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Disclosery

Two Seas Capital LP: FRMI position timeline

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

Two Seas Capital LP held 352,671 FRMI 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 352,671 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $1,484,745.

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

  2. period ended2026-06-30
    13F 352,671 shares
    Change vs previous 13F +327,460 shares

    0.12% of the 13F portfolio, value $3,230,466.

    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 25,211 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $147,232.

    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).