Skip to content
Disclosery

Two Seas Capital LP: TLN position timeline

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

Two Seas Capital LP held 535,493 TLN 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 535,493 shares
    Change vs previous 13F +28,285 shares

    6.67% of the 13F portfolio, value $167,443,306.

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

  2. period ended2026-06-30
    13F 507,208 shares
    Change vs previous 13F -71,921 shares

    7.44% of the 13F portfolio, value $194,899,746.

    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 579,129 shares
    Change vs previous 13F +187,155 shares

    8.53% of the 13F portfolio, value $184,875,351.

    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 391,974 shares
    Change vs previous 13F +125,086 shares

    8.61% of the 13F portfolio, value $146,927,534.

    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 266,888 shares
    Change vs previous 13F -33,810 shares

    6.82% of the 13F portfolio, value $113,528,817.

    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 300,698 shares
    Change vs previous 13F -171,577 shares

    8.57% of the 13F portfolio, value $87,433,957.

    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 472,275 shares
    Change vs previous 13F -96,200 shares

    14.66% of the 13F portfolio, value $94,299,149.

    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 568,475 shares
    Change vs previous 13F not available

    13.53% of the 13F portfolio, value $114,530,658.

    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).