Talen Energy

Runs power plants, including a big nuclear plant in Pennsylvania.

Owns it

What the manager says

In short: Power producer including nuclear; electricity demand is rising and shares look cheap versus future cash.

Share of the fund

4.8%

$5 of every $100 · 5th of 10

Named in

Q2 2026 letter

Also owned by

No other fund we follow

More about Talen Energy

This fund doesn’t file the government report, so share counts aren’t public.

Not investment advice. Holdings come from public SEC reports and the funds’ own letters, and can be up to 4½ months old. How this works