TAM Capital Management Inc. CI — THE CIGNA GROUP

Ownership history in TAM Capital Management Inc.  ·  5 quarters on record

AI Ownership Summary

TAM Capital Management Inc. reported THE CIGNA GROUP (CI) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 46.64% in 2024 Q4. The latest visible filing shows CI at 21.61% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was TAM Capital Management Inc.'s position in THE CIGNA GROUP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

CI was reported at 21.61% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
46.64% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CI stock page TAM Capital Management Inc. fund profile TAM Capital Management Inc. full holdings
How TAM Capital Management Inc. held CI — position size vs. price
% of Fund (quarterly)    CI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 51.6% -2.5% ✅ 122,722 -130,792 -51.6% 21.61% $33.8M 2026-02-14 (Est.) $289.84
2025 Q3 ADDED — — — 253,514 +144,706 +133.0% 37.83% $76.3M 2025-11-14 $266.68
2025 Q2 ADDED — — — 108,808 +18,264 +20.2% 28.31% $36.0M 2025-08-15 $292.11
2025 Q1 REDUCED 80.6% +1.0% ❌ 90,544 -375,126 -80.6% 24.99% $29.8M 2025-05-16 $314.29
2024 Q4 INITIATED — — — 465,670 — — 46.64% $128.6M 2025-02-14 $284.86

🏢 Other funds also holding CI

As of 2026 Q1 — sorted by position size

Focused Investors LLC 3Y 7Y 6.06% Nepsis Inc. 3Y 7Y 3.54% Wallace Advisory Group, LLC 3Y 3.33% J. L. Bainbridge & Co., Inc. 3Y 7Y 2.94% GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 3Y 7Y 2.0% RBA Wealth Management, LLC 3Y 1.37% Trinity Street Asset Management LLP 3Y 7Y 1.36% TrueMark Investments, LLC 1.34% apricus wealth, LLC 3Y 1.33% Hudson Capital Management LLC 3Y 7Y 1.32%

FAQ About TAM Capital Management Inc. and CI

These are the practical questions this page is built to answer before you even open the full history table.

How long has TAM Capital Management Inc. reported owning CI?

TAM Capital Management Inc. reported CI across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported CI position in TAM Capital Management Inc.'s portfolio?

The largest reported portfolio weight for CI was 46.64% in 2024 Q4.

What is the latest reported CI position on this page?

The most recent filing on this page is 2025 Q4, when TAM Capital Management Inc. reported 122,722 shares, equal to 21.61% of portfolio, with an estimated market value of $33.8M.

What does the chart on this CI ownership page compare?

The chart compares TAM Capital Management Inc.'s quarterly CI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did TAM Capital Management Inc. time their CI position?

Based on 13F filing dates vs. subsequent CI price moves, TAM Capital Management Inc. correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on CI relative to SPY over the holding period was -9.6%.

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