Ownership history in Two Seas Capital LP Β· 5 quarters on record
This page tracks every 13F SEC filing in which Two Seas Capital LP reported a position in HUT 8 CORP (HUT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Two Seas Capital LP outperformed the S&P 500 by +298.0% annually on this HUT position. Timing score: 25% (1/4 decisions correct). Average cost basis: $39.35. Maximum drawdown during holding period: β43.3%.
π₯ Exceptional β beat the S&P 500 by 298.0% per year on this position.
4 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
1 of 4 add/trim decisions correct
Best entry: $12.26 (2024 Q3) Β· Worst: $45.94 (2025 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
4 adds Β· 1 trim. Bought during 0 of 1 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Two Seas Capital LP has been actively increasing its HUT allocation β a bullish signal from insiders.
Currently 1.66% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size