TAC β€” TRANSALTA CORP

Ownership history in Rubric Capital Management LP  Β·  20 quarters on record

This page tracks every 13F SEC filing in which Rubric Capital Management LP 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 β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
3.25% (2021 Q2)
πŸ“Š Avg. % of fund
1.88%
πŸ“… First filed
2021 Q1
πŸ“… Last filed
2025 Q4
⏱ Quarters held
20

Position Intelligence

Rubric Capital Management LP Γ— TAC AI Analytics

πŸ“ˆ Rubric Capital Management LP outperformed the S&P 500 by +5.1% annually on this TAC position. Timing score: 50% (6/12 decisions correct). Average cost basis: $10.05. Maximum drawdown during holding period: –41.7%.

πŸ“ˆ Position Alpha vs SPY
+5.1%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 5.1% per year on this position.
11 quarters analyzed

⏱️ Timing Score
50%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
6 of 12 add/trim decisions correct

πŸ’° Entry Quality
$10.05
+25.3% vs current ($12.59)

Best entry: $8.00 (2023 Q4)  Β·  Worst: $13.92 (2024 Q4)

πŸ›‘οΈ Drawdown Resilience
–41.7%
max drawdown while held

πŸ’ͺ Held through 2 major drawdowns (>20%).

πŸ’ͺ Fund Conviction
77%
buy-side decisions

10 adds Β· 3 trims. Bought during 4 of 8 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ Rubric Capital Management LP has been actively increasing its TAC allocation β€” a bullish signal from insiders.
Currently 2.69% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    TAC price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 17,781,325 +1,832,874 +11.5% 2.69% $224.8M $12.59
2025 Q3 UNCHANGED 15,948,451 β€” 0% 2.46% $218.0M $13.62
2025 Q2 ADDED 15,948,451 +3,948,451 +32.9% 2.60% $172.1M $10.71
2025 Q1 ADDED 12,000,000 +4,387,337 +57.6% 2.01% $112.2M $9.24
2024 Q4 ADDED 7,612,663 +1,989,702 +35.4% 1.38% $107.7M $13.92
2024 Q3 ADDED 5,622,961 +935,803 +20.0% 0.95% $58.3M $10.15
2024 Q2 UNCHANGED 4,687,158 β€” 0% 0.87% $33.2M $6.90
2024 Q1 REDUCED 4,687,158 -458,472 -8.9% 0.89% $30.1M $6.23
2023 Q4 ADDED 5,145,630 +740,786 +16.8% 0.89% $42.8M $8.00
2023 Q3 ADDED 4,404,844 +978,354 +28.6% 1.45% $38.3M $8.34
10 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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