Balyasny Asset Management L.P.

Position in TPH — Tri Pointe Homes, Inc.

CIK 1218710 Chicago, IL

Position in TPH

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$52,509,566

-$23,276,788 QoQ

Shares Held

1,123,680

-44.8% QoQ

Ownership

1.32%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Mar 31, 2026

Balyasny Asset Management L.P. holds $279,119,710 across 13 Residential Construction names. TPH ranks #3 (18.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TOL	Toll Brothers, Inc.	809,565	$110,481,335
2	PHM	Pultegroup Inc/Mi/	613,670	$72,173,728
3	TPH	Tri Pointe Homes, Inc. This page	1,123,680	$52,509,566
4	MTH	Meritage Homes CORP	263,598	$16,300,900
5	TMHC	Taylor Morrison Home Corp	223,148	$12,996,139
6	IBP	Installed Building Products, Inc.	16,967	$4,498,800
7	BZH	Beazer Homes USA Inc	165,096	$3,176,447
8	CVCO	Cavco Industries, Inc.	4,440	$2,150,247

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$52,509,566	1,123,680	-44.8%	Shares	Sole	2026-05-15
2024-06-30	$75,786,354	2,034,533	-6.7%	Shares	Sole	2024-08-14
2024-03-31	$84,268,323	2,179,729	+40.3%	Shares	Sole	2024-05-13
2023-12-31	$55,001,156	1,553,705	-29.8%	Shares	Other	2024-02-14
2023-09-30	$60,573,247	2,214,744	+241.9%	Shares	Other	2023-11-14
2023-06-30	$21,286,280	647,787	+1285.5%	Shares	Sole	2023-08-14
2023-03-31	$1,183,836	46,755	-69.2%	Shares	Other	2023-05-15
2022-12-31	$2,818,355	151,606	-78.5%	Shares	Sole	2023-02-14
2022-09-30	$10,649,104	704,772	+404.3%	Shares	Other	2022-11-15
2022-06-30	$2,357,767	139,761	-34.4%	Shares	Other	2022-08-15
2021-09-30	$4,475,368	212,910	+1443.4%	Shares	Sole	2021-12-01
2021-06-30	$295,626	13,795	-72.4%	Shares	Sole	2021-08-16
2020-09-30	$906,528	49,974	—	Shares	Sole	2020-11-16
No filing history on record for this holder in this stock.