# Talen Energy (TLN): value investors who own it | moatshark

3 value investors held Talen Energy in their Q3 2026 13F, led by Oaktree Capital Management, Yacktman Asset Management, Polen Capital Management.

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Oaktree Capital Management | 1.8% | $127m | Unchanged | 8 |
| Yacktman Asset Management | 1.7% | $138m | Trimmed 0.0% | 8 |
| Polen Capital Management | 0.0% | $566k | Added +116% | 5 |

## Fund holders

| Fund | Manager | Weight | Value | As at |
| --- | --- | --- | --- | --- |
| AMG Yacktman Fund | Yacktman Asset Management | 1.9% | $134m | 2026-06-30 |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/tln). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.