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Disclosery

Two Seas Capital LP: FTAI position timeline

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

Two Seas Capital LP held 271,260 FTAI 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 271,260 shares
    Change vs previous 13F +22,298 shares

    1.8% of the 13F portfolio, value $45,308,558.

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

  2. period ended2026-06-30
    13F 248,962 shares
    Change vs previous 13F -6,545 shares

    2.57% of the 13F portfolio, value $67,351,690.

    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 255,507 shares
    Change vs previous 13F +69,298 shares

    2.89% of the 13F portfolio, value $62,599,215.

    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 186,209 shares
    Change vs previous 13F -83,392 shares

    2.15% of the 13F portfolio, value $36,655,242.

    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 269,601 shares
    Change vs previous 13F +90,757 shares

    2.7% of the 13F portfolio, value $44,985,623.

    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 178,844 shares
    Change vs previous 13F +63,181 shares

    2.02% of the 13F portfolio, value $20,574,214.

    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 115,663 shares
    Change vs previous 13F not available

    2% of the 13F portfolio, value $12,842,063.

    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).