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SCHEDULE Filed 2026-01-20 Event 2026-01-15 SEC 0001011438-26-000035 →

Two Seas Capital LP Core Scientific, Inc./tx CORZZ

Stake: 7.20% Shares: 22,472,467 CUSIP: 21874A106 Class: Common Stock, par value $0.00001 per share

Item 4 — Purpose of Transaction

Item 4 of this Schedule 13D is hereby amended and restated as follows: The Reporting Persons acquired the securities reported herein for investment purposes in the ordinary course of business. The Reporting Persons acquired such securities because they believed that such securities, when purchased, represented an attractive investment opportunity. The Reporting Persons may have discussions with officers and directors of the Issuer in connection with the Reporting Persons' investment in the Issuer. The topics of these conversations may cover a range of issues, including the business of the Issuer, management, board composition, investor communications, operations, capital allocation, dividend policy, financial condition, mergers and acquisitions strategy, overall business strategy, executive compensation, corporate governance and environmental and social matters related to the Issuer's business and stakeholders. The Reporting Persons may also have similar conversations with other stockholders or other interested parties, such as industry analysts, existing or potential strategic partners or competitors, investment professionals and other investors and may exchange information with any such persons or the Issuer pursuant to appropriate confidentiality or similar agreements (which may contain customary standstill provisions). The Reporting Persons may at any time reconsider and change their intentions relating to the foregoing. Except as set forth herein, the Reporting Persons have no present plan or proposal that would relate to or result in any of the matters set forth in subparagraphs (a) - (j) of Item 4 of Schedule 13D. The Reporting Persons intend to review their investment in the Issuer on a continuing basis and depending upon various factors, including without limitation, the Issuer's financial position and strategic direction, the outcome of any discussions referenced above, overall market conditions, other investment opportunities available to them, and the availability of securities of the Issuer at prices that would make the purchase or sale of such securities desirable, may endeavor (i) to increase or decrease the Funds' and Accounts' positions in the Issuer through, among other things, the purchase or sale of the shares of Common Stock and/or other equity, debt, derivative securities or other instruments that are convertible into such securities, or are based upon or relate to the value of such securities or the Issuer (collectively, "Securities") on the open market or in private transactions, including through a trading plan created under Rule 10b5-1(c) or otherwise, on such terms and at such times as the Reporting Persons may deem advisable and/or (ii) to enter into transactions that increase or hedge its economic exposure to the shares of Common Stock or other Securities without affecting the Reporting Persons' beneficial ownership of the Common Stock or other Securities.

Cross-References

Insider Activity (last 365d)
2 transactions
0 buys · 0 sales · 0 awards/exercises
Issuer Cluster
1 13D/G filings on this issuer
0 other filings besides this one
Filer Track Record
4 filings by this filer
3 other filings in the data moat
Short Interest · settle 2026-03-31
DTC 64.65
826,247 shares short · +0.1% vs prior

Institutional Consensus · 2025-12-31

Held by elite portfolio managers
2 holders · $22.86M
Point72 Asset MgmtSoros Fund Management

Form 4 Insider Transactions · last 365d

DateInsiderRoleTypeSharesPriceValue
2026-04-16 DUCHENE TODD M officer F 16,741 $19.08 $319K
2026-04-15 Sullivan Adam Taylor director, officer F 87,355 $19.08 $1.67M

Other Filings by Two Seas Capital LP

FiledFormIssuerStakeShares
2026-04-13 SCHEDULE 13D ODYSSEY MARINE EXPLORATION INC OMEX 9.99% 5,857,448 view →
2025-03-04 SCHEDULE INDIVIOR PLC INDV 9.30% 11,579,819 view →
2025-01-17 SCHEDULE INDIVIOR PLC INDV 9.60% 12,007,514 view →

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