Seascape Capital Management: 13F holdings
CIK 14183422026Q2
| Positions | 96 |
|---|
| Reported value | $417.3m |
|---|
| Filed | 2026-07-21 |
|---|
Change since last quarter
| Positions | 96 (+5 vs prior quarter) |
|---|
| Reported value | $417.3m (+20.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| EMXC ISHARES INC | 332,476 | $34.0m | 8.1% |
| FTCB FIRST TR EXCHANGE-TRADED FD | 1,473,238 | $30.7m | 7.4% |
| DBND DOUBLELINE ETF TRUST | 653,229 | $29.8m | 7.1% |
| FLEX LTD | 100,560 | $16.3m | 3.9% |
| CAT CATERPILLAR INC | 12,510 | $13.3m | 3.2% |
| GOVT ISHARES TR | 461,624 | $10.5m | 2.5% |
| GOOGL ALPHABET INC | 27,767 | $9.9m | 2.4% |
| VRT VERTIV HOLDINGS CO | 29,528 | $9.9m | 2.4% |
| NVDA NVIDIA CORPORATION | 44,322 | $8.9m | 2.1% |
| AAPL APPLE INC | 29,201 | $8.4m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1418342")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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