SEC 13F Intelligence

Two Seas Capital LP / CLMT

Two Seas Capital LP’s Calumet Inc Position

Does Two Seas Capital LP own Calumet Inc (CLMT)? Yes — 5.96M shares worth $214M (+2.99% of its 13F portfolio) as of Q1 2026, down from 6.98M shares the prior filed quarter.

Position Value
$214M
Q1 2026
Shares
5.96M
% of Portfolio
+2.99%
Quarters Held
7
currently held

Position History CLMT

Reported value by quarter
Q3 ’24: $6MQ3 ’24Q4 ’24: $39MQ4 ’24Q1 ’25: $36MQ1 ’25Q2 ’25: $71MQ2 ’25Q3 ’25: $105MQ3 ’25Q4 ’25: $139MQ4 ’25Q1 ’26: $214MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20265.96M$214M+2.99%
Q4 20256.98M$139M+2.86%
Q3 20255.75M$105M+1.69%
Q2 20254.50M$71M+1.19%
Q1 20252.87M$36M+1.15%
Q4 20241.78M$39M+3.39%
Q3 2024310.0K$6M+0.89%

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 CLMT.