Value Aligned Research Advisors, LLC

Position in TAC — Transalta Corp

CIK 1963565 PRINCETON, NJ

Back to TAC Full portfolio

Position in TAC

as of Mar 31, 2026 · filed May 18, 2026 Compact

Position Value

$34,011,176

+$23,826,849 QoQ

Shares Held

2,596,273

+248.5% QoQ

Ownership

0.822%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2025

3 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Common Shares in TAC Over Time

Shares Held

Position Value (USD)

Position in Utilities - Independent Power Producers

Utilities · as of Mar 31, 2026

Value Aligned Research Advisors, LLC holds $61,484,420 across 3 Utilities - Independent Power Producers names. TAC ranks #1 (55.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TAC	Transalta Corp This page	2,596,273	$34,011,176
2	TLN	Talen Energy Corp	69,703	$22,251,288
3	HNRG	Hallador Energy Co	320,759	$5,221,956

All Filings in TAC

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3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$34,011,176	2,596,273	+248.5%	Shares	Sole	2026-05-18
2025-09-30	$10,184,327	745,013	+17.6%	Shares	Sole	2025-12-03
2025-06-30	$6,836,403	633,587	—	Shares	Sole	2025-08-14
No filing history on record for this holder in this stock.