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Disclosery

Two Seas Capital LP: CIFR position timeline

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

Two Seas Capital LP held 4,354,745 CIFR shares at 2026-09-30 per its 13F-HR filed 2026-10-06.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,354,745 shares
    Change vs previous 13F +2,314,745 shares

    2.74% of the 13F portfolio, value $68,913,840.

    13F-HR 0001315863-26-000719 filed by Two Seas Capital LP
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,040,000 shares
    Change vs previous 13F -10,000 shares

    1.91% of the 13F portfolio, value $49,980,000.

    13F-HR 0001315863-26-000584 filed by Two Seas Capital LP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 2,050,000 shares
    Change vs previous 13F +1,744,244 shares

    1.22% of the 13F portfolio, value $26,383,500.

    13F-HR 0001315863-26-000426 filed by Two Seas Capital LP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 305,756 shares
    Change vs previous 13F -156,244 shares

    0.26% of the 13F portfolio, value $4,512,959.

    13F-HR 0001315863-26-000142 filed by Two Seas Capital LP
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 462,000 shares
    Change vs previous 13F +212,000 shares

    0.35% of the 13F portfolio, value $5,816,580.

    13F-HR 0001315863-25-000810 filed by Two Seas Capital LP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 250,000 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,195,000.

    13F-HR 0001315863-25-000601 filed by Two Seas Capital LP
    Filed (acceptance time not in the bulk data set), ingested

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