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Balyasny Asset Management L.P.

Position in PII — Polaris Inc.

CIK 1218710 Chicago, IL

Position in PII

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$73,867,018
+$73,867,018 QoQ
Shares Held
1,079,296
Ownership
1.90%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#11
of 478 holders
Holding Since
Jun 2020
8 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in PII Over Time

Shares Held

Position Value (USD)

Derivatives in PII

reported options exposure · as of Jun 30, 2025
CallValue
$0
CallShares
0
PutValue
$6,808,875
PutShares
167,500

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 Recreational Vehicles

Consumer Cyclical · as of Jun 30, 2026

Balyasny Asset Management L.P. holds $113,765,964 across 5 Recreational Vehicles names. PII ranks #1 (64.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PII
Polaris Inc.
This page
1,079,296 $73,867,018

All Filings in PII

Export CSV
8 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $73,867,018 1,079,296
2025-06-30 $6,808,875 167,500
2025-03-31 $10,235,000 250,000
2024-12-31 $2,881,000 50,000
2024-06-30 $5,873,250 75,000
2023-06-30 $4,223,238 34,923
2020-09-30 $6,882,197 72,951
2020-06-30 $1,218,605 13,167