Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Taconic Capital Advisors LP 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Taconic Capital Advisors LP (CIK 1390113) reported $229.1M across 11 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ILCG ($68.2M, 29.76%), VTOL ($49.1M, 21.41%), CBL ($23.4M, 10.20%), HOLX ($20.3M, 8.86%), SATS ($16.0M, 6.97%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1ILCGISHARES TR$68.2M29.76%682,500Added
2VTOLBRISTOW GROUP INC$49.1M21.41%1.0MTrimmed
3CBLCBL & ASSOC PPTYS INC$23.4M10.20%608,332Added
4HOLXHOLOGIC INC$20.3M8.86%268,535Trimmed
5SATSECHOSTAR CORP$16.0M6.97%136,415Trimmed
6GNLGLOBAL NET LEASE INC$11.6M5.07%1.2MTrimmed
7XLRESELECT SECTOR SPDR TR$9.9M4.31%200,000New
8OSONESTREAM INC$8.2M3.58%341,528New
9SPYSTATE STR SPDR S&P 500 ETF T$6.5M2.84%10,000Trimmed
10VSATVIASAT INC$6.2M2.71%180,000Hold
11PYPLPAYPAL HLDGS INC$4.5M1.97%100,000New
12QGENQIAGEN NV$1.6M0.70%40,000New
13CODICOMPASS DIVERSIFIED$1.4M0.63%183,793Added
14AXTAAXALTA COATING SYS LTD$1.4M0.60%50,000New
15ATUSOPTIMUM COMMUNICATIONS INC$879,8130.38%676,779Added
16PTGXPROTAGONIST THERAPEUTICS INC$00.00%0Exited
17MRVLMARVELL TECHNOLOGY INC$00.00%0Exited
18PTGXPROTAGONIST THERAPEUTICS INC$00.00%0Exited
19QCOMQUALCOMM INC$00.00%0Exited
20HOUSANYWHERE REAL ESTATE INC$00.00%0Exited
21KMBKIMBERLY-CLARK CORP$00.00%0Exited
22EFXTENERFLEX LTD$00.00%0Exited
23SSTKSHUTTERSTOCK INC$00.00%0Exited
24SWKSSKYWORKS SOLUTIONS INC$00.00%0Exited
25ECDAWECD AUTOMOTIVE DESIGN INC$00.00%0Exited

Source: SEC Form 13F filings · as of 2026-03-31