Position in SMG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$14,680,225
+$10,021,815 QoQ
Shares Held
215,537
+181.4% QoQ
Ownership
0.370%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#42
of 463 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SMG Over Time
Shares Held
Position Value (USD)
Derivatives in SMG
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$11,553,900
PutShares
190,000
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 Agricultural Inputs
Basic Materials · as of Jun 30, 2026Balyasny Asset Management L.P. holds $167,989,083 across 3 Agricultural Inputs names. SMG ranks #2 (8.7% of the industry book) .
All Filings in SMG
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,680,225 | 215,537 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,658,410 | 76,606 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $11,553,900 | 190,000 | Put | Sole | 2026-05-15 | |
| 2025-12-31 | $35,808,986 | 613,693 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $25,134,142 | 441,337 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $15,623,121 | 284,626 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $16,656,713 | 251,081 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $71,174,370 | 820,927 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $201,686 | 3,100 | Put | Sole | 2024-08-14 | |
| 2024-06-30 | $7,730,624 | 118,823 | Shares | Sole | 2024-08-14 | |
| 2024-06-30 | $819,756 | 12,600 | Call | Sole | 2024-08-14 | |
| 2024-03-31 | $71,757,071 | 962,020 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $23,784,359 | 373,088 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $5,733,017 | 110,933 | Shares | Other | 2023-11-14 | |
| 2023-03-31 | $226,027 | 3,241 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $161,075 | 3,315 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $1,313,493 | 30,725 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $3,801,946 | 48,132 | Shares | Other | 2022-08-15 | |
| 2021-12-31 | $1,201,704 | 7,464 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $5,615,387 | 29,259 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $7,180,805 | 29,313 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $12,197,325 | 61,250 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $3,052,389 | 19,962 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $17,947,576 | 133,469 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $5,747,814 | 56,131 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||