SEC 13F Intelligence

Watershed Asset Management, L.L.C. / SE

Watershed Asset Management, L.L.C.’s Sea Ltd Position

Does Watershed Asset Management, L.L.C. own Sea Ltd (SE)? Not currently — the last reported position was 19.5K shares worth $2M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$2M
Q4 2025
Shares
19.5K
% of Portfolio
+2.32%
Quarters Held
3
position exited

Position History SE

Reported value by quarter
Q3 ’23: $953,715Q3 ’23Q4 ’23: $1MQ4 ’23Q4 ’25: $2MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202519.5K$2M+2.32%
Q4 202329.6K$1M+1.39%
Q3 202321.7K$953,715+1.12%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Watershed Asset Management, L.L.C.’s full portfolio or all institutional holders of SE.