Position in SFD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$15,800,000
-$8,523,309 QoQ
Shares Held
564,891
-48.1% QoQ
Ownership
0.143%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SFD 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.
| # | 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 SFD
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,800,000 | 564,891 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $24,323,309 | 1,089,266 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $39,084,455 | 1,664,585 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,199,659 | 220,980 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $12,221,684 | 599,396 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||