Talaria Asset Management Pty Ltd — 13F Holdings & Portfolio

CIK 2026352 · latest 13F-HR filed 2026-05-15

Talaria Asset Management Pty Ltd manages $495.3M in 13F-reported U.S. long-equity assets across 12 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are EOG (16.82%), EG (14.83%), CB (14.69%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 3 new positions, exited 2, added to 4, and trimmed 3.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$495.3M

Long-equity book

Holdings

12

Distinct positions

Period

2026-03-31

Filed 2026-05-15

Q/Q Activity

+3 / −2 / ↑4 / ↓3

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • EOG RES INC$22.8M +37.7%
  • WEC ENERGY GROUP INC$20.4M +153.4%
  • PFIZER INC$5.7M +12.8%
  • HP INC$3.2M +8.8%
Show all 4

Top Trims

  • MEDTRONIC PLC-$4.7M -9.8%
  • AMDOCS LTD-$3.0M -19.4%
  • ROBERT HALF INC.-$1.6M -6.3%
Show all 3

New Positions

  • SMITH A O CORP$51.7M
  • ADOBE INC$9.2M
  • NEWMONT CORP$2.9M
Show all 3

Exited Positions

  • JOHNSON & JOHNSON$76.8M
  • CF INDS HLDGS INC$56.8M
Show all 2
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 EOG RES INC EOG 26875P101 $83.3M 16.82% 576,100 SH
2 EVEREST GROUP LTD EG G3223R108 $73.4M 14.83% 224,700 SH
3 CHUBB LTD SWITZ CB H1467J104 $72.8M 14.69% 223,300 SH
4 SMITH A O CORP AOS 831865209 $51.7M 10.44% 783,900 SH
5 PFIZER INC PFE 717081103 $50.0M 10.09% 1,780,100 SH
6 MEDTRONIC PLC MDT G5960L103 $43.1M 8.70% 497,500 SH
7 HP INC HPQ 40434L105 $39.2M 7.92% 2,043,100 SH
8 WEC ENERGY GROUP INC WEC 92939U106 $33.7M 6.81% 291,300 SH
9 ROBERT HALF INC. RHI 770323103 $23.6M 4.77% 929,900 SH
10 AMDOCS LTD DOX G02602103 $12.3M 2.48% 188,200 SH
11 ADOBE INC ADBE 00724F101 $9.2M 1.86% 38,000 SH
12 NEWMONT CORP NEM 651639106 $2.9M 0.59% 26,800 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-15 $495.3M 12 0000945621-26-000706
2025-12-31 2026-02-17 $521.9M 11 0000945621-26-000361
2025-09-30 2025-11-13 $555.8M 13 0000945621-25-001077