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TAM Capital Management Inc.

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13F filer, CIK 1594591, STAMFORD, CT

TAM Capital Management Inc. reported $236,549,754 across 9 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001594591-26-000004

Period
2026-06-30
Reported value
$237M
Holdings
9
Top 10 weight
100%
New
3
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
CHKPnew+626,564$82.3M
CHECK POINT SOFTWARE TECH LTnew+160,000$21M
SALESFORCE INCnew+90,000$14.1M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
CRMreduced-187,235-$29.3M
THE CIGNA GROUPreduced-85,000-$23.4M
CIreduced-66,394-$18.3M
CHTRexited-61,682-$13.3M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001594591-26-000004, largest first. % of portfolio is the value over $236,549,754, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
THE CIGNA GROUPTHE CIGNA GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 182,000 shares; 2025Q2: 182,000 shares; 2025Q3: 338,200 shares; 2025Q4: 333,500 shares; 2026Q1: 388,500 shares; 2026Q2: 303,500 shares 303,500$83.7M35.37%-85,000
CHKPCHECK POINT SOFTWARE TECH LTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,555 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 626,564 shares 626,564$82.3M34.81%newTimeline
CHECK POINT SOFTWARE TECH LTCHECK POINT SOFTWARE TECH LTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 160,000 shares 160,000$21M8.89%new
STATE STR SPDR S&P 500 ETF TSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,200 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,300 shares; 2025Q4: 21,500 shares; 2026Q1: 20,100 shares; 2026Q2: 20,100 shares 20,100$15M6.35%0
SALESFORCE INCSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 90,000 shares 90,000$14.1M5.96%new
CITHE CIGNA GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 465,670 shares; 2025Q1: 90,544 shares; 2025Q2: 108,808 shares; 2025Q3: 253,514 shares; 2025Q4: 122,722 shares; 2026Q1: 94,684 shares; 2026Q2: 28,290 shares 28,290$7.8M3.3%-66,394Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 219,345 shares; 2026Q2: 32,110 shares 32,110$5.03M2.13%-187,235Timeline
FISVFISERV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,200 shares; 2025Q4: 39,651 shares; 2026Q1: 82,809 shares; 2026Q2: 82,809 shares 82,809$4.06M1.72%0Timeline
FISERV INCFISERV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 53,200 shares; 2025Q4: 115,500 shares; 2026Q1: 71,400 shares; 2026Q2: 71,400 shares 71,400$3.5M1.48%0

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
CHTRCHARTER COMMUNICATIONS INC61,682$13.3Mshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001594591-26-000004 base2026-08-14acceptance time not in the bulk data set