Position in SENEA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,490,317
+$1,142,288 QoQ
Shares Held
8,568
+272.0% QoQ
Ownership
0.127%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#69
of 204 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SENEA Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026Balyasny Asset Management L.P. holds $415,012,255 across 21 Packaged Foods names. SENEA ranks #14 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SJM |
J M SMUCKER Co
|
1,137,274 | $127,943,325 | |
| 2 | FRPT |
Freshpet, Inc.
|
1,424,830 | $84,235,949 | |
| 3 | DAR |
Darling Ingredients Inc.
|
1,407,696 | $76,888,355 | |
| 4 | HRL |
Hormel Foods Corp /De/
|
1,193,319 | $29,618,177 | |
| 5 | BRBR |
Bellring Brands, Inc.
|
2,140,109 | $27,693,010 | |
| 6 | POST |
Post Holdings, Inc.
|
242,483 | $21,401,549 | |
| 7 | SMPL |
Simply Good Foods Co
|
1,056,124 | $14,025,326 | |
| 8 | UTZ |
Utz Brands, Inc.
|
1,018,160 | $7,839,832 |
All Filings in SENEA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,490,317 | 8,568 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $348,029 | 2,303 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||