Position in TDAY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$120,301,159
+$21,280,786 QoQ
Shares Held
14,070,311
+0.2% QoQ
Ownership
9.58%
of shares outstanding
% of Portfolio
4.60%
of 13F equity value
Holder Rank
#1
of 221 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TDAY Over Time
Shares Held
Position Value (USD)
Derivatives in TDAY
reported options exposure · as of Mar 31, 2025CallValue
$8,135,061
CallShares
2,814,900
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Publishing
Communication Services · as of Jun 30, 2026Two Seas Capital LP holds $120,301,159 across 1 Publishing name. TDAY ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TDAY |
USA TODAY Co., Inc.
This page
|
14,070,311 | $120,301,159 |
All Filings in TDAY
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $120,301,159 | 14,070,311 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $99,020,373 | 14,045,443 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $74,945,998 | 14,552,621 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $58,565,964 | 14,180,621 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $40,205,623 | 11,230,621 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $9,933,525 | 3,437,206 | Shares | Sole | 2025-05-15 | |
| 2025-03-31 | $8,135,061 | 2,814,900 | Call | Sole | 2025-05-15 | |
| 2024-12-31 | $2,530,000 | 500,000 | Shares | Sole | 2025-02-18 | |
| 2024-12-31 | $12,755,248 | 2,520,800 | Call | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||