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Talos Energy Inc.

TALO Energy
$18.05 +$0.28 (1.58%)
Market Cap: $3.01 B
Gurus Holding
10
Popularity Rank
#518
% of Shares Held
2.69%
Net Activity (Q2 2026)
+$23.95 M

Guru Ownership Trend

Guru Analysis for Talos Energy Inc. (TALO)

Talos Energy Inc. (TALO), a key player in the Energy sector, continues to attract institutional attention.

As of Q2 2026, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $81.07 M.

Top institutional holders include First Eagle Investment and HOTCHKIS & WILEY.

Institutional sentiment is currently Bullish. This is evidenced by a $23.95 M net inflow during the quarter.

Recent activity highlights First Eagle Investment who increased their stake by 123.7%. Conversely, Paul Tudor Jones reduced exposure by 33.2%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$26.56 M
Total Buy Value
New Buys 2
Additions 5
-$2.61 M
Total Sell Value
Reductions 2
Sold Out 1

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
3
Net Buyers
7

FAQs for Talos Energy Inc. (TALO)

Major holders include First Eagle Investment ($14.55 M), HOTCHKIS & WILEY ($11.52 M), Ray Dalio ($9.33 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 4.49 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $23.95 M, with 7 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 1 fully exited TALO. The total reported sell value was $2.61 M.

Yes, 2 managers opened new positions in TALO, and 5 increased their existing holdings. The total reported buy value was $26.56 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.02% Add 123.7% 1,127,300 $14.55 M Q2 2026
0.03% Add 18.0% 892,352 $11.52 M Q2 2026
0.04% New Buy 722,518 $9.33 M Q2 2026
0.01% Add 106.3% 709,700 $9.16 M Q2 2026
0.00% Add 8.0% 347,423 $4.49 M Q2 2026
0.01% Reduce -33.2% 301,415 $3.89 M Q2 2026
0.02% Add 49.0% 185,300 $2.39 M Q2 2026
0.00% New Buy 123,400 $1.59 M Q2 2026
0.00% Reduce -10.9% 64,375 $831,081 Q2 2026
0.05% 17,895 $231,024 Q2 2026
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SEC Form