SEC 13F Intelligence

Managers / Q2 2021

Taal Capital Management LP

CIK 0001811243 · ONE BEACON STREET, SUITE 21300, BOSTON, MA, 02108 · 617-880-7410

Reported Value
$122M
Q2 2021
Positions
34
Filings on Record
6
2019–present window
Filed
Aug 16, 2021
original filing

Summary

Taal Capital Management LP reported $122M in U.S.-listed holdings across 34 positions for Q2 2021.

Its largest position, PCG, represents 11.7% of the portfolio.

Compared with Q1 2021, the fund opened 4 new positions and exited 16.

Portfolio Metrics

Turnover
+26.5%
vs prior filed quarter
Top-10 Concentration
+68.4%
share of reported value
Largest Position
+11.7%
Pg E
New / Exited
4 / 16
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q1 ’20: $78MQ1 ’20Q2 ’20: $92MQ2 ’20Q3 ’20: $102MQ3 ’20Q4 ’20: $122MQ4 ’20Q1 ’21: $122MQ1 ’21Q2 ’21: $122MQ2 ’21filingsflow.com

Portfolio Composition

By security type
Common Stock: 90.8%Other: 8.9%Equity WRT: 0.3%
  • Common Stock · 90.8% · $111M
  • Other · 8.9% · $11M
  • Equity WRT · 0.3% · $417,000

Quarter-over-Quarter Changes full breakdown →

vs Q1 2021 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
ALXNALEXION PHARMACEUTICALS INCNEW+50.0K50.0K+$9M$9M
PERSHING SQUARE TONTINE HLDGNEW+175.0K175.0K+$4M$4M
GOOGLALPHABET INCNEW+1.5K1.5K+$4M$4M
NWSNEWS CORP NEWNEW+139.8K139.8K+$3M$3M
STARBOARD VALUE ACQUISITN COADDED+19.0K20.0K+$9M$9M
FEFIRSTENERGY CORPSOLD OUT150.0K0$5M$0
ATVIEURACTIVISION BLIZZARD INCSOLD OUT40.0K0$4M$0
BIDUNBAIDU INCSOLD OUT2.3K0$500,000$0

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q2 2021

34 positions
#IssuerClass% PortfolioValueShares
1PCGPG&E CORPhistory →COM11.65%$14M1.40M
2ALXNALEXION PHARMACEUTICALS INChistory →COM7.52%$9M50.0K
3STARBOARD VALUE ACQUISITN COCOM CL A7.01%$9M20.0K
4BRK/BBERKSHIRE HATHAWAY INC DELhistory →CL B NEW6.83%$8M30.0K
5TMUST MOBILE US INChistory →COM6.52%$8M55.0K
6DISCKUSDDISCOVERY INChistory →COM SER C6.40%$8M269.9K
7VVISA INChistory →COM CL A5.74%$7M30.0K
8JPMJPMORGAN CHASE & COhistory →COM5.73%$7M45.0K
9MSFTMICROSOFT CORPhistory →COM5.54%$7M25.0K
10DISHDISH NETWORK CORPORATIONhistory →CL A5.47%$7M160.0K
11LNGCHENIERE ENERGY INChistory →COM NEW4.62%$6M65.0K
12SWIUSDSOLARWINDS CORPhistory →COM4.29%$5M310.0K
13TJXTJX COS INC NEWhistory →COM4.14%$5M75.0K
14PERSHING SQUARE TONTINE HLDGCOM CL A3.26%$4M175.0K
15NKENIKE INChistory →CL B3.16%$4M25.0K
16GOOGLALPHABET INChistory →CAP STK CL A3.00%$4M1.5K
17NWSNEWS CORP NEWhistory →CL B2.79%$3M139.8K
18FISVFISERV INChistory →COM2.06%$3M23.6K
19JBLUJETBLUE AWYS CORPhistory →COM2.06%$3M150.0K
20NEXTGEN ACQUISITION CORP IIUNIT 03/23/20260.80%$974,00090.0K
21OCCIDENTAL PETE CORPW EXP 08/03/2020.34%$417,00030.0K
22ALTIMAR ACQUISITION CORP IIIUNIT 99/99/99990.21%$253,00025.0K
23ISOS ACQUISITION CORPORATIONUNIT 99/99/99990.08%$102,00010.0K
24MSD ACQUISITION CORPUNIT 03/25/20260.08%$101,00010.0K
25FREEDOM ACQUISITION I CORPUNIT 99/99/99990.08%$100,00010.0K
26HUDSON EXECUTIVE INVES IIIUNIT 02/22/20260.08%$100,00010.0K
27LEAD EDGE GROWTH OPRTUNTS LTUNIT 04/01/20260.08%$100,00010.0K
28FIRST RESERVE SUSTAINABLE GWUNIT 03/05/20260.08%$100,00010.0K
29PERIDOT ACQUISITION CORP IIUNIT 99/99/99990.08%$100,00010.0K
30SUPERNOVA PARTNERS ACQUISTNUNIT 99/99/99990.08%$100,00010.0K
31KHOSLA VENTURES ACQUT CO IIICOM CL A0.08%$99,00010.0K
32GORES TECHNOLOGY PARTNERS IIUNIT 03/16/20280.04%$52,0005.0K
33WALDENCAST ACQUISITION CORPUNIT 03/11/20260.04%$51,0005.0K
34VIRGIN GROUP ACQUISIT CORP IUNIT 99/99/99990.04%$50,0005.0K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q2 2021$122M34Aug 16, 202113F-HRchanges · EDGAR ↗
Q1 2021$122M46May 14, 202113F-HRchanges · EDGAR ↗
Q4 2020$122M16Feb 12, 202113F-HRchanges · EDGAR ↗
Q3 2020$102M16Nov 13, 202013F-HRchanges · EDGAR ↗
Q2 2020$92M17Aug 14, 202013F-HRchanges · EDGAR ↗
Q1 2020$78M16May 15, 202013F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.