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Thiel Macro LLC

SEC CIK
0001562087
Latest filing
Aug 14, 2026

CMS holding history

CMS Energy Corp in every 13F filed by Thiel Macro LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CMS overviewAll 13F holders of CMSFull Q2 2026 holdings

Shares (Q2 2026)
517,124
Value
$39.6M
% of portfolio
9.4%
Quarters held
1
Since Q2 2026
Holdings of CMS by Thiel Macro LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026517,124$39.6M9.4%+517,124NewHolders