CCM
TLN

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

Clearfield 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 		$12.5M Hold
39,100
– – 6.64% 6
2025
Q4 		$14.7M Sell
39,100
-6,400
-14% -$2.49M 6.57% 6
2025
Q3 		$19.4M Buy
45,500
+11,600
+34% +$4.19M 11.58% 2
2025
Q2 		$9.86M Buy
+33,900
New +$8.04M 7.59% 8

Other funds holding TLN

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

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

Clearfield Capital Management held its Talen Energy Corp (TLN) position steady in Q1 2026 at 39,100 shares worth $12.5M. The position accounts for 6.64% of the portfolio, ranked #6.

Clearfield Capital Management first reported a position in TLN in Q2 2025 and has held it in 4 quarters since. The position peaked at $19.4M in Q3 2025. 578 funds tracked by Wall St. Rank hold TLN as of Q1 2026.

  • Clearfield Capital Management held 39,100 shares of Talen Energy Corp worth $12.5M as of Q1 2026.
  • Clearfield Capital Management left its Talen Energy Corp share count unchanged in Q1 2026.
  • Talen Energy Corp made up 6.64% of Clearfield Capital Management's portfolio in Q1 2026, its #6 holding.
  • Clearfield Capital Management first reported a position in Talen Energy Corp in Q2 2025 and has held it in 4 quarters since.
  • Clearfield Capital Management's Talen Energy Corp position peaked at $19.4M in Q3 2025.
  • 578 funds tracked by Wall St. Rank held Talen Energy Corp as of Q1 2026.

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