Balyasny Asset Management’s Balchem Corp BCPC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.54M	Buy	38,610 +95	+0.2%	+$16.1K	0.01%	1243
2025 Q4	$5.91M	Sell	38,515 -19,992	-34%	-$3.05M	0.01%	1309
2025 Q3	$8.78M	Buy	58,507 +16,545	+39%	+$2.61M	0.02%	1120
2025 Q2	$6.68M	Buy	41,962 +14,823	+55%	+$2.4M	0.02%	1150
2025 Q1	$4.51M	Buy	+27,139	New	+$4.45M	0.01%	1301
2024 Q4	–	Sell	-4,093	Closed	-$720K	–	3416
2024 Q3	$720K	Buy	4,093 +27	+0.7%	+$4.6K	﹤0.01%	2103
2024 Q2	$626K	Buy	+4,066	New	+$612K	﹤0.01%	1970
2023 Q4	–	Sell	-12,852	Closed	-$1.59M	–	3016
2023 Q3	$1.59M	Sell	12,852 -1,265	-9%	-$168K	﹤0.01%	1440
2023 Q2	$1.9M	Sell	14,117 -2,479	-15%	-$319K	0.01%	1392
2023 Q1	$2.1M	Buy	16,596 +8,088	+95%	+$1.05M	0.01%	1437
2022 Q4	$1.04M	Buy	+8,508	New	+$1.12M	﹤0.01%	1641
2019 Q3	–	Sell	-2,061	Closed	-$206K	–	1712
2019 Q2	$206K	Buy	+2,061	New	+$200K	﹤0.01%	1394
2018 Q1	–	Sell	-9,023	Closed	-$727K	–	2407
2017 Q4	$727K	Buy	+9,023	New	+$751K	﹤0.01%	1426