SEC 13F Intelligence

Two Seas Capital LP / SONO

Two Seas Capital LP’s Sonos Inc Position

Does Two Seas Capital LP own Sonos Inc (SONO)? Yes919.3K shares worth $12M (+0.17% of its 13F portfolio) as of Q1 2026, up from 322.5K shares the prior filed quarter.

Position Value
$12M
Q1 2026
Shares
919.3K
% of Portfolio
+0.17%
Quarters Held
17
currently held

Position History SONO

Reported value by quarter
Q4 ’21: $4MQ4 ’21Q1 ’22: $2MQ3 ’22: $3MQ4 ’22: $4MQ4 ’22Q1 ’23: $6MQ2 ’23: $3MQ3 ’23: $5MQ3 ’23Q4 ’23: $3MQ1 ’24: $8MQ2 ’24: $10MQ2 ’24Q3 ’24: $7MQ4 ’24: $8MQ1 ’25: $5MQ1 ’25Q2 ’25: $3MQ3 ’25: $8MQ4 ’25: $6MQ4 ’25Q1 ’26: $12Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026919.3K$12M+0.17%
Q4 2025322.5K$6M+0.12%
Q3 2025531.0K$8M+0.13%
Q2 2025281.0K$3M+0.05%
Q1 2025431.0K$5M+0.14%
Q4 2024528.9K$8M+0.69%
Q3 2024528.9K$7M+1.05%
Q2 2024703.9K$10M+1.69%
Q1 2024403.7K$8M+1.51%
Q4 2023179.7K$3M+0.75%
Q3 2023406.2K$5M+1.05%
Q2 2023171.2K$3M+0.61%
Q1 2023284.4K$6M+5.12%
Q4 2022234.4K$4M+3.76%
Q3 2022244.4K$3M+3.10%
Q1 202281.4K$2M+1.92%
Q4 2021130.1K$4M+2.98%

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 SONO.