Balyasny Asset Management
LAC

Balyasny Asset Management’s Lithium Americas LAC Stock Holding History

Balyasny Asset Management’s Portfolio LAC Stock Details LAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.22M Buy
1,828,087
+690,841
+61% +$3.39M 0.01% 1185
2025
Q4 		$4.96M Buy
+1,137,246
New +$6.57M 0.01% 1398
2025
Q3 		– Sell
-394,421
Closed -$1.06M – 3210
2025
Q2 		$1.06M Buy
+394,421
New +$1.09M ﹤0.01% 2017

Other funds holding LAC

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
GMH
General Motors Holdings Detroit, Michigan $90.5M AUM 41.49% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Balyasny Asset Management's LAC Position: Q1 2026 in Review

Balyasny Asset Management increased its Lithium Americas (LAC) stake by 61% in Q1 2026, buying an estimated $3.39M and bringing the position to 1,828,087 shares worth $7.22M. The position accounts for 0.01% of the portfolio, ranked #1185.

Balyasny Asset Management first reported a position in LAC in Q2 2025 and has held it in 3 quarters since. 269 funds tracked by Wall St. Rank hold LAC as of Q1 2026.

  • Balyasny Asset Management held 1,828,087 shares of Lithium Americas worth $7.22M as of Q1 2026.
  • Balyasny Asset Management bought 690,841 Lithium Americas shares in Q1 2026, an estimated $3.39M.
  • Lithium Americas made up 0.01% of Balyasny Asset Management's portfolio in Q1 2026, its #1185 holding.
  • Balyasny Asset Management first reported a position in Lithium Americas in Q2 2025 and has held it in 3 quarters since.
  • 269 funds tracked by Wall St. Rank held Lithium Americas as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.