Twin Securities, Inc.
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| VERONA PHARMA PLC | 0 | 501,113 | +501,113 | 0 | 53,473,768 | 26.94% | +53,473,768 |
| MERUS N V | 0 | 310,263 | +310,263 | 0 | 29,211,261 | 14.72% | +29,211,261 |
| MR COOPER GROUP INC | 0 | 122,358 | +122,358 | 0 | 25,791,843 | 13.00% | +25,791,843 |
| CYBERARK SOFTWARE LTD | 0 | 46,813 | +46,813 | 0 | 22,617,701 | 11.40% | +22,617,701 |
| KELLANOVA | 428,305 | 553,655 | +125,350 | 34,063,097 | 45,410,783 | 22.88% | +11,347,686 |
| WNS HLDGS LTD | 0 | 32,814 | +32,814 | 0 | 2,502,724 | 1.26% | +2,502,724 |
| WARNER BROS DISCOVERY INC(WBD) | 0 | 127,717 | +127,717 | 0 | 2,494,313 | 1.26% | +2,494,313 |
| TOURMALINE BIO INC | 0 | 33,301 | +33,301 | 0 | 1,592,787 | 0.80% | +1,592,787 |
| WARNER BROS DISCOVERY INC(WBD)(Call) | 0 | 58,000 | +58,000 | 0 | 1,132,740 | — | +1,132,740 |
| PLYMOUTH INDL REIT INC | 0 | 20,146 | +20,146 | 0 | 449,860 | 0.23% | +449,860 |
| SPIRIT AEROSYSTEMS HLDGS INC | 253,643 | 258,381 | +4,738 | 9,676,480 | 9,973,507 | 5.03% | +297,027 |
| MANCHESTER UTD PLC NEW | 12,143 | 14,763 | +2,620 | 216,267 | 223,512 | 0.11% | +7,245 |
| KELLANOVA(Put) | 200 | 0 | -200 | 15,906 | 0 | — | -15,906 |
| FOOT LOCKER INC | 25,000 | 0 | -25,000 | 612,500 | 0 | — | -612,500 |
| PAPA JOHNS INTL INC(PZZA) | 35,249 | 0 | -35,249 | 1,725,086 | 0 | — | -1,725,086 |
| DUN & BRADSTREET HLDGS INC | 230,700 | 0 | -230,700 | 2,097,063 | 0 | — | -2,097,063 |
| ACUREN CORP(TIC) | 434,568 | 123,056 | -311,512 | 4,797,631 | 1,637,875 | 0.83% | -3,159,756 |
| SPRINGWORKS THERAPEUTICS INC | 101,402 | 0 | -101,402 | 4,764,880 | 0 | — | -4,764,880 |
| SURGERY PARTNERS INC(SGRY) | 511,716 | 142,872 | -368,844 | 11,375,447 | 3,091,750 | 1.56% | -8,283,697 |
| BLUEPRINT MEDICINES CORP | 120,126 | 0 | -120,126 | 15,397,751 | 0 | — | -15,397,751 |
| HESS CORP | 204,131 | 0 | -204,131 | 28,280,309 | 0 | — | -28,280,309 |
| BOEING CO(BA)(Call) | 301,700 | 7,400 | -294,300 | 63,215,201 | 1,597,142 | — | -61,618,059 |