← Top Holdings

TLNTALEN ENERGY CORP

CUSIP: 87422Q109

5

Guru Owners

$955.4M

Total Value Held

2.5M

Total Shares

$484.5M
3.56%
$134.9M
1.89%
$124.1M
1.77%
$112.5M
1.60%
$99.4M
0.36%

📊 Fundamentals

Market Cap$14.6B
Forward P/E10.5x
P/FCF13.4x
EPS (TTM)$-4.78
Revenue (TTM)$2.6B
Profit Margin-8.34%
Beta1.61

52-Week Range

$158.08
$451.28

Current: $320.56

Data from Yahoo Finance · refreshed every 4 hours

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$256.0M$512.0M$768.0M$1.02BQ3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25

Quarter-by-Quarter Activity

Q4 '255 owners · $955.4M
INCREASEDStephen Mandel$484.5M
REDUCEDDonald Yacktman$134.9M
REDUCEDHoward Marks$124.1M
REDUCEDHoward Marks$112.5M
INCREASEDRay Dalio$99.4M
Q3 '256 owners · $1.02B
INCREASEDStephen Mandel$507.3M
REDUCEDDonald Yacktman$153.2M
REDUCEDDaniel Loeb$148.9M
REDUCEDHoward Marks$123.8M
REDUCEDRay Dalio$63.2M
Q2 '256 owners · $775.2M
INCREASEDDaniel Loeb$228.3M
REDUCEDDonald Yacktman$129.0M
REDUCEDRay Dalio$44.5M
NEWHoward Marks$37.8M
NEWHoward Marks$18.9M
Q1 '254 owners · $433.6M
NEWDaniel Loeb$116.8M
INCREASEDRay Dalio$10.4M
Q4 '243 owners · $313.4M
REDUCEDStephen Mandel$219.5M
REDUCEDRay Dalio$4.3M
Q3 '243 owners · $236.2M

No changes

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
10%analyst est. 10.4%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
41.6%current: 41.6%
1%50%
Discount Rate (WACC)
8.0%typical: 8% large caps · 10% growth
5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data