Dmitry Balyasny’s Plains GP Holdings PAGP Stock Holding History

Dmitry Balyasny’s Portfolio PAGP Stock Details PAGP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$17.3M	Buy	711,851 +151,770	+27%	+$3.64M	0.02%	791
2026 Q1	$13.6M	Buy	+560,081	New	+$12.2M	0.02%	872
2024 Q1	–	Sell	-289,723	Closed	-$4.62M	–	2978
2023 Q4	$4.62M	Buy	289,723 +12,595	+5%	+$199K	0.01%	1145
2023 Q3	$4.47M	Buy	+277,128	New	+$4.36M	0.01%	1140
2020 Q3	–	Sell	-115,243	Closed	-$1.03M	–	1514
2020 Q2	$1.03M	Buy	+115,243	New	+$1.02M	0.01%	825
2018 Q4	–	Sell	-311,493	Closed	-$7.64M	–	1654
2018 Q3	$7.64M	Sell	311,493 -277,800	-47%	-$6.88M	0.03%	572
2018 Q2	$14.1M	Buy	589,293 +59,382	+11%	+$1.45M	0.06%	392
2018 Q1	$11.5M	Buy	529,911 +371,225	+234%	+$8.21M	0.05%	487
2017 Q4	$3.44M	Buy	+158,686	New	+$3.34M	0.01%	980
2017 Q2	–	Sell	-200,000	Closed	-$6.25M	–	1663
2017 Q1	$6.25M	Sell	200,000 -175,052	-47%	-$5.69M	0.03%	634
2016 Q4	$13M	Buy	+375,052	New	+$12.9M	0.07%	400
2015 Q4	–	Sell	-295,716	Closed	-$13.8M	–	1391
2015 Q3	$13.8M	Buy	+295,716	New	+$16.6M	0.1%	269
2015 Q2	–	Sell	-242,490	Closed	-$18.3M	–	1275
2015 Q1	$18.3M	Sell	242,490 -7,288	-3%	-$529K	0.15%	214
2014 Q4	$17.1M	Buy	+249,778	New	+$17.7M	0.16%	193

Other funds holding PAGP

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Dmitry Balyasny's PAGP Position: Q2 2026 in Review

Dmitry Balyasny increased its Plains GP Holdings (PAGP) stake by 27% in Q2 2026, buying an estimated $3.64M and bringing the position to 711,851 shares worth $17.3M. The position accounts for 0.02% of the portfolio, ranked #791.

Dmitry Balyasny first reported a position in PAGP in Q4 2014 and has held it in 14 quarters since. The position peaked at $18.3M in Q1 2015. 340 funds tracked by Wall St. Rank hold PAGP as of Q2 2026.

Dmitry Balyasny held 711,851 shares of Plains GP Holdings worth $17.3M as of Q2 2026.
Dmitry Balyasny bought 151,770 Plains GP Holdings shares in Q2 2026, an estimated $3.64M.
Plains GP Holdings made up 0.02% of Dmitry Balyasny's portfolio in Q2 2026, its #791 holding.
Dmitry Balyasny first reported a position in Plains GP Holdings in Q4 2014 and has held it in 14 quarters since.
Dmitry Balyasny's Plains GP Holdings position peaked at $18.3M in Q1 2015.
340 funds tracked by Wall St. Rank held Plains GP Holdings as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.