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Teilinger Capital Ltd.

SEC CIK
0001531879
Latest filing
Aug 14, 2026

Holdings in Q1 2026

Holdings as of Mar 31, 2026, filed May 13, 2026. Long positions only; changes compare share counts with Q4 2025.

Institution overview
Positions
7
+1 vs. Q4 2025
Portfolio value
$155.3M
+$57.2M (+58.3%) vs. Q4 2025
Filed
May 13, 2026
SEC
Holdings of Teilinger Capital Ltd. in Q1 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
XELXcel Energy IncStock660,000$52.4M33.8%+305,000+85.9%AddedHistory
DTEDte Energy CoCOM330,000$48.3M31.1%+90,000+37.5%AddedHistory
PCGPG&E CorpStock1,600,000$28.1M18.1%+1,600,000NewHistory
BABAAlibaba Group Holding LtdADR118,304$14.8M9.6%+103,304+688.7%AddedHistory
PPLPPL CorpCOM170,000$6.49M4.2%−45,000−20.9%ReducedHistory
NRGNRG Energy, Inc.Stock35,000$5.11M3.3%+35,000NewHistory
Net Power Inc.64107A113*W EXP 06/08/20225,000$6.75K<0.1%00.0%Unchanged–

Options (4)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Teilinger Capital Ltd. in Q1 2026
SecurityClassPutsCalls
BABAAlibaba Group Holding LtdADR$297.7M$230.8M
SNDKSandisk CorpCOM$171.5M$171.5M
BEBloom Energy CorpCOM CL A$95.2M$25.8M
TSLATesla, Inc.Stock$52.0M$66.9M

Sold out since Q4 2025 (1)

Positions held at the end of Q4 2025 that are gone from this filing.

Positions of Teilinger Capital Ltd. sold out since Q4 2025
SecurityClassShares in Q4 2025Value in Q4 2025% of portfolio in Q4 2025History
EVRGEvergy, Inc.Stock430,000$31.2M31.8%History