Skip to main content

Teilinger Capital Ltd.

SEC CIK
0001531879
Latest filing
Aug 14, 2026

Holdings in Q2 2026

Holdings as of Jun 30, 2026, filed Aug 14, 2026. Long positions only; changes compare share counts with Q1 2026.

Institution overview
Positions
6
−1 vs. Q1 2026
Portfolio value
$151.4M
−$3.81M (−2.5%) vs. Q1 2026
Filed
Aug 14, 2026
SEC
Holdings of Teilinger Capital Ltd. in Q2 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
XELXcel Energy IncStock670,000$53.8M35.5%+10,000+1.5%AddedHistory
DTEDte Energy CoCOM340,000$51.8M34.2%+10,000+3.0%AddedHistory
PCGPG&E CorpStock1,750,000$29.4M19.4%+150,000+9.4%AddedHistory
NRGNRG Energy, Inc.Stock70,000$10.2M6.8%+35,000+100.0%AddedHistory
BABAAlibaba Group Holding LtdADR64,300$6.17M4.1%−54,004−45.6%ReducedHistory
Net Power Inc.64107A113*W EXP 06/08/20225,000$7.25K<0.1%00.0%Unchanged–

Options (3)

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 Q2 2026
SecurityClassPutsCalls
BABAAlibaba Group Holding LtdADR$147.3M$94.5M
SNDKSandisk CorpCOM$218.1M–
BEBloom Energy CorpCOM CL A$101.1M$1.82M

Sold out since Q1 2026 (1)

Positions held at the end of Q1 2026 that are gone from this filing.

Positions of Teilinger Capital Ltd. sold out since Q1 2026
SecurityClassShares in Q1 2026Value in Q1 2026% of portfolio in Q1 2026History
PPLPPL CorpCOM170,000$6.49M4.2%History