Thiel Macro LLC — CMS

How Thiel Macro LLC's position in CMS Energy Corp. changed quarter by quarter. Change badges compare each quarter to the fund's immediately-prior filing.

Quarters held

1

First reported

Q2 2026

Latest value

$39,559,986

Latest weight

9.5%

Peak weight

9.5%

Shares since first

0%

Position Trend

Shares, value, and weight from first report to latest report.

Thiel Macro LLC first reported 517,124 shares in Q2 2026 and most recently reported 517,124 shares in Q2 2026. Portfolio weight peaked at 9.5% in Q2 2026; the low reported weight was 9.5% in Q2 2026.

Since the first report, shares are 0% and reported value is 0%. Latest move: Newly reported