TSC
SOC icon

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

Two Seas Capital’s Portfolio SOC Stock Details SOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,500,000
Closed -$26.2M – 44
2025
Q3 		$26.2M Buy
+1,500,000
New +$38.4M 0.42% 24

Other funds holding SOC

PGA
Pilgrim Global Advisors Reno, Nevada $772M AUM 51.79% 1-Year Est. Return
CGIC
Continental General Insurance Company Austin, Texas $693M AUM 90.58% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FCM
FourWorld Capital Management New York $196M AUM 42.39% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Two Seas Capital's SOC Position: Q1 2026 in Review

Two Seas Capital increased its Sable Offshore Corp (SOC) stake by 217% in Q1 2026, buying an estimated $44M and bringing the position to 5,496,711 shares worth $90.8M. The position accounts for 1.27% of the portfolio, ranked #11.

Two Seas Capital first reported a position in SOC in Q4 2024 and has held it in 5 quarters since. 220 funds tracked by Wall St. Rank hold SOC as of Q1 2026.

  • Two Seas Capital held 5,496,711 shares of Sable Offshore Corp worth $90.8M as of Q1 2026.
  • Two Seas Capital bought 3,763,472 Sable Offshore Corp shares in Q1 2026, an estimated $44M.
  • Sable Offshore Corp made up 1.27% of Two Seas Capital's portfolio in Q1 2026, its #11 holding.
  • Two Seas Capital first reported a position in Sable Offshore Corp in Q4 2024 and has held it in 5 quarters since.
  • 220 funds tracked by Wall St. Rank held Sable Offshore Corp as of Q1 2026.

Based on Two Seas Capital's 13F filing for Q1 2026, filed 15 May 2026.