Balyasny Asset Management L.P.

Position in WINA — Winmark Corp

CIK 1218710 Chicago, IL

Position in WINA

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$6,599,201

+$6,317,018 QoQ

Shares Held

15,598

+2263.3% QoQ

Ownership

0.434%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#35

of 216 holders

Holding Since

Jun 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Balyasny Asset Management L.P. holds $391,955,997 across 18 Specialty Retail names. WINA ranks #9 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FIVE	Five Below, Inc	753,263	$135,429,154
2	BBY	Best Buy Co Inc	956,230	$72,558,732
3	MUSA	Murphy USA Inc.	86,099	$46,396,168
4	ULTA	Ulta Beauty, Inc.	92,861	$41,878,453
5	RH	Rh	232,674	$38,328,388
6	BBWI	Bath & Body Works, Inc.	816,369	$18,882,614
7	BOBS	Bob's Discount Furniture, Inc.	991,160	$15,680,151
8	ARHS	Arhaus, Inc.	973,645	$8,198,090

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,599,201	15,598	+2263.3%	Shares	Sole	2026-08-14
2026-03-31	$282,183	660	-91.6%	Shares	Sole	2026-05-15
2025-12-31	$3,195,381	7,891	+121.5%	Shares	Sole	2026-02-17
2025-09-30	$1,773,056	3,562	-32.7%	Shares	Sole	2025-11-14
2025-06-30	$1,997,179	5,289	+53.3%	Shares	Sole	2025-08-14
2024-12-31	$1,356,091	3,450	-1.8%	Shares	Sole	2025-02-14
2024-09-30	$1,345,233	3,513	+21.5%	Shares	Sole	2024-11-14
2024-06-30	$1,019,453	2,891	+414.4%	Shares	Sole	2024-08-14
2024-03-31	$203,275	562	-74.8%	Shares	Sole	2024-05-13
2023-12-31	$929,883	2,227	-4.4%	Shares	Sole	2024-02-14
2023-06-30	$774,655	2,330	—	Shares	Sole	2023-08-14
No filing history on record for this holder in this stock.