HoldingsChannel.com
Two Seas Capital LP Top Holdings
As of  12/31/2023, below is a summary of the Two Seas Capital LP top holdings by largest position size, as per the latest 13f filing made by Two Seas Capital LP. In the Two Seas Capital LP-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Two Seas Capital LP in that top holding, then the share count change between reporting periods, and finally the Two Seas Capital LP top holding position size for that row.

   EntityAmountChange
 09/30/2023 to 12/31/2023
Position Size
($ in 1000's)
INDIVIOR PLC 13,810,893 +140,581 $210,892
     INDV13,810,893+140,581$210,892
ROIVANT SCIENCES LTD 8,508,223 +592,991 $95,547
     ROIV8,508,223+592,991$95,547
ESPERION THERAPEUTICS INC NE      $33,022
     ESPR7,686,120+13,950$22,981
     NOTE 417,275,000UNCH$10,041
ARBUTUS BIOPHARMA CORP 9,041,927 +761,109 $22,605
     ABUS9,041,927+761,109$22,605
3M CO 144,789 +14,789 $15,828
     MMM144,789+14,789$15,828
IMMUNOVANT INC      $12,021
     IMVT198,752-228,504$8,373
     Call86,600UNCH$3,648
META PLATFORMS INC 26,175 -10,000 $9,265
     META26,175-10,000$9,265
ODYSSEY MARINE EXPL INC 1,371,874 UNCH $6,379
     OMEX1,371,874UNCH$6,379
SONOS INC 179,732 -226,440 $3,081
     SONO179,732-226,440$3,081
HERTZ GLOBAL HLDGS INC 77,188 -10,000 $802
     HTZ77,188-10,000$802

See Full List: All Stocks Held By Two Seas Capital LP
Including:
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Two Seas Capital LP

Size ($ in 1000's)
At 12/31/2023: $409,442
At 09/30/2023: $496,587

Two Seas Capital LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Two Seas Capital LP 13F filings. Link to 13F filings: SEC filings

Two Seas Capital LP Top Holdings 13F Filings | www.HoldingsChannel.com

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