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Disclosery

Two Seas Capital LP: VST position timeline

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

Two Seas Capital LP held 378,854 VST 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 378,854 shares
    Change vs previous 13F -51,767 shares

    2.09% of the 13F portfolio, value $52,414,451.

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

  2. period ended2026-06-30
    13F 430,621 shares
    Change vs previous 13F +245,024 shares

    2.61% of the 13F portfolio, value $68,309,409.

    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 185,597 shares
    Change vs previous 13F -64,110 shares

    1.29% of the 13F portfolio, value $27,900,797.

    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 249,707 shares
    Change vs previous 13F +79,707 shares

    2.36% of the 13F portfolio, value $40,285,230.

    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 170,000 shares
    Change vs previous 13F -61,257 shares

    2% of the 13F portfolio, value $33,306,400.

    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 231,257 shares
    Change vs previous 13F +19,822 shares

    4.39% of the 13F portfolio, value $44,819,919.

    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 211,435 shares
    Change vs previous 13F -167,650 shares

    3.86% of the 13F portfolio, value $24,830,926.

    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 379,085 shares
    Change vs previous 13F not available

    6.18% of the 13F portfolio, value $52,264,449.

    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).