TSC
TLN

Two Seas Capital’s Talen Energy Corp TLN Stock Holding History

Two Seas Capital’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 		$185M Buy
579,129
+187,155
+48% +$66M 2.58% 7
2025
Q4 		$147M Buy
391,974
+125,086
+47% +$48.6M 3.03% 6
2025
Q3 		$114M Sell
266,888
-33,810
-11% -$12.2M 1.82% 7
2025
Q2 		$87.4M Sell
300,698
-171,577
-36% -$40.7M 1.47% 8
2025
Q1 		$94.3M Sell
472,275
-96,200
-17% -$20.9M 2.97% 6
2024
Q4 		$115M Buy
568,475
+119,360
+27% +$23.3M 9.9% 4
2024
Q3 		$80.1M Buy
+449,115
New +$63.3M 12.97% 3

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

Two Seas Capital's TLN Position: Q1 2026 in Review

Two Seas Capital increased its Talen Energy Corp (TLN) stake by 48% in Q1 2026, buying an estimated $66M and bringing the position to 579,129 shares worth $185M. The position accounts for 2.58% of the portfolio, ranked #7.

Two Seas Capital first reported a position in TLN in Q3 2024 and has held it in 7 quarters since. 578 funds tracked by Wall St. Rank hold TLN as of Q1 2026.

  • Two Seas Capital held 579,129 shares of Talen Energy Corp worth $185M as of Q1 2026.
  • Two Seas Capital bought 187,155 Talen Energy Corp shares in Q1 2026, an estimated $66M.
  • Talen Energy Corp made up 2.58% of Two Seas Capital's portfolio in Q1 2026, its #7 holding.
  • Two Seas Capital first reported a position in Talen Energy Corp in Q3 2024 and has held it in 7 quarters since.
  • 578 funds tracked by Wall St. Rank held Talen Energy Corp as of Q1 2026.

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