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Disclosery

Two Seas Capital LP: TDAY position timeline

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

Two Seas Capital LP held 14,504,707 TDAY 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 14,504,707 shares
    Change vs previous 13F +434,396 shares

    3.63% of the 13F portfolio, value $91,234,607.

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

  2. period ended2026-06-30
    13F 14,070,311 shares
    Change vs previous 13F +24,868 shares

    4.59% of the 13F portfolio, value $120,301,159.

    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 14,045,443 shares
    Change vs previous 13F -507,178 shares

    4.57% of the 13F portfolio, value $99,020,373.

    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 14,552,621 shares
    Change vs previous 13F +372,000 shares

    4.39% of the 13F portfolio, value $74,945,998.

    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 14,180,621 shares
    Change vs previous 13F +2,950,000 shares

    3.52% of the 13F portfolio, value $58,565,965.

    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 11,230,621 shares
    Change vs previous 13F +7,793,415 shares

    3.94% of the 13F portfolio, value $40,205,623.

    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 3,437,206 shares
    Change vs previous 13F +2,937,206 shares

    1.54% of the 13F portfolio, value $9,933,525.

    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 500,000 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $2,530,000.

    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).