Position in RH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$38,328,388
+$38,201,152 QoQ
Shares Held
232,674
+25468.6% QoQ
Ownership
1.23%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#20
of 373 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RH Over Time
Shares Held
Position Value (USD)
Derivatives in RH
reported options exposure · as of Jun 30, 2026CallValue
$18,449,760
CallShares
112,000
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 Specialty Retail
Consumer Cyclical · as of Jun 30, 2026Balyasny Asset Management L.P. holds $391,955,997 across 18 Specialty Retail names. RH ranks #5 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FIVE |
Five Below, Inc
|
753,263 | $135,429,154 | |
| 2 | BBY |
Best Buy Co Inc
|
956,230 | $72,558,732 | |
| 3 | MUSA |
Murphy USA Inc.
|
86,099 | $46,396,168 | |
| 4 | ULTA |
Ulta Beauty, Inc.
|
92,861 | $41,878,453 | |
| 5 | RH |
Rh
This page
|
232,674 | $38,328,388 | |
| 6 | BBWI |
Bath & Body Works, Inc.
|
816,369 | $18,882,614 | |
| 7 | BOBS |
Bob's Discount Furniture, Inc.
|
991,160 | $15,680,151 | |
| 8 | ARHS |
Arhaus, Inc.
|
973,645 | $8,198,090 |
All Filings in RH
Export CSV
49 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,328,388 | 232,674 | Shares | Sole | 2026-08-14 | |
| 2026-06-30 | $18,449,760 | 112,000 | Call | Sole | 2026-08-14 | |
| 2026-03-31 | $127,236 | 910 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $2,321,012 | 16,600 | Put | Sole | 2026-05-15 | |
| 2026-03-31 | $6,333,846 | 45,300 | Call | Sole | 2026-05-15 | |
| 2025-12-31 | $49,970,309 | 278,930 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $3,475,510 | 19,400 | Call | Sole | 2026-02-17 | |
| 2025-09-30 | $690,744 | 3,400 | Put | Sole | 2025-11-14 | |
| 2025-09-30 | $4,042,884 | 19,900 | Call | Sole | 2025-11-14 | |
| 2025-06-30 | $3,742,398 | 19,800 | Call | Sole | 2025-08-14 | |
| 2025-06-30 | $680,436 | 3,600 | Put | Sole | 2025-08-14 | |
| 2025-03-31 | $632,907 | 2,700 | Put | Sole | 2025-05-15 | |
| 2025-03-31 | $77,742,310 | 331,651 | Shares | Sole | 2025-05-15 | |
| 2025-03-31 | $1,054,845 | 4,500 | Call | Sole | 2025-05-15 | |
| 2024-12-31 | $6,415,517 | 16,300 | Put | Sole | 2025-02-14 | |
| 2024-12-31 | $109,083,468 | 277,150 | Shares | Sole | 2025-02-14 | |
| 2024-12-31 | $6,376,158 | 16,200 | Call | Sole | 2025-02-14 | |
| 2024-09-30 | $4,013,160 | 12,000 | Put | Sole | 2024-11-14 | |
| 2024-09-30 | $62,604,627 | 187,198 | Shares | Sole | 2024-11-14 | |
| 2024-09-30 | $4,414,476 | 13,200 | Call | Sole | 2024-11-14 | |
| 2024-06-30 | $3,128,832 | 12,800 | Put | Sole | 2024-08-14 | |
| 2024-06-30 | $16,426,368 | 67,200 | Call | Sole | 2024-08-14 | |
| 2024-06-30 | $62,998,787 | 257,727 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $766,172 | 2,200 | Call | Sole | 2024-05-13 | |
| 2024-03-31 | $96,927,374 | 278,319 | Shares | Sole | 2024-05-13 | |
| 2024-03-31 | $1,218,910 | 3,500 | Put | Sole | 2024-05-13 | |
| 2023-12-31 | $874,440 | 3,000 | Put | Sole | 2024-02-14 | |
| 2023-12-31 | $32,064,257 | 110,005 | Shares | Sole | 2024-02-14 | |
| 2023-12-31 | $3,789,240 | 13,000 | Call | Sole | 2024-02-14 | |
| 2023-09-30 | $10,838,760 | 41,000 | Call | Sole | 2023-11-14 | |
| 2023-09-30 | $6,794,052 | 25,700 | Put | Sole | 2023-11-14 | |
| 2023-09-30 | $27,515,117 | 104,082 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $99,080,357 | 300,617 | Shares | Sole | 2023-08-14 | |
| 2023-06-30 | $4,284,670 | 13,000 | Call | Sole | 2023-08-14 | |
| 2023-06-30 | $6,525,882 | 19,800 | Put | Sole | 2023-08-14 | |
| 2023-03-31 | $40,111,954 | 164,697 | Shares | Sole | 2023-05-15 | |
| 2023-03-31 | $6,454,075 | 26,500 | Put | Sole | 2023-05-15 | |
| 2023-03-31 | $9,498,450 | 39,000 | Call | Sole | 2023-05-15 | |
| 2022-12-31 | $6,278,965 | 23,500 | Put | Sole | 2023-02-14 | |
| 2022-12-31 | $33,746,097 | 126,300 | Call | Sole | 2023-02-14 | |
| 2022-09-30 | $5,782,645 | 23,500 | Put | Sole | 2022-11-15 | |
| 2022-09-30 | $21,162,020 | 86,000 | Call | Sole | 2022-11-15 | |
| 2022-06-30 | $2,228,730 | 10,500 | Put | Sole | 2022-08-15 | |
| 2022-06-30 | $6,367,800 | 30,000 | Call | Sole | 2022-08-15 | |
| 2022-03-31 | $12,782,728 | 39,200 | Call | Sole | 2022-05-16 | |
| 2022-03-31 | $44,689,004 | 137,045 | Shares | Sole | 2022-05-16 | |
| 2022-03-31 | $3,260,900 | 10,000 | Put | Sole | 2022-05-16 | |
| 2021-03-31 | $36,792,918 | 61,671 | Shares | Sole | 2021-05-17 | |
| 2020-03-31 | $2,511,750 | 25,000 | Put | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||