Two Seas Capital LP

Position in TAC — Transalta Corp

CIK 1823138 RYE, NY

Position in TAC

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$20,932,490

New position

Shares Held

1,597,900

first reported quarter

Ownership

0.506%

of shares outstanding

% of Portfolio

0.97%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2026

1 quarter on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Utilities · as of Mar 31, 2026

Two Seas Capital LP holds $233,708,637 across 3 Utilities - Independent Power Producers names. TAC ranks #3 (9.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TLN	Talen Energy Corp	579,129	$184,875,350
2	VST	Vistra Corp.	185,597	$27,900,797
3	TAC	Transalta Corp This page	1,597,900	$20,932,490

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$20,932,490	1,597,900	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.