Two Seas Capital LP SATS — ECHOSTAR CORP

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

AI Ownership Summary

Two Seas Capital LP reported ECHOSTAR CORP (SATS) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.9% in 2025 Q4. The latest visible filing shows SATS at 0.61% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SATS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Two Seas Capital LP's position in ECHOSTAR CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SATS was reported at 0.61% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.9% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SATS stock page Two Seas Capital LP fund profile Two Seas Capital LP full holdings
How Two Seas Capital LP held SATS — position size vs. price
% of Fund (quarterly)    SATS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 375,000 -7,135 -1.9% 0.61% $43.9M 2026-05-15 $137.23
2026 Q1 REDUCED — — — 382,135 -20,000 -5.0% 0.63% $44.7M 2026-05-15 $137.23
2025 Q4 ADDED — — — 402,135 +109,665 +37.5% 0.90% $43.7M 2026-02-11 $110.06
2025 Q3 INITIATED — — — 292,470 — — 0.36% $22.3M 2025-11-14 $67.40

🏢 Other funds also holding SATS

As of 2026 Q1 — sorted by position size

Arini Captial Management Ltd 63.75% STONEHILL CAPITAL MANAGEMENT LLC 3Y 7Y 49.34% Attestor Capital Ltd 35.83% Varde Management, L.P. 3Y 7Y 35.0% CYRUS CAPITAL PARTNERS, L.P. 3Y 7Y 34.41% REDWOOD CAPITAL MANAGEMENT, LLC 3Y 7Y 27.52% Pennant Select, LLC 24.84% PLUSTICK MANAGEMENT LLC 3Y 22.04% Potomac Capital Management, Inc. 3Y 7Y 20.16% Darsana Capital Partners LP 3Y 7Y 17.45%

FAQ About Two Seas Capital LP and SATS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Two Seas Capital LP reported owning SATS?

Two Seas Capital LP reported SATS across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported SATS position in Two Seas Capital LP's portfolio?

The largest reported portfolio weight for SATS was 0.90% in 2025 Q4.

What is the latest reported SATS position on this page?

The most recent filing on this page is 2026 Q1, when Two Seas Capital LP reported 375,000 shares, equal to 0.61% of portfolio, with an estimated market value of $43.9M.

What does the chart on this SATS ownership page compare?

The chart compares Two Seas Capital LP's quarterly SATS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Two Seas Capital LP time their SATS position?

Based on 13F filing dates vs. subsequent SATS price moves, Two Seas Capital LP correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on SATS relative to SPY over the holding period was +240.1%.

← Back to Two Seas Capital LP Holdings