TAM Capital Management Inc. — 13F holdings

TAM Capital Management Inc. reported 9 holdings worth $237M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. THE CIGNA GROUP — $83.7M (35.4%)
2. CHKP CHECK POINT SOFTWARE TECH LT — $82.3M (34.8%)
3. CHECK POINT SOFTWARE TECH LT — $21.0M (8.9%)
4. SPDR S&P 500 ETF TR — $15.0M (6.3%)
5. SALESFORCE INC — $14.1M (6.0%)
6. CI THE CIGNA GROUP — $7.80M (3.3%)
7. CRM SALESFORCE INC — $5.03M (2.1%)
8. FISV FISERV INC — $4.06M (1.7%)
9. FISERV INC — $3.50M (1.5%)