Jeff Yass’s Two Harbors Investment TWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.33M | Buy |
187,592
+88,266
| +89% | +$1.06M | ﹤0.01% | 6131 |
|
|
2026
Q1 | $1.13M | Buy |
99,326
+74,416
| +299% | +$833K | ﹤0.01% | 7555 |
|
|
2025
Q4 | $262K | Sell |
24,910
-55,879
| -69% | -$559K | ﹤0.01% | 10278 |
|
|
2025
Q3 | $797K | Sell |
80,789
-158,680
| -66% | -$1.6M | ﹤0.01% | 7875 |
|
|
2025
Q2 | $2.58M | Buy |
239,469
+99,939
| +72% | +$1.13M | ﹤0.01% | 5269 |
|
|
2025
Q1 | $1.86M | Sell |
139,530
-32,153
| -19% | -$417K | ﹤0.01% | 5685 |
|
|
2024
Q4 | $2.03M | Buy |
171,683
+139,082
| +427% | +$1.68M | ﹤0.01% | 5287 |
|
|
2024
Q3 | $453K | Buy |
32,601
+19,646
| +152% | +$268K | ﹤0.01% | 8700 |
|
|
2024
Q2 | $171K | Sell |
12,955
-108,740
| -89% | -$1.38M | ﹤0.01% | 10554 |
|
|
2024
Q1 | $1.61M | Buy |
121,695
+87,257
| +253% | +$1.14M | ﹤0.01% | 5831 |
|
|
2023
Q4 | $480K | Buy |
34,438
+17,347
| +101% | +$224K | ﹤0.01% | 8772 |
|
|
2023
Q3 | $226K | Sell |
17,091
-12,739
| -43% | -$171K | ﹤0.01% | 9959 |
|
|
2023
Q2 | $414K | Sell |
29,830
-15,624
| -34% | -$206K | ﹤0.01% | 8755 |
|
|
2023
Q1 | $669K | Buy |
+45,454
| New | +$739K | ﹤0.01% | 7837 |
|
|
2022
Q4 | – | Sell |
-68,277
| Closed | -$1.03M | – | 13712 |
|
|
2022
Q3 | $907K | Sell |
68,277
-2,408
| -3% | -$46.7K | ﹤0.01% | 6891 |
|
|
2022
Q2 | $1.41M | Sell |
70,685
-121,523
| -63% | -$2.46M | ﹤0.01% | 5705 |
|
|
2022
Q1 | $4.25M | Sell |
192,208
-109,849
| -36% | -$2.39M | ﹤0.01% | 3927 |
|
|
2021
Q4 | $6.97M | Sell |
302,057
-9,896
| -3% | -$247K | ﹤0.01% | 3207 |
|
|
2021
Q3 | $7.91M | Buy |
311,953
+45,103
| +17% | +$1.18M | ﹤0.01% | 3218 |
|
|
2021
Q2 | $8.07M | Buy |
266,850
+256,356
| +2,443% | +$7.63M | ﹤0.01% | 3225 |
|
|
2021
Q1 | $308K | Sell |
10,494
-52,084
| -83% | -$1.43M | ﹤0.01% | 10538 |
|
|
2020
Q4 | $1.59M | Sell |
62,578
-23,908
| -28% | -$568K | ﹤0.01% | 5583 |
|
|
2020
Q3 | $1.76M | Sell |
86,486
-33,686
| -28% | -$715K | ﹤0.01% | 4874 |
|
|
2020
Q2 | $2.42M | Buy |
120,172
+74,362
| +162% | +$1.38M | ﹤0.01% | 4152 |
|
|
2020
Q1 | $698K | Buy |
+45,810
| New | +$2.34M | ﹤0.01% | 6202 |
|
|
2019
Q4 | – | Sell |
-5,597
| Closed | -$317K | – | 10674 |
|
|
2019
Q3 | $294K | Sell |
5,597
-37,610
| -87% | -$1.98M | ﹤0.01% | 8343 |
|
|
2019
Q2 | $2.19M | Buy |
+43,207
| New | +$2.27M | ﹤0.01% | 3992 |
|
|
2019
Q1 | – | Sell |
-10,758
| Closed | -$602K | – | 9872 |
|
|
2018
Q4 | $553K | Buy |
+10,758
| New | +$613K | ﹤0.01% | 5828 |
|
|
2018
Q2 | – | Sell |
-10,323
| Closed | -$646K | – | 10452 |
|
|
2018
Q1 | $637K | Sell |
10,323
-10,187
| -50% | -$626K | ﹤0.01% | 6159 |
|
|
2017
Q4 | $1.34M | Buy |
20,510
+10,392
| +103% | +$727K | ﹤0.01% | 4663 |
|
|
2017
Q3 | $816K | Sell |
10,118
-46,882
| -82% | -$3.75M | ﹤0.01% | 5641 |
|
|
2017
Q2 | $4.52M | Buy |
57,000
+4,670
| +9% | +$373K | ﹤0.01% | 2543 |
|
|
2017
Q1 | $4.01M | Buy |
52,330
+20,484
| +64% | +$1.49M | ﹤0.01% | 2605 |
|
|
2016
Q4 | $2.22M | Sell |
31,846
-46,407
| -59% | -$3.16M | ﹤0.01% | 3848 |
|
|
2016
Q3 | $5.34M | Buy |
78,253
+56,072
| +253% | +$3.95M | ﹤0.01% | 2159 |
|
|
2016
Q2 | $1.52M | Buy |
22,181
+2,272
| +11% | +$150K | ﹤0.01% | 4065 |
|
|
2016
Q1 | $1.26M | Sell |
19,909
-8,099
| -29% | -$501K | ﹤0.01% | 4611 |
|
|
2015
Q4 | $1.81M | Buy |
28,008
+5,213
| +23% | +$356K | ﹤0.01% | 4242 |
|
|
2015
Q3 | $1.61M | Sell |
22,795
-1,746
| -7% | -$136K | ﹤0.01% | 4712 |
|
|
2015
Q2 | $1.91M | Sell |
24,541
-9,547
| -28% | -$803K | ﹤0.01% | 4810 |
|
|
2015
Q1 | $2.9M | Sell |
34,088
-25,672
| -43% | -$2.13M | ﹤0.01% | 3625 |
|
|
2014
Q4 | $4.79M | Sell |
59,760
-44,077
| -42% | -$3.58M | ﹤0.01% | 2958 |
|
|
2014
Q3 | $8.03M | Sell |
103,837
-45,217
| -30% | -$3.76M | ﹤0.01% | 2361 |
|
|
2014
Q2 | $12.5M | Buy |
149,054
+32,500
| +28% | +$2.7M | 0.01% | 1873 |
|
|
2014
Q1 | $9.56M | Buy |
116,554
+95,297
| +448% | +$7.68M | ﹤0.01% | 2063 |
|
|
2013
Q4 | $1.58M | Sell |
21,257
-5,735
| -21% | -$430K | ﹤0.01% | 4690 |
|
|
2013
Q3 | $2.1M | Sell |
26,992
-190,797
| -88% | -$15M | ﹤0.01% | 4011 |
|
|
2013
Q2 | $17.9M | Buy |
+217,789
| New | +$20M | 0.01% | 1220 |
|
Other funds holding TWO
SGCM
AA
Jeff Yass's TWO Position: Q2 2026 in Review
Jeff Yass increased its Two Harbors Investment (TWO) stake by 89% in Q2 2026, buying an estimated $1.06M and bringing the position to 187,592 shares worth $2.33M. The position accounts for ﹤0.01% of the portfolio, ranked #6131.
Jeff Yass first reported a position in TWO in Q2 2013 and has held it in 48 quarters since. The position peaked at $17.9M in Q2 2013. 230 funds tracked by Wall St. Rank hold TWO as of Q2 2026.
- Jeff Yass held 187,592 shares of Two Harbors Investment worth $2.33M as of Q2 2026.
- Jeff Yass bought 88,266 Two Harbors Investment shares in Q2 2026, an estimated $1.06M.
- Two Harbors Investment made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #6131 holding.
- Jeff Yass first reported a position in Two Harbors Investment in Q2 2013 and has held it in 48 quarters since.
- Jeff Yass's Two Harbors Investment position peaked at $17.9M in Q2 2013.
- 230 funds tracked by Wall St. Rank held Two Harbors Investment as of Q2 2026.
Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.