Talen Energy Corp (TLN)
| Sector: | Utilities |
| |
| Super Investor Stats: | |
| Ownership count: | 4 |
| Ownership rank: | 204 |
| % of all portfolios: | 0.109% |
| Hold Price * : | $319.23 |
| History |
Portfolio Manager |
Activity |
Share change |
% change to portfolio ▲ |
| Q1  2026 |
| ≡ |
Polen Capital Management |
Reduce 49.44% |
667 |
0.00 |
| ≡ |
Yacktman Asset Management |
Reduce 0.03% |
100 |
0.00 |
| ≡ |
Stephen Mandel - Lone Pine Capital |
Add 40.65% |
525,431 |
1.34 |
| Q4  2025 |
| ≡ |
Polen Capital Management |
Reduce 66.54% |
2,683 |
0.00 |
| ≡ |
Yacktman Asset Management |
Reduce 0.03% |
100 |
0.00 |
| ≡ |
Stephen Mandel - Lone Pine Capital |
Add 8.39% |
100,000 |
0.28 |
| ≡ |
Howard Marks - Oaktree Capital Management |
Add 13.74% |
40,000 |
0.33 |
| ≡ |
Daniel Loeb - Third Point |
Sell 100.00% |
350,000 |
1.79 |
| Q3  2025 |
| ≡ |
Polen Capital Management |
Reduce 30.79% |
1,794 |
0.00 |
| ≡ |
Stephen Mandel - Lone Pine Capital |
Add 9.47% |
103,136 |
0.32 |
| ≡ |
Yacktman Asset Management |
Reduce 18.84% |
83,600 |
0.49 |
| ≡ |
Howard Marks - Oaktree Capital Management |
Add 124.23% |
161,288 |
1.45 |
| ≡ |
Daniel Loeb - Third Point |
Reduce 55.41% |
435,000 |
2.22 |
| Q2  2025 |
| ≡ |
Yacktman Asset Management |
Reduce 0.27% |
1,200 |
0.00 |
| ≡ |
Polen Capital Management |
Buy |
5,826 |
0.01 |
| ≡ |
Daniel Loeb - Third Point |
Add 34.19% |
200,000 |
0.77 |
| ≡ |
Howard Marks - Oaktree Capital Management |
Reduce 59.41% |
190,000 |
1.40 |
| Q1  2025 |
| ≡ |
Howard Marks - Oaktree Capital Management |
Reduce 19.36% |
76,795 |
0.38 |
| ≡ |
Daniel Loeb - Third Point |
Buy |
585,000 |
1.86 |
| Q4  2024 |
| ≡ |
Stephen Mandel - Lone Pine Capital |
Add 27.23% |
233,165 |
0.35 |
| ≡ |
Howard Marks - Oaktree Capital Management |
Reduce 43.07% |
300,052 |
1.35 |
| Q3  2024 |
| ≡ |
Yacktman Asset Management |
Buy |
444,900 |
0.81 |
| ≡ |
Stephen Mandel - Lone Pine Capital |
Buy |
856,215 |
1.14 |
| ≡ |
Howard Marks - Oaktree Capital Management |
Buy |
696,676 |
2.34 |
* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.