TLN
Talen Energy Corp
4 of the 83 super-investors we track hold TLN, worth a combined $274M per their latest 13F filings. The largest position: Howard Marks at 2.4% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Conviction score: 16 of 100 (how strongly the cohort backs it) — ranked #706 of 742 stocks. Conviction easing: 1 fewer super-investor hold it than in 2026Q1.
Why super-investors own TLN
TLN is held by 4 super-investors in our cohort, with a combined position value of $274M. The highest-conviction owner is Howard Marks at 2.4% of their portfolio. Cohort ownership has shrunk from 5 to 4 over the last four quarters — net interest is fading. This quarter the cohort registered 1 exited.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2024Q3 → 2026Q2How many of the cohort members held this stock each quarter.
Owners (4) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Yacktman Asset Management | 1.7% | 8q | $138M | 359,800 |
| 2 | Howard Marks | 2.4% | 8q | $127M | 331,117 |
| 3 | Joel Greenblatt | <0.1% | 6q | $8M | 20,710 |
| 4 | Polen Capital Management | <0.1% | 5q | $566K | 1,473 |
Owners of TLN also hold
Congress is trading TLN
Congress tracker →- Pete Sessionsbought$15,001 - $50,000 · 2015-10-14 · late
STOCK Act periodic transaction reports; amounts are disclosed ranges. Who files late →
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Stephen Mandel | EXIT | 4.6% | -100% | $0 | Aug 14, 2026 |
Long US equity 13F-HR filings only. CUSIP 87422Q109. Not investment advice.