SEC 13F Intelligence

Two Seas Capital LP / CEG

Two Seas Capital LP’s Constellation Energy Corp Position

Does Two Seas Capital LP own Constellation Energy Corp (CEG)? Not currently — the last reported position was 47.7K shares worth $15M in Q2 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$15M
Q2 2025
Shares
47.7K
% of Portfolio
+0.26%
Quarters Held
3
position exited

Position History CEG

Reported value by quarter
Q3 ’24: $7MQ3 ’24Q4 ’24: $22MQ4 ’24Q2 ’25: $15MQ2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202547.7K$15M+0.26%
Q4 202498.5K$22M+1.90%
Q3 202425.0K$7M+1.05%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Two Seas Capital LP’s full portfolio or all institutional holders of CEG.