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Disclosery

Two Seas Capital LP: WULF position timeline

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

Two Seas Capital LP held 3,384,531 WULF 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 3,384,531 shares
    Change vs previous 13F +891,392 shares

    2% of the 13F portfolio, value $50,091,059.

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

  2. period ended2026-06-30
    13F 2,493,139 shares
    Change vs previous 13F -1,530,866 shares

    2.35% of the 13F portfolio, value $61,580,533.

    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 4,024,005 shares
    Change vs previous 13F -478,789 shares

    2.68% of the 13F portfolio, value $58,066,392.

    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 4,502,794 shares
    Change vs previous 13F +651,606 shares

    3.03% of the 13F portfolio, value $51,737,103.

    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 3,851,188 shares
    Change vs previous 13F +1,564,088 shares

    2.64% of the 13F portfolio, value $43,980,567.

    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 2,287,100 shares
    Change vs previous 13F +2,072,729 shares

    0.98% of the 13F portfolio, value $10,017,498.

    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 214,371 shares
    Change vs previous 13F +214,371 shares

    0.09% of the 13F portfolio, value $585,233.

    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 0 shares
    Change vs previous 13F not available

    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).

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