Alluvial Capital Management's Q3 2026 Top 10 Holdings

Impact · against what's priced in

The news for Talen, Zegona, and McBride is marginally positive but lacks the novelty required to shift current valuations. The updates primarily confirm expected capital returns and revenue expansions that have likely already been factored into the shares.

TLN+0.60

No priced-in read yet

In context

The $1.5 billion share repurchase program, funded by borrowing against 2027-2028 capacity payments, represents an aggressive return of capital.

Read from the article alone

• dividends▲28%
• revenue growth▲6%
• MCB.L
• TLN
• capital return
• share repurchase

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