13F data — long US equity only · ~45-day lag from quarter-end · positions may have changed since · not investment advice
← Strongest buys
1

TLN

Talen Energy Corp · Utilities

Consensus score 1/100 · #235 this quarter · tier-weighted across tracked managers

↓DivergingPrice action since filingas of 2026-07-30
vs 50-day avg
-10.8%
21-day momentum
-18.1%
recent volume
0.88×

13F filings lag ~45 days; this is current price/volume action on top — a technical read, not a prediction.

S1· BasingStage Analysis · Weinstein
vs 30-wk avg
-8.0%
30-wk MA slope
+0.1%
rel. strength
-9.2
52-wk range
21%

Basing after a decline — accumulation; not yet a buy. Watch for a Stage 2 breakout. Based on the 30-week (150-day) moving average + slope, Mansfield relative strength vs SPY, and volume. Technical read, not advice.

Holders
2
tracked managers
New this Q
0
opened a position
Avg weight
0.9%
of their portfolios
Combined value
$139M
held, at quarter-end

Who’s holding it Q2 2026, by position size

ManagerPosition sizeChange
Yacktman Asset Management
Quality value
1.7%
HOLD
Polen Capital
Quality growth
0.0%
ADD

Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.