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Two Seas Capital’s Golar LNG GLNG Stock Holding History

Two Seas Capital’s Portfolio GLNG Stock Details GLNG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$60.9M Sell
1,221,779
-52,931
-4% -$2.8M 1.21% 19
2026
Q1 		$69M Buy
1,274,710
+103,712
+9% +$4.58M 0.96% 16
2025
Q4 		$43.6M Buy
1,170,998
+75,000
+7% +$2.87M 0.9% 20
2025
Q3 		$44.3M Buy
1,095,998
+186,643
+21% +$7.71M 0.71% 17
2025
Q2 		$37.5M Buy
909,355
+393,406
+76% +$15.5M 0.63% 15
2025
Q1 		$19.6M Buy
+515,949
New +$20.2M 0.62% 16

Other funds holding GLNG

NI
Naria Inc Nassau, Bahamas $513M AUM 21% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RCMU
Rokos Capital Management (UK) London, United Kingdom $26.8B AUM 90.85% 1-Year Est. Return
WHCM
Wolf Hill Capital Management Greenwich, Connecticut $1.2B AUM 137.35% 1-Year Est. Return

Two Seas Capital's GLNG Position: Q2 2026 in Review

Two Seas Capital reduced its Golar LNG (GLNG) stake by 4.2% in Q2 2026, selling an estimated $2.8M and leaving 1,221,779 shares worth $60.9M. The position accounts for 1.21% of the portfolio, ranked #19.

Two Seas Capital first reported a position in GLNG in Q1 2025 and has held it in 6 quarters since. The position peaked at $69M in Q1 2026. 313 funds tracked by Wall St. Rank hold GLNG as of Q2 2026.

  • Two Seas Capital held 1,221,779 shares of Golar LNG worth $60.9M as of Q2 2026.
  • Two Seas Capital sold 52,931 Golar LNG shares in Q2 2026, an estimated $2.8M.
  • Golar LNG made up 1.21% of Two Seas Capital's portfolio in Q2 2026, its #19 holding.
  • Two Seas Capital first reported a position in Golar LNG in Q1 2025 and has held it in 6 quarters since.
  • Two Seas Capital's Golar LNG position peaked at $69M in Q1 2026.
  • 313 funds tracked by Wall St. Rank held Golar LNG as of Q2 2026.

Based on Two Seas Capital's 13F filing for Q2 2026, filed 12 Aug 2026.