Institutional Fund
Tam Capital Management Inc.
Stamford, CTCIK 15945916 filings on record
Portfolio Value
$204.83M
Q1 2026
Holdings
7
Reported positions
New Buys
1
Opened this quarter
QoQ Change
+23.2%
from $166.20M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- The Cigna Group50.6%
- Salesforce Inc20.0%
- The Cigna Group12.3%
- Charter Communications Inc N6.5%
- Spdr S&P 500 ETF Tr6.4%
- Fiserv Inc2.3%
- Other1.9%
Portfolio Holdings
7 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | The Cigna Group | 388.5K | $103.63M | 50.6% | +55.0K | Added |
| 2 | Salesforce Inc | 219.3K | $40.95M | 20.0% | +219.3K | New |
| 3 | The Cigna Group | 94.7K | $25.26M | 12.3% | −28.0K | Reduced |
| 4 | Charter Communications Inc N | 61.7K | $13.32M | 6.5% | +47.0K | Added |
| 5 | Spdr S&P 500 ETF Tr | 20.1K | $13.07M | 6.4% | −1.4K | Reduced |
| 6 | Fiserv Inc | 82.8K | $4.62M | 2.3% | +43.2K | Added |
| 7 | Fiserv Inc | 71.4K | $3.98M | 1.9% | −44.1K | Reduced |