Balyasny Asset Management L.P.
Position in SEM — Select Medical Holdings Corp
CIK 1218710
Chicago, IL
Position in SEM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$26,811,249
+$26,811,249 QoQ
Shares Held
1,623,940
+79.5% QoQ
Ownership
1.31%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#12
of 237 holders
Holding Since
Mar 2020
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SEM Over Time
Shares Held
Position Value (USD)
Derivatives in SEM
reported options exposure · as of Mar 31, 2020CallValue
$0
CallShares
0
PutValue
$0
PutShares
150,000
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 Medical Care Facilities
Healthcare · as of Jun 30, 2026Balyasny Asset Management L.P. holds $125,860,280 across 23 Medical Care Facilities names. SEM ranks #2 (21.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EHC |
Encompass Health Corp
|
296,939 | $30,014,594 | |
| 2 | SEM |
Select Medical Holdings Corp
This page
|
1,623,940 | $26,811,249 | |
| 3 | CHE |
Chemed Corp
|
40,056 | $18,655,681 | |
| 4 | ENSG |
Ensign Group, Inc
|
93,153 | $14,932,425 | |
| 5 | UHS |
Universal Health Services Inc
|
53,030 | $7,885,030 | |
| 6 | GMRS |
GMR Solutions Inc.
|
396,014 | $6,122,375 | |
| 7 | ADUS |
Addus HomeCare Corp
|
46,632 | $4,685,117 | |
| 8 | AGL |
agilon health, inc.
|
26,022 | $2,789,037 |
All Filings in SEM
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,811,249 | 1,623,940 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | — | 904,737 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | — | 56,491 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | — | 16,849 | Shares | Sole | 2025-08-14 | |
| 2024-09-30 | — | 93,033 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | — | 7,275 | Shares | Sole | 2024-08-14 | |
| 2023-09-30 | — | 87,419 | Shares | Sole | 2023-11-14 | |
| 2023-03-31 | — | 14,054 | Shares | Other | 2023-05-15 | |
| 2022-09-30 | — | 103,462 | Shares | Other | 2022-11-15 | |
| 2022-06-30 | — | 70,112 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | — | 75,671 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | — | 7,526 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | — | 12,394 | Shares | Sole | 2021-12-01 | |
| 2020-03-31 | — | 150,000 | Put | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||