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Two West Capital Advisors LLC: DFAC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Two West Capital Advisors LLC on DFAC, newest first. How the timeline and the estimate are built.

Two West Capital Advisors LLC held 338,967 DFAC shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 338,967 shares
    Change vs previous 13F -3,266 shares

    7.42% of the 13F portfolio, value $14,934,903.

    13F-HR 0002026617-26-000009 filed by Two West Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 342,233 shares
    Change vs previous 13F +10,105 shares

    7.61% of the 13F portfolio, value $14,363,507.

    13F-HR 0002026617-26-000005 filed by Two West Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 332,128 shares
    Change vs previous 13F +5,828 shares

    7.64% of the 13F portfolio, value $13,148,965.

    13F-HR 0002026617-26-000003 filed by Two West Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 326,300 shares
    Change vs previous 13F +6,720 shares

    7.7% of the 13F portfolio, value $12,748,557.

    13F-HR 0002026617-25-000003 filed by Two West Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 319,580 shares
    Change vs previous 13F -511 shares

    7.76% of the 13F portfolio, value $11,846,827.

    13F-HR 0001085146-25-004230 filed by Two West Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 320,091 shares
    Change vs previous 13F +24,302 shares

    8.32% of the 13F portfolio, value $9,961,219.

    13F-HR 0001085146-25-002118 filed by Two West Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 295,789 shares
    Change vs previous 13F +8,973 shares

    8.77% of the 13F portfolio, value $10,231,333.

    13F-HR 0001085146-25-000404 filed by Two West Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 286,816 shares
    Change vs previous 13F not available

    7.97% of the 13F portfolio, value $9,834,907.

    13F-HR 0001085146-24-004871 filed by Two West Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).