Howard Marks's TLN Position Overview
Howard Marks (via Oaktree Capital Management Lp) currently holds 331,117 shares of Talen Energy Corporation (TLN) worth $124.12 M, representing 1.77% of the portfolio. First purchased in 2024-Q3, this short-term holding has been held for 6 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 161,288 shares. Largest reduction occurred in Q4 2024, reducing 300,052 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +40,000 | Add 13.74% | 331,117 | $374.84 |
| Q3 2025 | +161,288 | Add 124.23% | 291,117 | $425.38 |
| Q2 2025 | -190,000 | Reduce 59.41% | 129,829 | $290.77 |
| Q1 2025 | -76,795 | Reduce 19.36% | 319,829 | $199.67 |
| Q4 2024 | -300,052 | Reduce 43.07% | 396,624 | $201.47 |
| Q3 2024 | +696,676 | New Buy | 696,676 | $178.24 |
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 6 quarters since Q3 2024.
Howard Marks's largest addition to Talen Energy Corporation (TLN) was in Q3 2024, adding 696,676 shares worth $124.18 M.
According to the latest 13F filing for Q4 2025, Howard Marks's firm, Oaktree Capital Management Lp, owns 331,117 shares of Talen Energy Corporation (TLN), valued at approximately $124.12 M.
As of the Q4 2025 filing, Talen Energy Corporation (TLN) represents approximately 1.77% of Howard Marks's publicly disclosed stock portfolio, making it one of their key holdings.
Howard Marks's peak holding in Talen Energy Corporation (TLN) was 696,676 shares, as reported at the end of Q3 2024.