TAM Capital Management Inc.
Net buyer this quarter
$237M
4
+$25.9M
42.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 CHKP | $82.3M | 34.81% | 0.59% | Not reported | Q4 2014 |
 CI | $7.8M | 3.30% | 0.01% | -70.1% | Q4 2024 |
 CRM | $5.03M | 2.13% | 0.00% | -85.4% | Q1 2026 |
 FISV | $4.06M | 1.72% | 0.02% | Not reported | Q4 2025 |
| Q1 2026 | |||||
| CRM | $40.9M | 19.99% | 0.02% | New | Q1 2026 |
| CI | $25.3M | 12.33% | 0.04% | -22.9% | Q4 2024 |
 CHTR | $13.3M | 6.50% | 0.02% | +320.9% | Q4 2022 |
| FISV | $4.62M | 2.26% | 0.02% | +108.8% | Q4 2025 |
| Q4 2025 | |||||
| CI | $33.8M | 20.33% | 0.05% | Not reported | Q4 2024 |
| CHTR | $3.06M | 1.84% | 0.01% | Not reported | Q4 2022 |
 CLX | $3.06M | 1.84% | 0.02% | New | Q4 2025 |
| FISV | $2.66M | 1.60% | 0.01% | New | Q4 2025 |
| Q2 2025 | |||||
| CI | $36M | 28.31% | 0.04% | +20.2% | Q4 2024 |
 JPM | $29.5M | 23.23% | 0.00% | -4.8% | Q4 2018 |
 MAGN | $1.19M | 0.94% | 0.28% | Not reported | Q4 2024 |
 CRON | $200K | 0.16% | 0.03% | New | Q2 2025 |