Two Seas Capital LP

13F Holdings History for USA TODAY Co., Inc. - Common Stock, par value $0.01 per share (GCI)

Symbol: GCI on NYSE
Investment type: Equity / Common Stock, par value $0.01 per share
Latest Disclosed Ownership: 14.2M shares
Security Ownership: 9.6%

Shares, Excluding Options vs Price

Value, Excluding Options

Two Seas Capital LP ownership in USA TODAY Co., Inc. Common Stock, par value $0.01 per share (GCI)

2025-11-14 - Two Seas Capital LP has filed an SCHEDULE 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 14.2M shares of USA TODAY Co., Inc. Common Stock, par value $0.01 per share (GCI). This represents 9.6% percent ownership of the company. In their previous filing dated 2025-08-13, Two Seas Capital LP had reported owning 11.2M shares, indicating an increase of 26.3% percent.

Reporting Name	Ownership %	Change	Value $	Shares owned	Change	Activity %	Price	Form	Report date	Filed at
Two Seas Capital LP	9.6%	+23.8%	$58.6M	14.2M	+2,950,000	+26.3%	$4.13	13G/A	9/30/2025	14 Nov 2025 11:39:54
Two Seas Capital LP	7.7%		$47.5M	11.2M			$4.23	13G	6/30/2025	13 Aug 2025 17:46:43

Holdings date	Option	Weight	Change	Value $	Shares	Change	Activity %	Price	All Holders
9/30/2025		3.52%	+0.73%	$58.6M	14.2M	+2,950,000	+26.3%	$4.13	Q3 2025
6/30/2025		3.94%	+2.74%	$40.2M	11.2M	+7,793,415	+227%	$3.58	Q2 2025
6/30/2025	call		-0.32%	$0	0	-2,814,900	-100%		Q2 2025
3/31/2025		1.54%	+1.32%	$9.93M	3.44M	+2,937,206	+500%	$2.89	Q1 2025
3/31/2025	call	0.32%	+0.03%	$8.14M	2.81M	+294,100		$2.89	Q1 2025
12/31/2024		0.3%	+0.3%	$2.53M	500K	+500,000	NEW	$5.06	Q4 2024
12/31/2024	call	4.1%	+4.1%	$12.8M	2.52M	+2,520,800	NEW	$5.06	Q4 2024

* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.