Jeff Yass’s TransAlta TAC Stock Holding History

Jeff Yass’s Portfolio TAC Stock Details TAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.52M	Buy	543,900 +141,300	+35%	+$1.87M	﹤0.01%	3864
2026 Q1	$5.27M	Buy	402,600 +64,200	+19%	+$827K	﹤0.01%	4127
2025 Q4	$4.28M	Buy	338,400 +288,400	+577%	+$4.31M	﹤0.01%	4268
2025 Q3	$684K	Buy	50,000 +39,400	+372%	+$485K	﹤0.01%	8258
2025 Q2	$114K	Sell	10,600 -143,100	-93%	-$1.36M	﹤0.01%	11710
2025 Q1	$1.44M	Sell	153,700 -99,600	-39%	-$1.1M	﹤0.01%	6320
2024 Q4	$3.58M	Buy	253,300 +178,100	+237%	+$2.03M	﹤0.01%	4135
2024 Q3	$779K	Buy	+75,200	New	+$625K	﹤0.01%	7400
2024 Q2	–	Sell	-11,200	Closed	-$72K	–	13211
2024 Q1	$72K	Buy	+11,200	New	+$79.5K	﹤0.01%	11391
2023 Q3	–	Sell	-13,600	Closed	-$127K	–	12952
2023 Q2	$127K	Buy	+13,600	New	+$128K	﹤0.01%	10740

Other funds holding TAC

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Jeff Yass's TAC Position: Q2 2026 in Review

Jeff Yass reduced its TransAlta (TAC) stake by 40% in Q2 2026, selling an estimated $2.27M and leaving 262,657 shares worth $3.63M. The position accounts for ﹤0.01% of the portfolio, ranked #5235.

Jeff Yass first reported a position in TAC in Q4 2014 and has held it in 15 quarters since. The position peaked at $5.69M in Q1 2026. 178 funds tracked by Wall St. Rank hold TAC as of Q2 2026.

Jeff Yass held 262,657 shares of TransAlta worth $3.63M as of Q2 2026.
Jeff Yass sold 171,776 TransAlta shares in Q2 2026, an estimated $2.27M.
TransAlta made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #5235 holding.
Jeff Yass first reported a position in TransAlta in Q4 2014 and has held it in 15 quarters since.
Jeff Yass's TransAlta position peaked at $5.69M in Q1 2026.
178 funds tracked by Wall St. Rank held TransAlta as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.