TAM Capital Management Inc.
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| SALESFORCE INC(CRM) | 0 | 219,345 | +219,345 | 0 | 40,945,131 | 19.99% | +40,945,131 |
| THE CIGNA GROUP | 333,500 | 388,500 | +55,000 | 91,789,205 | 103,632,375 | 50.60% | +11,843,170 |
| CHARTER COMMUNICATIONS INC N(CHTR) | 14,654 | 61,682 | +47,028 | 3,059,023 | 13,315,910 | 6.50% | +10,256,887 |
| FISERV INC(FISV) | 39,651 | 82,809 | +43,158 | 2,663,358 | 4,620,742 | 2.26% | +1,957,384 |
| SPDR S&P 500 ETF TR(SPY) | 21,500 | 20,100 | -1,400 | 14,661,280 | 13,071,834 | 6.38% | -1,589,446 |
| CLOROX CO DEL(CLX) | 20,000 | 0 | -20,000 | 3,059,022 | 0 | — | -3,059,022 |
| FISERV INC(FISV) | 115,500 | 71,400 | -44,100 | 7,758,135 | 3,984,120 | 1.95% | -3,774,015 |
| THE CIGNA GROUP(CI) | 122,722 | 94,684 | -28,038 | 33,790,538 | 25,256,957 | 12.33% | -8,533,581 |
| CHARTER COMMUNICATIONS INC N | 45,100 | 0 | -45,100 | 9,414,625 | 0 | — | -9,414,625 |