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Disclosery

Two Seas Capital LP: FSLR position timeline

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

Two Seas Capital LP held 377,984 FSLR 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 377,984 shares
    Change vs previous 13F +250,000 shares

    2.64% of the 13F portfolio, value $66,207,677.

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

  2. period ended2026-06-30
    13F 127,984 shares
    Change vs previous 13F -175,000 shares

    1.15% of the 13F portfolio, value $30,199,105.

    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 302,984 shares
    Change vs previous 13F +18,725 shares

    2.76% of the 13F portfolio, value $59,766,624.

    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 284,259 shares
    Change vs previous 13F -56,433 shares

    4.35% of the 13F portfolio, value $74,256,979.

    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 340,692 shares
    Change vs previous 13F +330,692 shares

    4.52% of the 13F portfolio, value $75,132,807.

    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 10,000 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,655,400.

    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).