Howard Marks's TLN Position Overview
Howard Marks (via Oaktree Capital Management Lp) currently holds 291.1K shares of Talen Energy Corporation (TLN) worth $123.84 M, representing 1.91% of the portfolio. First purchased in 2024-Q3, this short-term holding has been held for 5 quarters.
Based on 13F filings, Howard Marks has maintained this position in TLN for several quarters, showing initial confidence in the investment. Largest addition occurred in Q3 2025, adding 161.3K shares. Largest reduction occurred in Q4 2024, reducing 300.1K shares.
Analysis based on 13F filings available since 2013 Q2
Howard Marks's Talen Energy Corporation (TLN) Holding Value Over Time
Track share changes against reported price movement
Quarterly Talen Energy Corporation (TLN) Trades by Howard Marks
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2024 | +696,676 | New Buy | 696,676 | $178.24 |
| Q4 2024 | -300,052 | Reduce 43.07% | 396,624 | $201.47 |
| Q1 2025 | -76,795 | Reduce 19.36% | 319,829 | $199.67 |
| Q2 2025 | -190,000 | Reduce 59.41% | 129,829 | $290.77 |
| Q3 2025 | +161,288 | Add 124.23% | 291,117 | $425.38 |
Howard Marks's Talen Energy Corporation Investment FAQs
Howard Marks first purchased Talen Energy Corporation (TLN) in Q3 2024, acquiring 696,676 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Howard Marks has held Talen Energy Corporation (TLN) for 5 quarters since Q3 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Howard Marks's largest addition to Talen Energy Corporation (TLN) was in Q3 2024, adding 696,676 shares worth $124.18 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Howard Marks's firm, Oaktree Capital Management Lp, owns 291,117 shares of Talen Energy Corporation (TLN), valued at approximately $123.84 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Talen Energy Corporation (TLN) represents approximately 1.91% of Howard Marks's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Howard Marks's peak holding in Talen Energy Corporation (TLN) was 696,676 shares, as reported at the end of Q3 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.