CCM
TLN

Carronade Capital Management’s Talen Energy Corp TLN Stock Holding History

Carronade Capital Management’s Portfolio TLN Stock Details TLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$206M Buy
644,484
+67,245
+12% +$23.7M 2.69% 2
2025
Q4 		$216M Buy
577,239
+16,496
+3% +$6.41M 2.95% 3
2025
Q3 		$239M Buy
560,743
+18,000
+3% +$6.5M 5.51% 2
2025
Q2 		$158M Buy
542,743
+501,967
+1,231% +$119M 11.26% 2
2025
Q1 		$6.83M Sell
40,776
-421,280
-91% -$91.4M 0.38% 22
2024
Q4 		$93.1M Buy
462,056
+62,056
+16% +$12.1M 4.96% 5
2024
Q3 		$71.3M Buy
+400,000
New +$56.4M 4.7% 4

Other funds holding TLN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Carronade Capital Management's TLN Position: Q1 2026 in Review

Carronade Capital Management increased its Talen Energy Corp (TLN) stake by 12% in Q1 2026, buying an estimated $23.7M and bringing the position to 644,484 shares worth $206M. The position accounts for 2.69% of the portfolio, ranked #2.

Carronade Capital Management first reported a position in TLN in Q3 2024 and has held it in 7 quarters since. The position peaked at $239M in Q3 2025. 578 funds tracked by Wall St. Rank hold TLN as of Q1 2026.

  • Carronade Capital Management held 644,484 shares of Talen Energy Corp worth $206M as of Q1 2026.
  • Carronade Capital Management bought 67,245 Talen Energy Corp shares in Q1 2026, an estimated $23.7M.
  • Talen Energy Corp made up 2.69% of Carronade Capital Management's portfolio in Q1 2026, its #2 holding.
  • Carronade Capital Management first reported a position in Talen Energy Corp in Q3 2024 and has held it in 7 quarters since.
  • Carronade Capital Management's Talen Energy Corp position peaked at $239M in Q3 2025.
  • 578 funds tracked by Wall St. Rank held Talen Energy Corp as of Q1 2026.

Based on Carronade Capital Management's 13F filing for Q1 2026, filed 15 May 2026.