FSLR — FIRST SOLAR INC

Ownership history in Two Seas Capital LP  ·  4 quarters on record

This page tracks every 13F SEC filing in which Two Seas Capital LP reported a position in FIRST SOLAR INC (FSLR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
7.91% (2025 Q2)
Avg. % of fund
2.67%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 284,259 -56,433 -16.6% 1.53% $74.3M $261.23
2025 Q3 ADDED 340,692 +330,692 +3306.9% 1.21% $75.1M $220.53
2025 Q2 REDUCED 10,000 -2,834,000 -99.6% 0.03% $1.7M $165.54
2025 Q2 INITIATED 2,844,000 — — 7.91% $470.8M $165.54
% of Fund (quarterly)    FSLR price (monthly, adj. close)

Other funds also holding FSLR

As of 2025 Q4 — sorted by position size

Clean Energy Transition LLP 3Y 25.04% Hill City Capital, LP 3Y 20.61% Parametrica Management Ltd 3Y 7Y 11.1% Summerhill Capital Management lnc. 10.55% USCF Advisers LLC 9.93% FARLEY CAPITAL L.P. 3Y 7Y 9.13% Redwood Grove Capital, LLC 3Y 7.24% Arosa Capital Management LP 3Y 7Y 6.57% Credit Capital Investments LLC 3Y 7Y 6.32% SPX Gestao de Recursos Ltda 3Y 7Y 5.45%
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