TAM Capital Management Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), TAM Capital Management Inc. reported 7 stock positions worth $275.7 million. Its top holding was Cigna (CI) at 46.6% of the portfolio, followed by Visa (19.6%) and Bank of New York Mellon (BNY, 17.8%). Compared with Q3 2024, it opened 2 new positions, sold out of 5, added to 3 and reduced 2. The biggest buy was a new position in Cigna (CI) and the biggest sale an exit from Visa Class A (V).
- Most Recent 13F
- Q2 2026
- Location
- STAMFORD, CT
- CIK
- 0001594591
- Portfolio Value
- $275.7M (Q4 2024)
- SEC Filing
- 0001594591-25-000001 ↗ filed Feb 14, 2025
Holdings Value
Holdings 7 stocks · $275.7M
| CI The Cigna Group | 46.64% | 465,670 | $128.6M | New |
| VISA INC | 19.58% | 170,800 | $54.0M | Add +56.5% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 17.79% | 638,196 | $49.0M | Reduce -5.9% |
| JPM JPMorgan Chase & Co. | 12.00% | 138,017 | $33.1M | Add +5.3% |
| JPMORGAN CHASE & CO | 2.70% | 31,000 | $7.4M | Add +82.3% |
| STT State Street Corp. | 0.99% | 27,703 | $2.7M | Reduce -15.3% |
| MAGN Magnera Corp. | 0.31% | 46,739 | $849K | New |
Portfolio Sells Q3 2024 → Q4 2024
| V Visa Inc. Class A | Sold out | 0.00% | −31.95 |
| STATE STR SPDR S&P 500 ETF T | Sold out | 0.00% | −9.34 |
| STATE STR SPDR S&P 500 ETF T | Sold out | 0.00% | −7.28 |
| BNY Bank of New York Mellon Corp. | Reduce -5.9% | 17.79% | −3.54 |
| CHKP Check Point Software Tech | Sold out | 0.00% | −1.06 |
| STATE STR CORP | Sold out | 0.00% | −0.98 |
| STT State Street Corp. | Reduce -15.3% | 0.99% | −0.28 |
Portfolio Buys Q3 2024 → Q4 2024
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 9 | $236.5M | THE CIGNA GROUP, CHKP, CHECK POINT SOFTWARE TECH LT, STATE STR SPDR S&P 500 ETF T, SALESFORCE INC |
| Q1 2026 | 7 | $204.8M | THE CIGNA GROUP, CRM, CI, CHTR, STATE STR SPDR S&P 500 ETF T |
| Q4 2025Amended | 8 | $166.2M | THE CIGNA GROUP, CI, STATE STR SPDR S&P 500 ETF T, CHARTER COMMUNICATIONS INC N, FISERV INC |
| Q3 2025 | 9 | $201.7M | THE CIGNA GROUP, CI, STATE STR SPDR S&P 500 ETF T, FISERV INC, FISV |
| Q2 2025 | 5 | $127.0M | THE CIGNA GROUP, CI, JPM, MAGN, CRON |
| Q1 2025 | 3 | $119.2M | THE CIGNA GROUP, CI, JPM |
| Q4 2024 | 7 | $275.7M | CI, VISA INC, BNY, JPM, JPMORGAN CHASE & CO |
| Q3 2024 | 10 | $228.5M | V, BNY, VISA INC, JPM, STATE STR SPDR S&P 500 ETF T |
| Q2 2024 | 7 | $166.6M | STT, BNY, JPM, CHKP, STATE STR CORP |
| Q1 2024 | 7 | $120.3M | BNY, JPM, STATE STR CORP, CHKP, STT |