Position in TAC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$20,763,500
+$20,145,493 QoQ
Shares Held
1,585,000
+3405.9% QoQ
Ownership
0.502%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#28
of 176 holders
Holding Since
Sep 2022
14 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in TAC Over Time
Shares Held
Position Value (USD)
Derivatives in TAC
reported options exposure · as of Sep 30, 2023CallValue
$5,220,000
CallShares
600,000
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 Utilities - Independent Power Producers
Utilities · as of Mar 31, 2026Balyasny Asset Management L.P. holds $86,309,590 across 7 Utilities - Independent Power Producers names. TAC ranks #2 (24.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VST |
Vistra Corp.
|
342,733 | $51,523,051 | |
| 2 | TAC |
Transalta Corp
This page
|
1,585,000 | $20,763,500 | |
| 3 | NRG |
Nrg Energy, Inc.
|
56,356 | $8,235,865 | |
| 4 | CEG |
Constellation Energy Corp
|
9,969 | $2,783,843 | |
| 5 | OKLO |
Oklo Inc.
|
32,759 | $1,624,518 | |
| 6 | HNRG |
Hallador Energy Co
|
61,477 | $1,000,845 | |
| 7 | TLN |
Talen Energy Corp
|
1,184 | $377,968 |
All Filings in TAC
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,763,500 | 1,585,000 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $618,007 | 45,209 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,186,794 | 295,347 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $532,248 | 56,925 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,837,720 | 271,217 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $991,990 | 95,752 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $520,641 | 73,537 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,152,075 | 179,172 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $139,632 | 16,803 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $722,717 | 83,071 | Shares | Sole | 2023-11-14 | |
| 2023-09-30 | $5,220,000 | 600,000 | Call | Sole | 2023-11-14 | |
| 2023-06-30 | $316,433 | 33,807 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $216,195 | 24,708 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $290,771 | 32,416 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $238,744 | 27,038 | Shares | Other | 2022-11-15 | |
| No filing history on record for this holder in this stock. | ||||||