MCM
TLN

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

Marsico 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
Q2 		$31.6M Buy
+82,191
New +$30.1M 0.82% 25
2025
Q4 		– Sell
-42,928
Closed -$18.3M – 88
2025
Q3 		$18.3M Buy
+42,928
New +$15.5M 0.47% 43

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 $10.9B AUM 70.31% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return
EC
ECP ControlCo Summit, New Jersey $4.67B AUM 13.65% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
FAM
Fred Alger Management New York $30B AUM 76.99% 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
SHCM
Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return

Marsico Capital Management's TLN Position: Q2 2026 in Review

Marsico Capital Management opened a new position in Talen Energy Corp (TLN) in Q2 2026: 82,191 shares worth $31.6M. The stake represents 0.82% of the portfolio and ranks #25 among its holdings. This is a return to the name: Marsico Capital Management previously reported a position in TLN as recently as Q3 2025.

Marsico Capital Management first reported a position in TLN in Q3 2025 and has held it in 2 quarters since. 644 funds tracked by Wall St. Rank hold TLN as of Q2 2026.

  • Marsico Capital Management held 82,191 shares of Talen Energy Corp worth $31.6M as of Q2 2026.
  • Talen Energy Corp was a new Marsico Capital Management position in Q2 2026.
  • Talen Energy Corp made up 0.82% of Marsico Capital Management's portfolio in Q2 2026, its #25 holding.
  • Marsico Capital Management first reported a position in Talen Energy Corp in Q3 2025 and has held it in 2 quarters since.
  • 644 funds tracked by Wall St. Rank held Talen Energy Corp as of Q2 2026.

Based on Marsico Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.