Follow-The-Filings

Security · featured owners

TLN Talen Energy Corp.

COM Equity as of 2026 Q2 among managers we track

  • 7 Owners
  • #201
  • Max 10.9%
  • Master 0.05%
  • $818M
  • 1 new 1 add 3 reduce 1 exit

Who owns this now

Largest portfolio weights among featured holders · max 10.9% (Sachem Head Capital Management) · not free-float ownership

  1. Sachem Head Capital Management reduce 10.9%
  2. King Street Capital Management 9.5%
  3. Howard Marks 1.8%
  4. Don Yacktman reduce 1.7%
  5. Ben Hoskin reduce 0.02%
  6. George Soros new 0.01%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Sachem Head Capital Management 2026 Q2 10.9% Reduce −11.5% 1,370,000 $526M history
Don Yacktman - Yacktman Asset Management 2026 Q2 1.7% Reduce 0.0% 359,800 $138M history
Howard Marks - Oaktree Capital Management 2026 Q2 1.8% Hold 331,117 $127M history
King Street Capital Management 2026 Q2 9.5% Hold 47,000 $18M history
Ben Hoskin - Value Aligned Research Advisors 2026 Q2 0.02% Reduce −74.6% 17,716 $7M history
George Soros - Soros Fund Management 2026 Q2 0.01% New 0.01% 1,833 $704K history
Polen Capital Management 2026 Q2 <0.01% Add +116.0% 1,473 $566K history
Stephen Mandel - Lone Pine Capital exited 2026 Q2 last 2026 Q1 4.6% Exit −4.63 pp 1,817,947 $580M history

7 current · 1 exited last period · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2024 FY2025
Revenue $1.57B $2.52B
Net income — -$219M
Net margin * — -8.7%

Balance sheet

Metric FY2024 FY2025
Total current assets $1.04B $1.35B
Total non-current assets * $5.07B $9.56B
Total assets $6.11B $10.9B
Total current liabilities $0.455B $1.05B
Total non-current liabilities * $4.26B $8.76B
Total equity $1.39B $1.09B

Cash flow

Metric FY2024 FY2025
Cash from operations $256M $704M
Cash from investing $1.17B -$4B
Cash from financing -$1.96B $3.69B
Net change in cash -$536M $387M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders