Holdings
Two Seas Capital LP
As of Sep 30, 2026, Two Seas Capital LP reported 31 positions worth US$2.48B. Largest: Calumet, Inc, Roivant Sciences Ltd. and Nektar Therapeutics. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Calumet, Inc | 5.28M | US$277M | −1.34M | Sep 30, 2026 |
| Roivant Sciences Ltd. | 7.33M | US$268M | −1.15M | Sep 30, 2026 |
| Nektar Therapeutics | 3.35M | US$203M | +254K | Sep 30, 2026 |
| Core Scientific, Inc. | 11.4M | US$183M | +2.4M | Sep 30, 2026 |
| Talen Energy Corporation | 535K | US$167M | +28,285 | Sep 30, 2026 |
| Immunovant, Inc. | 4.61M | US$156M | +1.46M | Sep 30, 2026 |
| Indivior Pharmaceuticals, Inc. | 3.67M | US$132M | +192K | Sep 30, 2026 |
| Sotera Health Company | 6.11M | US$113M | +275K | Sep 30, 2026 |
| Sharonai Holdings, Inc. | 1.95M | US$106M | +652K | Sep 30, 2026 |
| Usa Today Co., Inc. | 14.5M | US$91.2M | +434K | Sep 30, 2026 |