Taconic Capital Advisors LP — 13F holdings

Taconic Capital Advisors LP reported 25 holdings worth $212M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. VTOL BRISTOW GROUP INC — $43.9M (20.7%)
2. CBL CBL & ASSOC PPTYS INC — $31.8M (15.0%)
3. TOPBUILD CORP — $30.8M (14.5%)
4. ISHARES TR — $27.0M (12.7%)
5. SELECT SECTOR SPDR TR — $18.1M (8.5%)
6. ECHO ECHOSTAR CORP — $17.3M (8.2%)
7. JHG Janus Henderson Group Plc — $13.0M (6.1%)
8. GNL GLOBAL NET LEASE INC — $11.9M (5.6%)
9. VSAT VIASAT INC — $8.38M (3.9%)
10. AZUL AZUL S A — $3.90M (1.8%)