Nov. 24 at 12:37 PM
$EOSE Rubric Cspital Management recently took a position of over 10m shares or around 4% of the company. Also has a position in
$TTI
https://x.com/beaglebrigade/status/1992544494315536510?s=46&t=jKXapJZhCmbNduU3W_BgJQ
Rosen's Rubric Capital is regarded as a top 10% fund that takes big concentrated swings. Their biggest investment is ~20% of Talen Energy
$TLN (
$16B market cap).