Skip to content
Disclosery

Two Seas Capital LP: CLMT position timeline

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

Two Seas Capital LP held 5,280,659 CLMT 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 5,280,659 shares
    Change vs previous 13F -1,339,049 shares

    11.02% of the 13F portfolio, value $276,600,918.

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

  2. period ended2026-06-30
    13F 6,619,708 shares
    Change vs previous 13F +659,416 shares

    9.1% of the 13F portfolio, value $238,441,882.

    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 5,960,292 shares
    Change vs previous 13F -1,015,937 shares

    9.88% of the 13F portfolio, value $213,974,483.

    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 6,976,229 shares
    Change vs previous 13F +1,223,691 shares

    8.12% of the 13F portfolio, value $138,617,670.

    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 5,752,538 shares
    Change vs previous 13F +1,254,929 shares

    6.31% of the 13F portfolio, value $104,983,819.

    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 4,497,609 shares
    Change vs previous 13F +1,631,098 shares

    6.95% of the 13F portfolio, value $70,859,830.

    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).

  7. period ended2025-03-31
    13F 2,866,511 shares
    Change vs previous 13F +1,083,177 shares

    5.65% of the 13F portfolio, value $36,347,359.

    13F-HR 0001315863-25-000402 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).

  8. period ended2024-12-31
    13F/A 1,783,334 shares
    Change vs previous 13F not available

    4.64% of the 13F portfolio, value $39,269,015.

    13F-HR/A 0001315863-25-000188 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).