Portfolio (Quarterly) Guide ↗

Teilinger Capital Ltd.

· CIK 0001531879

13F Portfolio $1.3B AUM 15 positions Filed May 13, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 6 New 5 Added 3 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	MU PUT	MICRON TECHNOLOGY INC	Technology	701,600	$200.2M	10.39%	SOLD
2	MU CALL	MICRON TECHNOLOGY INC	Technology	170,000	$48.5M	2.52%	SOLD
3	EVRG	EVERGY INC	Utilities	430,000	$31.2M	1.62%	SOLD

Sector Allocation

Utilities 90.4%

Consumer Cyclical 9.6%