Balyasny Asset Management L.P.
Position in TWO — Two Harbors Investment Corp.
CIK 1218710
Chicago, IL
Position in TWO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$56,293,987
+$33,461,002 QoQ
Shares Held
4,929,421
+126.7% QoQ
Ownership
4.69%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in TWO Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026Balyasny Asset Management L.P. holds $150,003,171 across 13 REIT - Mortgage names. TWO ranks #1 (37.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TWO |
Two Harbors Investment Corp.
This page
|
4,929,421 | $56,293,987 | |
| 2 | RITM |
Rithm Capital Corp.
|
4,425,688 | $41,955,522 | |
| 3 | DX |
Dynex Capital Inc
|
2,439,648 | $31,129,908 | |
| 4 | ABR |
Arbor Realty Trust Inc
|
721,292 | $5,561,161 | |
| 5 | LADR |
Ladder Capital Corp
|
565,641 | $5,526,312 | |
| 6 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
276,134 | $2,915,975 | |
| 7 | EFC |
Ellington Financial Inc.
|
144,405 | $1,711,199 | |
| 8 | KREF |
KKR Real Estate Finance Trust Inc.
|
276,491 | $1,692,124 |
All Filings in TWO
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $56,293,987 | 4,929,421 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $22,832,985 | 2,174,570 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $18,832,196 | 1,908,024 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $38,599,023 | 3,583,939 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $8,106,086 | 606,743 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $27,372,691 | 2,313,837 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $26,960,525 | 1,942,401 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $27,899,520 | 2,112,000 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $37,731,140 | 2,849,784 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $14,349,292 | 1,030,100 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $11,147,735 | 841,974 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $15,376,166 | 1,107,793 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $24,901,587 | 1,692,834 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $23,163,307 | 1,468,821 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||