Two Seas Capital LP: 13F holdings
CIK 18231382026Q2
| Positions | 39 |
|---|---|
| Reported value | $5.0bn |
| Filed | 2026-08-12 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| ROIVANT SCIENCES LTD | 8,475,356 | $299.9m | 5.9% |
| CALUMET INC | 6,619,708 | $238.4m | 4.7% |
| CORZ CORE SCIENTIFIC INC NEW | 9,028,509 | $231.0m | 4.6% |
| NEKTAR THERAPEUTICS | 3,092,234 | $215.9m | 4.3% |
| TLN TALEN ENERGY CORP | 507,208 | $194.9m | 3.9% |
| INDIVIOR PHARMACEUTICALS INC | 3,479,493 | $142.8m | 2.8% |
| IMVT IMMUNOVANT INC | 3,148,505 | $121.3m | 2.4% |
| USA TODAY CO INC | 14,070,311 | $120.3m | 2.4% |
| SHARONAI HOLDINGS INC | 1,293,753 | $109.5m | 2.2% |
| SHC SOTERA HEALTH CO | 5,836,053 | $103.6m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1823138")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.