4 tracked superinvestors hold TALEN ENERGY CORP (TLN), worth $1.2B combined, led by Stephen Mandel. Smart money is accumulating TLN as of the latest 13F filings.
Current price
$384.44
+44.2%
1Y
Talen Energy Corporation, an independent power producer and infrastructure company, produces and sells electricity, capacity, and ancillary services into wholesale power markets in the United States. The company operates nuclear, fossil, solar, and coal power plants. It is also developing battery storage projects. The company owns and operates approximately 10.7 GW of power infrastructure. Talen…
Market cap
$17.0B
P/E
-77.53
Div yield
0.0%
Revenue YoY
26.7%
Analyst target
$478
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
4
tracked 13F / N-PORT funds
Combined value
$1.2B
disclosed long exposure
Tier-1 conviction
1
concentrated holders
Net this quarter
+2
2 buying · 0 selling
Smart money is net accumulating TLN: 2 funds added or opened versus 0 trimming.
TALEN ENERGY CORP (TLN) is held by 4 tracked funds worth $1.2B combined, 1 of them concentrated Tier-1 managers whose positions carry real conviction.
The largest position belongs to Stephen Mandel at 4.6% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
No tracked fund opened a new position this quarter; 2 added and 0 trimmed, a net add.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Added | 4.6% | $580M | |
| Added | 3.3% | $461M | |
| Held | 2% | $112M | |
| Held | 0.4% | $85M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
Which superinvestors own TLN?
4 tracked funds hold TALEN ENERGY CORP (TLN), the largest being Stephen Mandel (Lone Pine Capital) at 4.6% of its 13F portfolio. 1 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling TLN?
In the most recent 13F quarter, 2 tracked funds added or opened TLN and 0 trimmed it.
How much TLN do tracked funds hold?
Combined disclosed long exposure to TLN across tracked superinvestors is $1.2B as of the Mar 2026 filings.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Mar 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.