Position in QS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,817,938
+$3,513,674 QoQ
Shares Held
598,423
+1949.4% QoQ
Ownership
0.097%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in QS Over Time
Shares Held
Position Value (USD)
Derivatives in QS
reported options exposure · as of Dec 31, 2024CallValue
$0
CallShares
0
PutValue
$313,476
PutShares
60,400
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 Auto Parts
Consumer Cyclical · as of Mar 31, 2026Balyasny Asset Management L.P. holds $653,008,159 across 19 Auto Parts names. QS ranks #12 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORLY |
O Reilly Automotive Inc
|
2,808,267 | $259,231,126 | |
| 2 | ALSN |
Allison Transmission Holdings Inc
|
848,263 | $99,297,666 | |
| 3 | MOD |
Modine Manufacturing Co
|
266,113 | $57,669,348 | |
| 4 | BWA |
Borgwarner Inc
|
1,061,787 | $57,612,562 | |
| 5 | APTV |
Aptiv PLC
|
692,137 | $48,061,993 | |
| 6 | AZO |
Autozone Inc
|
13,482 | $45,539,229 | |
| 7 | GNTX |
Gentex Corp
|
1,377,811 | $30,105,170 | |
| 8 | AUR |
Aurora Innovation, Inc.
|
3,053,389 | $12,579,962 |
All Filings in QS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,817,938 | 598,423 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $304,264 | 29,200 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,809,009 | 228,004 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $893,455 | 214,773 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $313,476 | 60,400 | Put | Sole | 2025-02-14 | |
| 2024-12-31 | $1,044,035 | 201,163 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $339,825 | 59,100 | Put | Sole | 2024-11-14 | |
| 2024-09-30 | $959,675 | 166,900 | Call | Sole | 2024-11-14 | |
| 2022-09-30 | $420,500 | 50,000 | Call | Sole | 2022-11-15 | |
| 2022-06-30 | $577,634 | 67,245 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||