TLN position history
The shares of Talen Energy (TLN) that Sachem Head Capital Management LP reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2024 Q3: 941,000 shares, $168M, 8.8% of portfolio, New
- 2024 Q4: 910,000 shares, $183M, 10.1% of portfolio, Reduce −3.3%
- 2025 Q1: 1,735,000 shares, $346M, 13.9% of portfolio, Add +90.7%
- 2025 Q2: 1,354,600 shares, $394M, 12.3% of portfolio, Reduce −21.9%
- 2025 Q3: 580,000 shares, $247M, 7.0% of portfolio, Reduce −57.2%
- 2025 Q4: 1,000,000 shares, $375M, 8.8% of portfolio, Add +72.4%
- 2026 Q1: 1,547,500 shares, $494M, 11.9% of portfolio, Add +54.8%
- 2026 Q2: 1,370,000 shares, $526M, 10.9% of portfolio, Reduce −11.5%
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
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