SEC 13F Intelligence

Two Seas Capital LP / TLN

Two Seas Capital LP’s Talen Energy Corp Position

Does Two Seas Capital LP own Talen Energy Corp (TLN)? Yes — 579.1K shares worth $185M (+2.58% of its 13F portfolio) as of Q1 2026, up from 392.0K shares the prior filed quarter.

Position Value
$185M
Q1 2026
Shares
579.1K
% of Portfolio
+2.58%
Quarters Held
8
currently held

Position History TLN

Reported value by quarter
Q2 ’24: $52MQ2 ’24Q3 ’24: $80MQ3 ’24Q4 ’24: $115MQ4 ’24Q1 ’25: $94MQ1 ’25Q2 ’25: $87MQ2 ’25Q3 ’25: $114MQ3 ’25Q4 ’25: $147MQ4 ’25Q1 ’26: $185MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026579.1K$185M+2.58%
Q4 2025392.0K$147M+3.03%
Q3 2025266.9K$114M+1.82%
Q2 2025300.7K$87M+1.47%
Q1 2025472.3K$94M+2.97%
Q4 2024568.5K$115M+9.90%
Q3 2024449.1K$80M+12.97%
Q2 2024465.7K$52M+8.40%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Two Seas Capital LP’s full portfolio or all institutional holders of TLN.