Watershed Asset Management, L.L.C.

Position in SE — Sea Ltd

CIK 1315926 San Francisco, CA

Position in SE

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,711,989

+$226,926 QoQ

Shares Held

28,300

+45.3% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

2.66%

of 13F equity value

Holder Rank

#308

of 770 holders

Holding Since

Sep 2023

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Watershed Asset Management, L.L.C. holds $9,610,124 across 3 Internet Retail names. SE ranks #2 (28.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMZN	Amazon Com Inc	18,800	$4,480,792
2	SE	Sea Ltd This page	28,300	$2,711,989
3	DASH	DoorDash, Inc.	13,100	$2,417,343

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,711,989	28,300	+45.3%	Shares	Sole	2026-08-14
2025-12-31	$2,485,063	19,480	-34.2%	Shares	Sole	2026-02-17
2023-12-31	$1,198,800	29,600	+36.4%	Shares	Sole	2024-02-02
2023-09-30	$953,715	21,700	—	Shares	Sole	2023-10-30
No filing history on record for this holder in this stock.