Position in TAL
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$141,444
+$66,450 QoQ
Shares Held
14,780
+17.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#178
of 235 holders
Holding Since
Sep 2020
3 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in TAL Over Time
Shares Held
Position Value (USD)
Derivatives in TAL
reported options exposure · as of Sep 30, 2020CallValue
$0
CallShares
0
PutValue
$1,901,000
PutShares
25,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Education & Training Services
Consumer Defensive · as of Jun 30, 2026CAPSTONE INVESTMENT ADVISORS, LLC holds $3,898,142 across 7 Education & Training Services names. TAL ranks #7 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOPE |
Grand Canyon Education, Inc.
|
10,789 | $1,544,013 | |
| 2 | UTI |
Universal Technical Institute Inc
|
18,199 | $778,371 | |
| 3 | LRN |
Stride, Inc.
|
6,119 | $527,702 | |
| 4 | PRDO |
PERDOCEO EDUCATION Corp
|
10,200 | $326,400 | |
| 5 | STRA |
Strategic Education, Inc.
|
3,907 | $299,354 | |
| 6 | CVSA |
Covista Inc.
|
2,253 | $280,858 | |
| 7 | TAL |
TAL Education Group
This page
|
14,780 | $141,444 |
All Filings in TAL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $141,444 | 14,780 | Shares | Defined | 2026-08-17 | |
| 2023-06-30 | $74,994 | 12,583 | Shares | Sole | 2023-08-10 | |
| 2020-09-30 | $1,901,000 | 25,000 | Put | Sole | 2021-06-21 | |
| No filing history on record for this holder in this stock. | ||||||