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Disclosery

Two Seas Capital LP: SOC position timeline

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

Two Seas Capital LP held 17,101,876 SOC 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 17,101,876 shares
    Change vs previous 13F +8,724,240 shares

    2.36% of the 13F portfolio, value $59,172,491.

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

  2. period ended2026-06-30
    13F 8,377,636 shares
    Change vs previous 13F +2,880,925 shares

    0.98% of the 13F portfolio, value $25,803,119.

    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 5,496,711 shares
    Change vs previous 13F +3,763,472 shares

    4.19% of the 13F portfolio, value $90,805,666.

    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 1,733,239 shares
    Change vs previous 13F +1,119,195 shares

    0.92% of the 13F portfolio, value $15,633,816.

    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 614,044 shares
    Change vs previous 13F +172,367 shares

    0.64% of the 13F portfolio, value $10,721,208.

    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 441,677 shares
    Change vs previous 13F +441,677 shares

    0.95% of the 13F portfolio, value $9,708,060.

    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 0 shares
    Change vs previous 13F -158,518 shares

    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).

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

  8. period ended2024-12-31
    13F/A 158,518 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $3,630,062.

    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).