TLN
Talen Energy Corp
5 super-investors hold TLN worth a combined $843M. The largest position: Stephen Mandel at 4.6% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 26 — ranked #525 of 724 scored stocks.
Why super-investors own TLN
Stephen Mandel dominates the cohort's $843M combined position, with TLN sitting at 4.6% of his portfolio — a $580M stake that dwarfs the other four holders combined. Mandel added further in 2026Q1, the only cohort member to act this quarter, reinforcing his standing as the primary conviction holder. Howard Marks ($106M, 1.8%) and Yacktman ($115M, 1.5%) round out meaningful positions, while Greenblatt and Polen hold negligible allocations. The owner count has been volatile over eight quarters, peaking at two before contracting back to one, then recovering to five — suggesting interest has been episodic rather than broad-based. With no exits or trims this quarter, the posture is stable-to-increasing, though the thesis remains heavily concentrated in a single manager's conviction.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2024Q3 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (5) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Stephen Mandel | 4.6% | 7q | $580M | 1,817,947 |
| 2 | Yacktman Asset Management | 1.5% | 7q | $115M | 359,900 |
| 3 | Howard Marks | 1.8% | 7q | $106M | 331,117 |
| 4 | Joel Greenblatt | <0.1% | 5q | $42M | 130,321 |
| 5 | Polen Capital Management | <0.1% | 4q | $218K | 682 |
Owners of TLN also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Stephen Mandel | ADD | 4.6% | +41% | $580M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 87422Q109. Not investment advice.