343 | Shares | Sole | 2020-08-14 | |
| 2020-06-30 | $4,248,790 | 188,500 | Call | Sole | 2020-08-14 | |
| 2020-03-31 | $30,742,434 | 1,379,203 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||