TAM Capital Management Inc.: 13F holdings
CIK 15945912026Q2
| Positions | 9 |
|---|
| Reported value | $236.5m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 9 (+2 vs prior quarter) |
|---|
| Reported value | $236.5m (+15.5%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| THE CIGNA GROUP | 303,500 | $83.7m | 35.4% |
| CHECK POINT SOFTWARE TECH LT | 626,564 | $82.3m | 34.8% |
| CHECK POINT SOFTWARE TECH LT | 160,000 | $21.0m | 8.9% |
| SPDR S&P 500 ETF TR | 20,100 | $15.0m | 6.3% |
| SALESFORCE INC | 90,000 | $14.1m | 6.0% |
| CI THE CIGNA GROUP | 28,290 | $7.8m | 3.3% |
| CRM SALESFORCE INC | 32,110 | $5.0m | 2.1% |
| FISV FISERV INC | 82,809 | $4.1m | 1.7% |
| FISERV INC | 71,400 | $3.5m | 1.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1594591")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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