Position in SEE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$153,349,579
+$33,540,027 QoQ
Shares Held
3,646,839
+26.1% QoQ
Ownership
2.47%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#11
of 415 holders
Holding Since
Jun 2021
11 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SEE Over Time
Shares Held
Position Value (USD)
Derivatives in SEE
reported options exposure · as of Mar 31, 2026CallValue
$42,050,000
CallShares
1,000,000
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 Packaging & Containers
Consumer Cyclical · as of Mar 31, 2026Balyasny Asset Management L.P. holds $306,163,778 across 12 Packaging & Containers names. SEE ranks #1 (50.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SEE |
SEALED AIR CORP/DE
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|
3,646,839 | $153,349,579 | |
| 2 | PKG |
Packaging Corp Of America
|
270,287 | $57,360,306 | |
| 3 | BALL |
BALL Corp
|
702,788 | $41,541,798 | |
| 4 | SON |
Sonoco Products Co
|
334,875 | $18,113,388 | |
| 5 | REYN |
Reynolds Consumer Products Inc.
|
555,518 | $11,765,871 | |
| 6 | AVY |
Avery Dennison Corp
|
52,172 | $9,009,060 | |
| 7 | GPK |
Graphic Packaging Holding Co
|
866,315 | $8,611,171 | |
| 8 | OI |
O-I Glass, Inc. /DE/
|
273,670 | $2,876,271 |
All Filings in SEE
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $42,050,000 | 1,000,000 | Call | Sole | 2026-05-15 | |
| 2026-03-31 | $153,349,579 | 3,646,839 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $119,809,552 | 2,891,855 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,596,277 | 130,022 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $25,340,153 | 816,634 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $40,958,553 | 1,417,251 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $24,421,741 | 721,896 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $35,581,368 | 980,203 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $52,170,979 | 1,499,597 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $26,103,500 | 701,707 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $86,410,336 | 2,366,110 | Shares | Other | 2024-02-14 | |
| 2021-06-30 | $546,285 | 9,220 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||