Balyasny Discloses 6,502,847 Shares (5.54%) Ownership in SPR

Rhea-AI Filing Summary

Balyasny Asset Management and affiliated entities filed a Schedule 13G reporting beneficial ownership of 6,502,847 shares of Spirit AeroSystems common stock, equal to 5.54% of the class based on 117,318,941 shares outstanding as of April 18, 2025 per the issuer's May 1, 2025 quarterly report. The filing identifies the reporting persons as Balyasny Asset Management L.P., BAM GP LLC, Balyasny Asset Management Holdings LP, Dames GP LLC and Dmitry Balyasny, each of which discloses sole voting and sole dispositive power over the reported shares.

The filing states the shares are held directly by Atlas Diversified Master Fund, Ltd. (ADMF), which has the right to receive dividends or sale proceeds. The filers certify the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer. Signatures on the filing are dated 08/10/2025.

Positive

• Disclosure of material stake: Reporting persons disclose beneficial ownership of 6,502,847 shares representing 5.54% of class.
• Sole voting and dispositive power: Each reporting person reports sole power to vote and to dispose of the 6,502,847 shares, clarifying control over the position.
• Direct holder identified: The filing specifies Atlas Diversified Master Fund, Ltd. (ADMF) as the direct holder with rights to dividends and sale proceeds.
• Certification of passive intent: Filers certify the securities were acquired and are held in the ordinary course of business and not to change or influence control of the issuer.

Negative

• None.

Insights

Financial Analyst

TL;DR: Balyasny and affiliated entities report a 5.54% stake (6.5M shares) in SPR with sole voting and dispositive power; holdings held for ADMF.

The filing is a Schedule 13G disclosure showing beneficial ownership rather than a Schedule 13D activist filing. It quantifies the position at 6,502,847 shares, representing 5.54% of class based on 117,318,941 shares outstanding as of April 18, 2025. The reporting persons are organized through a chain of Delaware entities, culminating with Dmitry Balyasny as the managing member. The filing explicitly states the shares are held in the ordinary course and not to influence control, and identifies ADMF as the direct holder with rights to dividends and proceeds. For market-impact considerations, this disclosure provides clear ownership metrics but does not signal an intent to pursue control.

Corporate Governance Expert

TL;DR: Ownership above 5% triggers public disclosure; the filers state passive intent and record sole voting/dispositive authority over the shares.

The Schedule 13G meets regulatory requirements to disclose an ownership position above the 5% threshold. It lists the chain of entities (BAM, BAM GP, BAM Holdings, Dames GP) and the individual (Dmitry Balyasny) through which voting and dispositive powers are exercised. Item 6 clarifies ADMF is the direct holder entitled to economic benefits. The certification in Item 10 affirms the position is held in the ordinary course and not for control purposes, which is material for governance assessment because it indicates no stated plan to change board composition or governance. The filing supplies necessary identifiers and ownership metrics for shareholder records and compliance monitoring.

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

Spirit AeroSystems Holdings, Inc.

(Name of Issuer)

Common Stock, par value $0.01 per share

(Title of Class of Securities)

848574109

(CUSIP Number)

06/30/2025

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

SCHEDULE 13G

CUSIP No. 848574109

1

Names of Reporting Persons

Balyasny Asset Management L.P.

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 6,502,847.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 6,502,847.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

6,502,847.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

5.54 %

12

Type of Reporting Person (See Instructions)

IA, PN

SCHEDULE 13G

CUSIP No. 848574109

1

Names of Reporting Persons

BAM GP LLC

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 6,502,847.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 6,502,847.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

6,502,847.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

5.54 %

12

Type of Reporting Person (See Instructions)

HC, OO

SCHEDULE 13G

CUSIP No. 848574109

1

Names of Reporting Persons

Balyasny Asset Management Holdings LP

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 6,502,847.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 6,502,847.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

6,502,847.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

5.54 %

12

Type of Reporting Person (See Instructions)

HC, PN

SCHEDULE 13G

CUSIP No. 848574109

1

Names of Reporting Persons

Dames GP LLC

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 6,502,847.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 6,502,847.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

6,502,847.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

5.54 %

12

Type of Reporting Person (See Instructions)

HC, OO

SCHEDULE 13G

CUSIP No. 848574109

1

Names of Reporting Persons

Dmitry Balyasny

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

UNITED STATES

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 6,502,847.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 6,502,847.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

6,502,847.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

5.54 %

12

Type of Reporting Person (See Instructions)

HC, IN

SCHEDULE 13G

Item 1.
(a)	Name of issuer: Spirit AeroSystems Holdings, Inc.
(b)	Address of issuer's principal executive offices: 3801 South Oliver Street, Wichita, Kansas 67210 United States
Item 2.
(a)	Name of person filing: This statement is being filed by (1) Balyasny Asset Management L.P., a Delaware limited partnership ("BAM"), (2) BAM GP LLC, a Delaware limited liability company ("BAM GP"), (3) Balyasny Asset Management Holdings LP, a Delaware limited partnership ("BAM Holdings"), (4) Dames GP LLC, a Delaware limited liability company ("Dames"), and (5) Dmitry Balyasny, a United States citizen (collectively, the "Reporting Persons"). BAM GP is the General Partner of BAM. BAM Holdings is the Sole Member of BAM GP. Dames is the General Partner of BAM Holdings. Dmitry Balyasny is the Managing Member of Dames.
(b)	Address or principal business office or, if none, residence: The principal business address of each of BAM, BAM GP, BAM Holdings, Dames, and Mr. Balyasny is located at 444 West Lake Street, 50th Floor, Chicago, IL 60606.
(c)	Citizenship: (1) BAM is a Delaware limited partnership, (2) BAM GP is a Delaware limited liability company, (3) BAM Holdings is a Delaware limited partnership, (4) Dames is a Delaware limited liability company, and (5) Mr. Balyasny is a United States citizen.
(d)	Title of class of securities: Common Stock, par value $0.01 per share
(e)	CUSIP No.: 848574109
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: By virtue of its position as the investment manager of Atlas Diversified Master Fund, Ltd. ("ADMF"), the direct holder of the 6,502,847 shares of common stock, par value $0.01 per share ("Shares"), reported herein, BAM may be deemed to exercise voting and investment power over such Shares held by ADMF and thus may be deemed to beneficially own such Shares. By virtue of its position as the General Partner of BAM, BAM GP may be deemed to exercise voting and investment power over the Shares held directly by ADMF and thus may be deemed to beneficially own such Shares. By virtue of its position as the Sole Member of BAM GP, BAM Holdings may be deemed to exercise voting and investment power over the Shares held directly by ADMF and thus may be deemed to beneficially own such Shares. By virtue of its position as the General Partner of BAM Holdings, Dames may be deemed to exercise voting and investment power over the Shares held directly by ADMF and thus may be deemed to beneficially own such Shares. By virtue of his position as the Managing Member of Dames, Mr. Balyasny may be deemed to exercise voting and investment power over the Shares held directly by ADMF and thus may be deemed to beneficially own such Shares.
(b)	Percent of class: Each of the Reporting Persons may be deemed to be the beneficial owner of approximately 5.54% of the Shares, based on 117,318,941 Shares of class A common stock outstanding as of April 18, 2025, as reported in the Issuer's Quarterly Report on Form 10-Q filed with the Securities and Exchange Commission on May 1, 2025.
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: Each of the Reporting Persons has the sole power to vote or to direct the vote of 6,502,847 Shares.
	(ii) Shared power to vote or to direct the vote: 0
	(iii) Sole power to dispose or to direct the disposition of: Each of the Reporting Persons has the sole power to dispose or to direct the disposition of 6,502,847 Shares.
	(iv) Shared power to dispose or to direct the disposition of: 0
Item 5.	Ownership of 5 Percent or Less of a Class.
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	If any other person is known to have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, such securities, a statement to that effect should be included in response to this item and, if such interest relates to more than 5 percent of the class, such person should be identified. A listing of the shareholders of an investment company registered under the Investment Company Act of 1940 or the beneficiaries of employee benefit plan, pension fund or endowment fund is not required. ADMF, a Cayman Islands exempted company that is an investment management client of BAM, has the right to receive dividends from, or the proceeds from the sale of, the reported securities.
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

Balyasny Asset Management L.P.

Signature:	/s/ Scott Schroeder
Name/Title:	Scott Schroeder / Authorized Signatory
Date:	08/10/2025

BAM GP LLC

Signature:	/s/ Scott Schroeder
Name/Title:	Scott Schroeder / Authorized Signatory
Date:	08/10/2025

Balyasny Asset Management Holdings LP

Signature:	/s/ Scott Schroeder
Name/Title:	Scott Schroeder / Authorized Signatory
Date:	08/10/2025

Dames GP LLC

Signature:	/s/ Scott Schroeder
Name/Title:	Scott Schroeder / Authorized Signatory
Date:	08/10/2025

Dmitry Balyasny

Signature:	/s/ Dmitry Balyasny
Name/Title:	Dmitry Balyasny / Self
Date:	08/10/2025

FAQ

What stake in Spirit AeroSystems (SPR) did Balyasny report?

Balyasny and affiliated entities reported beneficial ownership of 6,502,847 shares, representing 5.54% of SPR's outstanding class A common stock.

Who filed the Schedule 13G for SPR?

The statement was filed by Balyasny Asset Management L.P., BAM GP LLC, Balyasny Asset Management Holdings LP, Dames GP LLC and Dmitry Balyasny.

On what basis was the 5.54% ownership calculated?

The percentage is based on 117,318,941 shares of class A common stock outstanding as of April 18, 2025, as reported in the issuer's quarterly report filed May 1, 2025.

Does the filing indicate who actually holds the shares?

Yes. The filing states the shares are held directly by Atlas Diversified Master Fund, Ltd. (ADMF), an investment management client of BAM.

Does the Schedule 13G indicate an intent to influence control of SPR?

The filers certify that the securities were acquired and are held in the ordinary course of business and were not acquired for the purpose of changing or influencing control of the issuer.

When was the filing signed?

The signatures on the filing are dated 08/10/2025.