SCP
TLN

Steamboat Capital Partners’s Talen Energy Corp TLN Stock Holding History

Steamboat Capital Partners’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 		$6.52M Sell
20,410
-133
-0.6% -$46.9K 1.62% 29
2025
Q4 		$7.7M Buy
20,543
+4,866
+31% +$1.89M 2.11% 21
2025
Q3 		$6.67M Sell
15,677
-991
-6% -$358K 1.74% 28
2025
Q2 		$4.85M Sell
16,668
-319
-2% -$75.7K 1.38% 31
2025
Q1 		$3.39M Buy
16,987
+7,189
+73% +$1.56M 1.03% 32
2024
Q4 		$1.97M Buy
9,798
+4,812
+97% +$939K 0.61% 34
2024
Q3 		$889K Buy
+4,986
New +$702K 0.28% 43

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 $6.03B AUM 40.55% 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

Steamboat Capital Partners's TLN Position: Q1 2026 in Review

Steamboat Capital Partners reduced its Talen Energy Corp (TLN) stake by 0.65% in Q1 2026, selling an estimated $46.9K and leaving 20,410 shares worth $6.52M. The position accounts for 1.62% of the portfolio, ranked #29.

Steamboat Capital Partners first reported a position in TLN in Q3 2024 and has held it in 7 quarters since. The position peaked at $7.7M in Q4 2025. 578 funds tracked by Wall St. Rank hold TLN as of Q1 2026.

  • Steamboat Capital Partners held 20,410 shares of Talen Energy Corp worth $6.52M as of Q1 2026.
  • Steamboat Capital Partners sold 133 Talen Energy Corp shares in Q1 2026, an estimated $46.9K.
  • Talen Energy Corp made up 1.62% of Steamboat Capital Partners's portfolio in Q1 2026, its #29 holding.
  • Steamboat Capital Partners first reported a position in Talen Energy Corp in Q3 2024 and has held it in 7 quarters since.
  • Steamboat Capital Partners's Talen Energy Corp position peaked at $7.7M in Q4 2025.
  • 578 funds tracked by Wall St. Rank held Talen Energy Corp as of Q1 2026.

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