Dmitry Balyasny’s H&E Equipment Services HEES Stock Holding History

Dmitry Balyasny’s Portfolio HEES Stock Details HEES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-715,409	Closed	-$67.8M	–	3035
2025 Q1	$67.8M	Buy	715,409 +685,193	+2,268%	+$59.6M	0.11%	218
2024 Q4	$1.48M	Sell	30,216 -108,581	-78%	-$5.91M	﹤0.01%	1781
2024 Q3	$6.76M	Buy	138,797 +132,173	+1,995%	+$6.21M	0.01%	1136
2024 Q2	$293K	Buy	+6,624	New	+$340K	﹤0.01%	2232
2023 Q3	–	Sell	-19,030	Closed	-$871K	–	2454
2023 Q2	$871K	Buy	+19,030	New	+$760K	﹤0.01%	1679
2022 Q2	–	Sell	-56,975	Closed	-$2.48M	–	2916
2022 Q1	$2.48M	Buy	+56,975	New	+$2.4M	0.01%	1276
2021 Q4	–	Sell	-127,869	Closed	-$4.44M	–	2386
2021 Q3	$4.44M	Buy	+127,869	New	+$4.24M	0.02%	869
2020 Q2	–	Sell	-100,472	Closed	-$1.48M	–	1282
2020 Q1	$1.48M	Buy	+100,472	New	+$2.43M	0.02%	678
2019 Q2	–	Sell	-20,872	Closed	-$524K	–	1577
2019 Q1	$524K	Buy	+20,872	New	+$549K	﹤0.01%	1193
2018 Q4	–	Sell	-194,692	Closed	-$7.36M	–	1529
2018 Q3	$7.36M	Sell	194,692 -311,227	-62%	-$11.3M	0.03%	583
2018 Q2	$19M	Buy	+505,919	New	+$18.9M	0.09%	324

Other funds holding HEES

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

BIG

Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return

Dmitry Balyasny's HEES Position: Q2 2025 in Review

Dmitry Balyasny sold out of H&E Equipment Services (HEES) in Q2 2025, closing a stake of 715,409 shares — an estimated $67.8M sold.

Dmitry Balyasny first reported a position in HEES in Q2 2018 and held it in 11 quarters. The position peaked at $67.8M in Q1 2025. 3 funds tracked by Wall St. Rank hold HEES as of Q2 2025.

Dmitry Balyasny reported no remaining H&E Equipment Services position as of Q2 2025 after selling out during the quarter.
Dmitry Balyasny sold 715,409 H&E Equipment Services shares in Q2 2025, an estimated $67.8M.
Dmitry Balyasny first reported a position in H&E Equipment Services in Q2 2018 and held it in 11 quarters.
Dmitry Balyasny's H&E Equipment Services position peaked at $67.8M in Q1 2025.
3 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2025.

Based on Balyasny Asset Management's 13F filing for Q2 2025, filed 14 Aug 2025.