SCM
TBN

SCS Capital Management’s Tamboran Resources TBN Stock Holding History

SCS Capital Management’s Portfolio TBN Stock Details TBN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.99M Buy
199,871
+106,362
+114% +$3.2M 0.11% 105
2025
Q4 		$2.55M Hold
93,509
– – 0.03% 192
2025
Q3 		$2.56M Buy
+93,509
New +$1.93M 0.03% 188

Other funds holding TBN

HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
YCM
Yaupon Capital Management New York $3.2B AUM 46.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
ISL
Ingalls & Snyder LLC New York $2.83B AUM 21.61% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.03B AUM 40.55% 1-Year Est. Return

SCS Capital Management's TBN Position: Q1 2026 in Review

SCS Capital Management increased its Tamboran Resources (TBN) stake by 114% in Q1 2026, buying an estimated $3.2M and bringing the position to 199,871 shares worth $9.99M. The position accounts for 0.11% of the portfolio, ranked #105.

SCS Capital Management first reported a position in TBN in Q3 2025 and has held it in 3 quarters since. 58 funds tracked by Wall St. Rank hold TBN as of Q1 2026.

  • SCS Capital Management held 199,871 shares of Tamboran Resources worth $9.99M as of Q1 2026.
  • SCS Capital Management bought 106,362 Tamboran Resources shares in Q1 2026, an estimated $3.2M.
  • Tamboran Resources made up 0.11% of SCS Capital Management's portfolio in Q1 2026, its #105 holding.
  • SCS Capital Management first reported a position in Tamboran Resources in Q3 2025 and has held it in 3 quarters since.
  • 58 funds tracked by Wall St. Rank held Tamboran Resources as of Q1 2026.

Based on SCS Capital Management's 13F filing for Q1 2026, filed 11 May 2026.