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Talen Energy Corp
5 super-investor ownerscombined $843Mlargest position 4.6%
1 ADD
Cohort owners over time
2024Q3 → 2026Q1How many of the cohort members held this stock each quarter.
Now: 1
Peak: 2
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 |
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.