Position in VC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$11,478,220
+$8,368,261 QoQ
Shares Held
125,982
+285.2% QoQ
Ownership
0.472%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VC Over Time
Shares Held
Position Value (USD)
Position in Auto Parts
Consumer Cyclical · as of Mar 31, 2026Balyasny Asset Management L.P. holds $653,008,159 across 19 Auto Parts names. VC ranks #9 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORLY |
O Reilly Automotive Inc
|
2,808,267 | $259,231,126 | |
| 2 | ALSN |
Allison Transmission Holdings Inc
|
848,263 | $99,297,666 | |
| 3 | MOD |
Modine Manufacturing Co
|
266,113 | $57,669,348 | |
| 4 | BWA |
Borgwarner Inc
|
1,061,787 | $57,612,562 | |
| 5 | APTV |
Aptiv PLC
|
692,137 | $48,061,993 | |
| 6 | AZO |
Autozone Inc
|
13,482 | $45,539,229 | |
| 7 | GNTX |
Gentex Corp
|
1,377,811 | $30,105,170 | |
| 8 | AUR |
Aurora Innovation, Inc.
|
3,053,389 | $12,579,962 |
All Filings in VC
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,478,220 | 125,982 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,109,959 | 32,702 | Shares | Other | 2026-02-17 | |
| 2025-03-31 | $8,548,212 | 110,129 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $9,839,402 | 110,904 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $12,245,863 | 128,579 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $26,316,488 | 246,640 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $8,282,566 | 70,424 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $19,613,296 | 157,032 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $33,304,416 | 241,214 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $371,231 | 2,585 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $13,498,514 | 86,071 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $38,019,328 | 290,601 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $57,920,744 | 546,113 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $41,988,224 | 405,370 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,497,658 | 22,887 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $47,747,077 | 429,612 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $28,898,442 | 306,160 | Shares | Sole | 2021-12-01 | |
| 2021-06-30 | $3,498,310 | 28,926 | Shares | Sole | 2021-08-16 | |
| 2020-09-30 | $9,433,024 | 136,276 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $7,598,773 | 110,931 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $7,498,794 | 156,290 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||