TAC TRANSALTA CORP

Ownership history in Caption Management, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Caption Management, LLC reported a position in TRANSALTA CORP (TAC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.02% (2025 Q3)
Avg. % of fund
0.01%
First filed
2024 Q4
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 194,172 +101,508 +109.5% 0.02% $2.7M $13.62
2025 Q2 REDUCED 92,664 -5,829 -5.9% 0.01% $1000K $10.71
2025 Q1 ADDED 98,493 +60,044 +156.2% 0.01% $921K $9.24
2024 Q4 INITIATED 38,449 0.01% $544K $13.92
% of Fund (quarterly)    TAC price (monthly, adj. close)
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