Sourcerock Group LLC
· Reduced
−$34M
Change
−2.6M
Date
Q1 2026
TA
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
Sourcerock Group LLC
· Reduced
−$34M
Change
−2.6M
Date
Q1 2026
|
Sourcerock Group LLC | Reduced· Q1 2026 | −$34M | −2.6M | – | Q1 2026 | |||||
|
Mackay Shields LLC
· Reduced
−$22M
Change
−1.7M
Date
Q1 2026
|
Mackay Shields LLC | Reduced· Q1 2026 | −$22M | −1.7M | – | Q1 2026 | |||||
|
State Street
· Added
+$22M
Change
+1.7M
Date
Q1 2026
|
State Street | Added· Q1 2026 | +$22M | +1.7M | – | Q1 2026 | |||||
|
American Financial Group Inc
· Reduced
−$13M
Change
−1.0M
Date
Q1 2026
|
American Financial Group Inc | Reduced· Q1 2026 | −$13M | −1.0M | – | Q1 2026 | |||||
|
Citadel Advisors LLC
· Added
+$12M
Change
+918K
Δ Own
+754.3%
Date
Q1 2026
|
Citadel Advisors LLC | Added· Q1 2026 | +$12M | +918K | +754.3% | Q1 2026 | |||||
|
Millennium Management LLC
· Added
+$9.5M
Change
+743K
Date
Q1 2026
|
Millennium Management LLC | Added· Q1 2026 | +$9.5M | +743K | – | Q1 2026 | |||||
|
Thompson Siegel & Walmsley LLC
· Reduced
−$8.6M
Change
−667K
Date
Q1 2026
|
Thompson Siegel & Walmsley LLC | Reduced· Q1 2026 | −$8.6M | −667K | – | Q1 2026 | |||||
|
UBS Group AG
· Reduced
−$7.6M
Change
−595K
Date
Q1 2026
|
UBS Group AG | Reduced· Q1 2026 | −$7.6M | −595K | – | Q1 2026 | |||||
|
Connor, Clark & Lunn Investment Management Ltd.
· New
+$7.2M
Change
+563K
Date
Q1 2026
|
Connor, Clark & Lunn Investment Management Ltd. | New· Q1 2026 | +$7.2M | +563K | – | Q1 2026 | |||||
|
Hotchkis & Wiley Capital Management LLC
· Reduced
−$7.2M
Change
−561K
Date
Q1 2026
|
Hotchkis & Wiley Capital Management LLC | Reduced· Q1 2026 | −$7.2M | −561K | – | Q1 2026 | |||||
|
Cambria Investment Management, L.P.
· Added
+$7.2M
Change
+560K
Date
Q1 2026
|
Cambria Investment Management, L.P. | Added· Q1 2026 | +$7.2M | +560K | – | Q1 2026 | |||||
|
First Eagle Investment Management, LLC
· New
+$6.5M
Change
+504K
Date
Q1 2026
|
First Eagle Investment Management, LLC | New· Q1 2026 | +$6.5M | +504K | – | Q1 2026 | |||||
|
Dimensional
· Added
+$6.4M
Change
+502K
Date
Q1 2026
|
Dimensional | Added· Q1 2026 | +$6.4M | +502K | – | Q1 2026 | |||||
|
Jane Street Group, LLC
· Added
+$6.2M
Change
+483K
Date
Q1 2026
|
Jane Street Group, LLC | Added· Q1 2026 | +$6.2M | +483K | – | Q1 2026 | |||||
|
JPMorgan Chase & Co
· Added
+$5.9M
Change
+460K
Date
Q1 2026
|
JPMorgan Chase & Co | Added· Q1 2026 | +$5.9M | +460K | – | Q1 2026 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Babcock Gregory
· Officer
Tax withholding or exercise payment (F)
-$6K
|
Babcock Gregory | Officer | Tax withholding or exercise payment (F) | $13.47 | -438 | -$6K | 146K | −0.3% | Jul 1, 2026 | Jul 6, 2026 | |||||||||
|
Control Empresarial de Capitales S.A. de C.v.
· 10% Owner
Sell
−$5.7M
|
Control Empresarial de Capitales S.A. de C.v. | 10% Owner | Sell | $16.80 | −340K | −$5.7M | 40.5M | – | May 20, 2026 | May 22, 2026 | |||||||||
|
Control Empresarial de Capitales S.A. de C.v.
· 10% Owner
Sell
−$2.5M
|
Control Empresarial de Capitales S.A. de C.v. | 10% Owner | Sell | $16.38 | −150K | −$2.5M | 40.8M | – | May 19, 2026 | May 20, 2026 | |||||||||
|
Control Empresarial de Capitales S.A. de C.v.
· 10% Owner
Sell
−$4.7M
|
Control Empresarial de Capitales S.A. de C.v. | 10% Owner | Sell | $16.38 | −284K | −$4.7M | 40.9M | – | May 18, 2026 | May 20, 2026 | |||||||||
|
Control Empresarial de Capitales S.A. de C.v.
· 10% Owner, Other
Sell
−$23M
|
Control Empresarial de Capitales S.A. de C.v. | 10% Owner, Other | Sell | $16.68 | −1.4M | −$23M | 41.2M | – | Mar 27, 2026 | Mar 30, 2026 | |||||||||
|
Control Empresarial de Capitales S.A. de C.v.
· 10% Owner, Other
Sell
−$16M
|
Control Empresarial de Capitales S.A. de C.v. | 10% Owner, Other | Sell | $16.65 | −960K | −$16M | 42.6M | – | Mar 26, 2026 | Mar 30, 2026 | |||||||||
|
Moss William S. III
· Officer
Tax withholding or exercise payment (F)
-$170K
|
Moss William S. III | Officer | Tax withholding or exercise payment (F) | $12.94 | -13K | -$170K | 439K | – | Mar 10, 2026 | Mar 12, 2026 | |||||||||
|
Babcock Gregory
· Officer
Tax withholding or exercise payment (F)
-$57K
|
Babcock Gregory | Officer | Tax withholding or exercise payment (F) | $12.94 | -4K | -$57K | 151K | – | Mar 10, 2026 | Mar 12, 2026 | |||||||||
|
Spath John B.
· Officer
Tax withholding or exercise payment (F)
-$170K
|
Spath John B. | Officer | Tax withholding or exercise payment (F) | $12.94 | -13K | -$170K | 283K | – | Mar 10, 2026 | Mar 12, 2026 | |||||||||
|
Juneau John B.
· Director
2 operations
0
|
Juneau John B. | Director | 2 operations | – | 0 | – | 0 | – | Mar 10, 2026 | Mar 12, 2026 | |||||||||
|
Sherrill Richard
· Director
2 operations
0
|
Sherrill Richard | Director | 2 operations | – | 0 | – | 0 | – | Mar 10, 2026 | Mar 12, 2026 | |||||||||
|
Sherrill Richard
· Director
Shares transferred outside the market (D), often for tax or as a gift, not a market sale
-$92K
|
Sherrill Richard | Director | Shares transferred outside the market (D), often for tax or as a gift, not a market sale | $12.94 | -7K | -$92K | 71K | – | Mar 10, 2026 | Mar 12, 2026 | |||||||||
|
Szabo Shandell
· Director
2 operations
0
|
Szabo Shandell | Director | 2 operations | – | 0 | – | 0 | – | Mar 10, 2026 | Mar 12, 2026 | |||||||||
|
Szabo Shandell
· Director
Shares transferred outside the market (D), often for tax or as a gift, not a market sale
-$92K
|
Szabo Shandell | Director | Shares transferred outside the market (D), often for tax or as a gift, not a market sale | $12.94 | -7K | -$92K | 55K | – | Mar 10, 2026 | Mar 12, 2026 | |||||||||
|
Goodfellow Paul R. A.
· Director, Officer
Tax withholding or exercise payment (F)
-$575K
|
Goodfellow Paul R. A. | Director, Officer | Tax withholding or exercise payment (F) | $12.94 | -44K | -$575K | 508K | – | Mar 10, 2026 | Mar 12, 2026 | |||||||||
N
A
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M
G
A
266 reporting institutions disclosed TALO position changes in the Q1 2026 snapshot.
For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.
An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.
Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.
Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.
A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.