Value Aligned Research Advisors, LLC

Position in TLN — Talen Energy Corp

CIK 1963565 PRINCETON, NJ

Back to TLN Full portfolio

Position in TLN

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

Position Value

$22,251,288

-$36,728,661 QoQ

Shares Held

69,703

-55.7% QoQ

Ownership

0.154%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2025

5 quarters on record

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

Common Shares in TLN Over Time

Shares Held

Position Value (USD)

Derivatives in TLN

reported options exposure · as of Mar 31, 2025

CallValue

$698,845

CallShares

3,500

PutValue

PutShares

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 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. TLN ranks #2 (36.2% of the industry book) .

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

All Filings in TLN

Export CSV

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$22,251,288	69,703	-55.7%	Shares	Sole	2026-05-18
2025-12-31	$58,979,949	157,347	-64.6%	Shares	Sole	2026-02-17
2025-09-30	$189,310,689	445,039	+18.2%	Shares	Sole	2025-12-03
2025-06-30	$109,453,969	376,428	+10655.1%	Shares	Sole	2025-08-14
2025-03-31	$698,845	3,500	-99.0%	Call	Sole	2025-05-15
2025-03-31	$70,042,838	350,793	—	Shares	Sole	2025-05-15
No filing history on record for this holder in this stock.