SCHEDULE: Slim Group Sells Talos Energy Stake

Carlos Slim Helu and associated entities have amended their Schedule 13D filing, reporting a sale of over 1.38 million shares in Talos Energy Inc., reducing their beneficial ownership to 23.4%.

Summary

• This filing is an amendment (Amendment No. 5) to a Schedule 13D, originally filed on June 3, 2024, concerning the beneficial ownership of Talos Energy Inc. common stock.
• The reporting persons include Carlos Slim Helu, Carlos Slim Domit, Marco Antonio Slim Domit, Patrick Slim Domit, Maria Soumaya Slim Domit, Vanessa Paola Slim Domit, Johanna Monique Slim Domit, and Control Empresarial de Capitales, S.A. de C.V.
• As of September 17, 2026, Control Empresarial de Capitales directly owns 39,079,036 shares of Talos Energy Inc. common stock.
• This ownership represents 23.4% of the outstanding common shares, based on approximately 166,965,468 shares outstanding as of July 28, 2026.
• The Slim Family may be deemed to beneficially own these shares indirectly through a Mexican trust that owns Control Empresarial.
• Schedule 1 details transactions from 60 days prior to the filing event. On September 15, 2026, Control Empresarial sold a total of 1,381,000 shares.

Sentiment

Score: 4

Explanation: StockSavvy.ai views this filing as slightly negative due to the significant sale of shares by a major holder, indicating a potential lack of confidence or a strategic shift, despite the overall ownership percentage remaining substantial.

Positives

• The reporting persons continue to hold a significant stake of 23.4% in Talos Energy Inc., indicating continued strategic interest.
• The filing is an amendment, suggesting ongoing engagement and transparency with regulatory bodies regarding ownership.

Negatives

• A substantial sale of 1,381,000 shares occurred on September 15, 2026, by Control Empresarial.
• The sale was executed at a weighted average price of approximately $18.5177 and $18.6131 per share, suggesting a divestment from the current market price.

Risks

• Potential for further share sales by the Slim Group could exert downward pressure on Talos Energy's stock price.
• A significant ownership reduction by a major shareholder might signal a change in strategic outlook or confidence in the company's future performance.

Future Outlook

The filing itself does not contain forward-looking statements or guidance from Talos Energy Inc. It solely reports on the ownership and recent transactions of the reporting persons.

Industry Context

StockSavvy.ai notes that significant share sales by major investors can impact market perception and stock performance within the energy sector, especially if interpreted as a loss of conviction in the company's prospects or the broader industry outlook.

Stakeholder Impact

• Shareholders may react to the significant sale by a major holder, potentially leading to short-term stock price volatility.
• Creditors and other stakeholders may view the reduction in ownership by a key investor as a signal regarding the company's future stability or growth prospects.

Next Steps

• The reporting persons will continue to monitor their investment in Talos Energy Inc. and may adjust their holdings or strategy as circumstances evolve.
• Further amendments to the Schedule 13D will be filed if there are material changes in beneficial ownership or other reportable events.

Key Dates

Recommendation

While the sale of a significant block of shares by a major holder is a negative signal, the remaining 23.4% ownership by the Slim Group indicates continued substantial interest. The filing does not provide operational or financial performance data for Talos Energy, making a definitive buy or sell recommendation difficult based solely on this ownership update. Therefore, a 'hold' position is prudent, awaiting further information on the company's performance and the strategic intentions of the Slim Group.

Keywords

Talos Energy, Schedule 13D, Beneficial Ownership, Shareholder, Carlos Slim Helu, Control Empresarial, Stock Sale, SEC Filing