The conversion from 13D to 13G signals the Slim group has reduced its active involvement and is now a passive holder. Monitor for any future 13D re-filing if the group's intent changes, but for now the stake is stable and non-activist.
Price Chart
Executive Summary
Carlos Slim Helu and family (via Control Empresarial de Capitales) filed a Schedule 13G disclosing a 14.7% passive stake in Talos Energy Inc., converting from a prior Schedule 13D as their ownership dropped below 20%. The 24,500,000 common shares held represent a significant but passive position, with no intent to influence control.
Key Financial Metrics
Key Facts
- Carlos Slim Helu and family, via Control Empresarial de Capitales, beneficially own 24,500,000 common shares of Talos Energy Inc.
- The stake represents 14.7% of outstanding shares, based on 166,965,468 shares outstanding as of July 28, 2026.
- This filing converts a prior Schedule 13D to Schedule 13G, indicating the group no longer holds more than 20% and disclaims any intent to influence control.
- The filing is an amendment to a prior Schedule 13D originally filed September 3, 2024, most recently amended October 13, 2026.
Financial Impact
14.7% passive stake valued at approximately $245 million based on current market cap; no direct financial impact from filing itself.
Risk Factors
- Potential for the Slim group to sell down further, creating overhang.
- Passive filing does not preclude future activist conversion if circumstances change.
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G Filing (Primary) | 0001140361-26-040286 |
| Document: 0001140361-26-040286-index.html | 0001140361-26-040286 |
| Document: 0001140361-26-040286.txt | 0001140361-26-040286 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 20, 2026 6d ago | SC 13G | $18.07 | awaiting T+5 | — | $18.30 (+1.25%) |
Oct 13, 2026 13d ago | SC 13D/A | $17.03 $18.07 | ▼ −6.11% | ▼ −5.65% | $18.30 (−7.43%) |
Oct 8, 2026 18d ago | 3 | $16.80 $17.77 | ▲ +5.77% | ▲ +7.74% | $18.30 (+8.90%) |
Sep 24, 2026 4w ago | 8-K | $16.47 $16.78 | ▲ +1.88% | ▲ +2.10% | $18.30 (+11.08%) |
Sep 17, 2026 5w ago | SC 13D/A | $17.01 $16.47 | ▲ +3.17% | ▲ +4.44% | $18.30 (−7.55%) |
Sep 4, 2026 7w ago | Insider Cluster | $17.16 $18.33 | ▲ +6.82% | ▲ +7.94% | $18.30 (+6.61%) |
Aug 31, 2026 8w ago | Insider Cluster | $17.27 $17.51 | ▲ +1.39% | ▲ +1.31% | $18.30 (+5.94%) |
Aug 4, 2026 11w ago | Press Release | $14.18 $15.50 | ▲ +9.31% | ▲ +8.96% | $18.30 (+29.02%) |
Jul 27, 2026 13w ago | Press Release | $13.67 $14.87 | ▲ +8.78% | ▲ +6.51% | $18.30 (+33.83%) |
Apr 22, 2026 26w ago | DEFA14A | $15.23 $15.99 | ▲ +4.99% | ▲ +3.51% | $18.30 (+20.12%) |
US Market Status
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