SEC 13F Intelligence

Two Seas Capital LP / TDAY

Two Seas Capital LP’s USA Today Co Inc Position

Does Two Seas Capital LP own USA Today Co Inc (TDAY)? Yes — 14.05M shares worth $99M (+1.38% of its 13F portfolio) as of Q1 2026, down from 14.55M shares the prior filed quarter.

Position Value
$99M
Q1 2026
Shares
14.05M
% of Portfolio
+1.38%
Quarters Held
6
currently held

Position History TDAY

Reported value by quarter
Q4 ’24: $3MQ4 ’24Q1 ’25: $10MQ1 ’25Q2 ’25: $40MQ2 ’25Q3 ’25: $59MQ3 ’25Q4 ’25: $75MQ4 ’25Q1 ’26: $99MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202614.05M$99M+1.38%
Q4 202514.55M$75M+1.54%
Q3 202514.18M$59M+0.94%
Q2 202511.23M$40M+0.68%
Q1 20253.44M$10M+0.31%
Q4 2024500.0K$3M+0.22%

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 TDAY.