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Disclosery

Two Seas Capital LP: SHC position timeline

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

Two Seas Capital LP held 6,111,053 SHC 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 6,111,053 shares
    Change vs previous 13F +275,000 shares

    4.5% of the 13F portfolio, value $112,993,370.

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

  2. period ended2026-06-30
    13F 5,836,053 shares
    Change vs previous 13F -187,318 shares

    3.95% of the 13F portfolio, value $103,589,941.

    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 6,023,371 shares
    Change vs previous 13F +1,611,265 shares

    3.99% of the 13F portfolio, value $86,375,140.

    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 4,412,106 shares
    Change vs previous 13F +1,038,878 shares

    4.56% of the 13F portfolio, value $77,829,550.

    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 3,373,228 shares
    Change vs previous 13F -647,639 shares

    3.19% of the 13F portfolio, value $53,060,876.

    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 4,020,867 shares
    Change vs previous 13F +699,731 shares

    4.38% of the 13F portfolio, value $44,712,041.

    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 3,321,136 shares
    Change vs previous 13F +425,000 shares

    6.02% of the 13F portfolio, value $38,724,446.

    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 2,896,136 shares
    Change vs previous 13F not available

    4.68% of the 13F portfolio, value $39,619,140.

    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).