Two Seas Capital’s Sable Offshore Corp SOC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$59.2M Buy
17,101,876
+8,724,240
+104% +$38.9M 0.68% 19
2026
Q2
$25.8M Buy
8,377,636
+2,880,925
+52% +$36.7M 0.51% 33
2026
Q1
$90.8M Buy
5,496,711
+3,763,472
+217% +$44M 1.27% 11
2025
Q4
$15.6M Buy
1,733,239
+1,119,195
+182% +$10.6M 0.32% 28
2025
Q3
$10.7M Buy
614,044
+172,367
+39% +$4.42M 0.17% 31
2025
Q2
$9.7M Buy
+441,677
New +$10.3M 0.16% 28
2025
Q1
– Sell
-158,518
Closed -$3.63M – 38
2024
Q4
$3.63M Buy
+158,518
New +$3.47M 0.31% 28

Other funds holding SOC

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

Two Seas Capital increased its Sable Offshore Corp (SOC) stake by 104% in Q3 2026, buying an estimated $38.9M and bringing the position to 17,101,876 shares worth $59.2M. The position accounts for 0.68% of the portfolio, ranked #19.

Two Seas Capital first reported a position in SOC in Q4 2024 and has held it in 7 quarters since. The position peaked at $90.8M in Q1 2026. 17 funds tracked by Wall St. Rank hold SOC as of Q3 2026.

  • Two Seas Capital held 17,101,876 shares of Sable Offshore Corp worth $59.2M as of Q3 2026.
  • Two Seas Capital bought 8,724,240 Sable Offshore Corp shares in Q3 2026, an estimated $38.9M.
  • Sable Offshore Corp made up 0.68% of Two Seas Capital's portfolio in Q3 2026, its #19 holding.
  • Two Seas Capital first reported a position in Sable Offshore Corp in Q4 2024 and has held it in 7 quarters since.
  • Two Seas Capital's Sable Offshore Corp position peaked at $90.8M in Q1 2026.
  • 17 funds tracked by Wall St. Rank held Sable Offshore Corp as of Q3 2026.

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