Filer Snapshot

Two Seas Capital LP

CIK 0001823138. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

71

Latest filing

06 Oct 2026

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q3 2026. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Largest parsed holding

CLMT

$276.6M reported value

Open holding

13D/G large stake

NKTR

25 Sep 2026 · 9.8% ownership

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Source: SEC Form 13F

13F-HR filed on 06 Oct 2026 for CIK 0001823138.

View source filing
Ownership signals CIK-linked ownership evidence from parsed SEC filings. 1 signal
Parsed SEC ownership signals

Parsed SEC ownership coverage

These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.

13F portfolio$2.51B

Quarterly institutional holdings reported on Form 13F; not total AUM.

Latest reported 13F value

13F
$2.51B

Reported market value from the latest parsed Form 13F information table; this is not total assets under management.

Source: SEC Form 13FScope: U.S.-listed equity holdings

Largest 13F holdings

13F
CLMT ROIV NKTR CORZ TLN
+15 moreIMVT INDV SHC SHAZ TDAY CIFR ABVX FSLR SOC GLNG SEI VST WULF ECHO QMCO

Largest symbols in the latest parsed Form 13F information table.

Freshness: Latest parsed 13F period

Largest 13F holdings

Largest symbols in the latest parsed Form 13F information table.

CLMT ROIV NKTR CORZ TLN IMVT INDV SHC
+12 moreSHAZ TDAY CIFR ABVX FSLR SOC GLNG SEI VST WULF ECHO QMCO

Largest active 13D stakes

Active large-stake positions disclosed in parsed Schedule 13D filings.

CORZ INDV OMEX

Largest active 13G stakes

Passive or institutional large-stake positions disclosed in parsed Schedule 13G filings.

CLMT NKTR ABUS AVDL GCI SOC
+6 moreMDRX ADAP ESPR QMCO OMEX PAVM
How to read these SEC ownership signals
  • Read each filing family separately: Form 13F, Schedules 13D/G, and Forms 3/4/5 answer different SEC disclosure questions and should not be blended into one ownership total.
  • Use 13F values for visible U.S.-listed equity portfolios, 13D/G rows for large beneficial-owner stakes, and Forms 3/4/5 rows for reporting-owner positions and transactions.
  • Open the linked research path when you need the filing, CIK, issuer, CUSIP, date, or source trail behind a value.
At a glance Names, identifiers, and filing context for this profile. 1 identity field
Business address
32 Elm Place, 3 Rd Floor, Rye, NY, 10580
EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 3 profile fields available
Incorporated in
DE
Fiscal year end
31 December
Former names on EDGAR
Kairos Capital Management LP (to 01 Sep 2020)

Filer intelligence

What SEC filings say about Two Seas Capital LP

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Open 13F portfolio Save filer

Quick read

  • Latest parsed 13F shows $2.51B across 34 reported holdings for Q3 2026.
  • Largest parsed 13F holding: CLMT at $276.6M.
  • 5 recent 13D/G stake rows found; top row is NKTR at 9.8% ownership.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 34 rows

Quarterly institutional portfolio holdings.

Open
13D/G stakes 5 rows

Beneficial ownership and large-stake disclosures.

Open
Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

Open

Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q3 2026 - 06 Oct 2026

Top 5 concentration

44%

Share of latest parsed 13F value represented by the visible holdings below.

Top 5 reported value

$1.1B

Compared with $2.51B total 13F value.

Top 5 net change

-$49.68M

Position-value change inside the visible top holdings only.

13F concentration map

A simple visual split of the latest parsed 13F portfolio.

Largest add: SEI · Largest trim: CLMT

CLMT ROIV NKTR CORZ TLN Other holdings

CLMT

11%

Calumet Inc

$276.6M

ROIV

10.7%

Roivant Sciences Ltd

$267.89M

NKTR

8.1%

Nektar Therapeutics

$202.58M

CORZ

7.3%

Core Scientific Inc New

$182.59M

TLN

6.7%

Talen Energy Corp

$167.44M

13D/G large-stake context

NKTR

25 Sep 2026 · Common Stock, $0.0001 par value

9.8%
Issuer page 13D/G history

CLMT

30 Jun 2026 · Common Stock, par value $0.01 per share

7.5%
Issuer page 13D/G history

QMCO

30 Jun 2026 · Common Stock, $0.01 par value per share

6.3%
Issuer page 13D/G history

SOC

30 Jun 2026 · Common Stock, par value $0.0001 per share

5.4%
Issuer page 13D/G history

Latest update

What changed recently for Two Seas Capital LP

New filing available

Latest 13F period: Q3 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

06 Oct 2026

Page type

Filer profile

Latest period

Q3 2026

Institutional portfolio context was refreshed from a 13F filing filed on 06 Oct 2026.

Open filer profile Browse recent public updates

Benchmark Context

Benchmark context for this company

Two Seas Capital LP has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

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Why this is notable

Latest 13F period: Q3 2026. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

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SEC filing record

CIK 0001823138 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
71
First seen
14 Feb 2022
Latest filing
06 Oct 2026
Entity
Company

Observed form types

13F-HR 13F-HR/A SCHEDULE 13D SCHEDULE 13D/A SCHEDULE 13G SCHEDULE 13G/A

CIK-linked evidence first

Two Seas Capital LP SEC filings Two Seas Capital LP 13F portfolio Two Seas Capital LP 13D/G history Open SEC filing index

Latest Filings

Showing the latest 12 of 71 SEC filings for Two Seas Capital LP.

Open full filing history
13F-HR

13F-HR filing

Filing date
06 Oct 2026
Reporting date
30 Sep 2026
SEC evidence
Open document Open filing
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
28 Sep 2026
Reporting date
Not listed
SEC evidence
Open document Open filing
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SCHEDULE 13G

SCHEDULE 13G filing

Filing date
14 Aug 2026
Reporting date
Not listed
SEC evidence
Open document Open filing
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SCHEDULE 13G

SCHEDULE 13G filing

Filing date
14 Aug 2026
Reporting date
Not listed
SEC evidence
Open document Open filing
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
14 Aug 2026
Reporting date
Not listed
SEC evidence
Open document Open filing
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
14 Aug 2026
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
12 Aug 2026
Reporting date
30 Jun 2026
SEC evidence
Open document Open filing
Next action
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SCHEDULE 13G

SCHEDULE 13G filing

Filing date
15 May 2026
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
15 May 2026
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
15 May 2026
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
15 May 2026
Reporting date
31 Mar 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
SCHEDULE 13D/A

SCHEDULE 13D/A filing

Filing date
23 Apr 2026
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
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