Two Seas Capital’s First Solar FSLR Stock Holding History

Two Seas Capital’s Portfolio FSLR Stock Details FSLR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$66.2M	Buy	377,984 +250,000	+195%	+$52.9M	0.76%	18
2026 Q2	$30.2M	Sell	127,984 -175,000	-58%	-$41M	0.6%	30
2026 Q1	$59.8M	Buy	302,984 +18,725	+7%	+$4.14M	0.84%	18
2025 Q4	$74.3M	Sell	284,259 -56,433	-17%	-$14.2M	1.53%	12
2025 Q3	$75.1M	Buy	340,692 +330,692	+3,307%	+$63.5M	1.21%	10
2025 Q2	$1.66M	Buy	+10,000	New	+$1.48M	0.03%	36

Other funds holding FSLR

QPBE

Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CCM

Cox Capital Management Andover, Massachusetts $179M AUM 28.94% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

GAA

Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

Two Seas Capital's FSLR Position: Q3 2026 in Review

Two Seas Capital increased its First Solar (FSLR) stake by 195% in Q3 2026, buying an estimated $52.9M and bringing the position to 377,984 shares worth $66.2M. The position accounts for 0.76% of the portfolio, ranked #18.

Two Seas Capital first reported a position in FSLR in Q2 2025 and has held it in 6 quarters since. The position peaked at $75.1M in Q3 2025. 35 funds tracked by Wall St. Rank hold FSLR as of Q3 2026.

Two Seas Capital held 377,984 shares of First Solar worth $66.2M as of Q3 2026.
Two Seas Capital bought 250,000 First Solar shares in Q3 2026, an estimated $52.9M.
First Solar made up 0.76% of Two Seas Capital's portfolio in Q3 2026, its #18 holding.
Two Seas Capital first reported a position in First Solar in Q2 2025 and has held it in 6 quarters since.
Two Seas Capital's First Solar position peaked at $75.1M in Q3 2025.
35 funds tracked by Wall St. Rank held First Solar as of Q3 2026.

Based on Two Seas Capital's 13F filing for Q3 2026, filed 6 Oct 2026.