TSC
TDAY

Two Seas Capital’s USA Today Co TDAY Stock Holding History

Two Seas Capital’s Portfolio TDAY Stock Details TDAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,814,900
Closed -$8.14M – 40
2025
Q1 		$8.14M Buy
2,814,900
+294,100
+12% +$1.23M 0.26% 21
2024
Q4 		$12.8M Buy
+2,520,800
New +$13.4M 1.1% 16

Other funds holding TDAY

AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
AFA
Alta Fundamental Advisers New York $265M AUM 98.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
PCM
Philosophy Capital Management Alamo, California $1.63B AUM 12.69% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
VAS
VR Advisory Services Camana Bay, Grand Cayman, Cayman Islands $845M AUM 22.79% 1-Year Est. Return

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

Two Seas Capital reduced its USA Today Co (TDAY) stake by 3.5% in Q1 2026, selling an estimated $3.11M and leaving 14,045,443 shares worth $99M. The position accounts for 1.38% of the portfolio, ranked #10.

Two Seas Capital first reported a position in TDAY in Q4 2024 and has held it in 6 quarters since. 220 funds tracked by Wall St. Rank hold TDAY as of Q1 2026.

  • Two Seas Capital held 14,045,443 shares of USA Today Co worth $99M as of Q1 2026.
  • Two Seas Capital sold 507,178 USA Today Co shares in Q1 2026, an estimated $3.11M.
  • USA Today Co made up 1.38% of Two Seas Capital's portfolio in Q1 2026, its #10 holding.
  • Two Seas Capital first reported a position in USA Today Co in Q4 2024 and has held it in 6 quarters since.
  • 220 funds tracked by Wall St. Rank held USA Today Co as of Q1 2026.

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