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Disclosery

Two Seas Capital LP: IREN position timeline

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

Two Seas Capital LP held 0 IREN 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 0 shares
    Change vs previous 13F -140,000 shares

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-06-30
    13F 140,000 shares
    Change vs previous 13F +140,000 shares

    0.24% of the 13F portfolio, value $6,402,200.

    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 ended2025-09-30
    13F 0 shares
    Change vs previous 13F -971,891 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-06-30
    13F 971,891 shares
    Change vs previous 13F +306,891 shares

    1.39% of the 13F portfolio, value $14,160,452.

    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).

  5. period ended2025-03-31
    13F 665,000 shares
    Change vs previous 13F -195,000 shares

    0.63% of the 13F portfolio, value $4,049,850.

    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).

  6. period ended2024-12-31
    13F/A 860,000 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $8,445,200.

    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).