Fund Holdings — Two Seas Capital LP

Total Portfolio Value
$2.17B
Total Bought
$605.04M
Total Sold
$403.87M
Net Transaction
+$201.17M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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INDIVIOR PHARMACEUTICALS INC(INDV)04,746,510+4,746,5100144,6746.68%+144,674
NEKTAR THERAPEUTICS(NKTR)745,1851,959,178+1,213,99331,506140,9636.51%+109,456
CALUMET INC(CLMT)6,976,2295,960,292-1,015,937138,618213,9749.88%+75,357
SABLE OFFSHORE CORP(SOC)1,733,2395,496,711+3,763,47215,63490,8064.19%+75,172
ROIVANT SCIENCES LTD(ROIV)9,791,8919,328,291-463,600212,484258,39411.93%+45,910
TALEN ENERGY CORP(TLN)391,974579,129+187,155146,928184,8758.53%+37,948
FTAI AVIATION LTD(FTAI)186,209255,507+69,29836,65562,5992.89%+25,944
GOLAR LNG LTD
SHS
1,170,9981,274,710+103,71243,57368,9753.18%+25,402
USA TODAY CO INC(TDAY)14,552,62114,045,443-507,17874,94699,0204.57%+24,074
ARBUTUS BIOPHARMA CORP(ABUS)12,589,15818,557,543+5,968,38560,55483,5093.85%+22,955
CIPHER DIGITAL INC(CIFR)305,7562,050,000+1,744,2444,51326,3841.22%+21,871
UNIQURE NV(QURE)01,300,000+1,300,000021,2550.98%+21,255
TRANSALTA CORP(TAC)01,597,900+1,597,900020,9320.97%+20,932
STAAR SURGICAL CO(STAA)01,036,973+1,036,973019,3910.89%+19,391
BITDEER TECHNOLOGIES GROUP(BTDR)02,223,999+2,223,999019,2380.89%+19,238
SHARONAI HOLDINGS INC(SHAZ)0416,666+416,66609,4710.44%+9,471
SOTERA HEALTH CO(SHC)4,412,1066,023,371+1,611,26577,83086,3753.99%+8,546
IMMUNOVANT INC(IMVT)2,866,9623,201,962+335,00072,87879,5373.67%+6,659
SONOS INC(SONO)322,462919,327+596,8655,66212,3190.57%+6,657
TERAWULF INC(WULF)4,502,7944,024,005-478,78951,73758,0662.68%+6,329
PAVMED INC(PAVM)0461,539+461,53904,6850.22%+4,685
ECHOSTAR CORP(ECHO)402,135382,135-20,00043,71244,7372.06%+1,024
DARLING INGREDIENTS INC(DAR)016,527+16,52701,0220.05%+1,022
LUCID DIAGNOSTICS INC(LUCD)3,000,0003,000,00003,2703,4500.16%+180
FERMI INC(FRMI)025,211+25,21101470.01%+147
CORE SCIENTIFIC INC NEW(CORZ)289,539289,53902,4502,5310.12%+81
CORE SCIENTIFIC INC NEW(CORZ)24,10724,10703513620.02%+11
ADVISORSHARES TR
PURE US CANN ETF
3,252,4093,302,409+50,00015,35111,7240.54%-3,628
ODYSSEY MARINE EXPL INC(OMEX)5,185,0295,592,985+407,95610,1634,6650.22%-5,498
CORE SCIENTIFIC INC NEW(CORZ)17,011,22116,151,833-859,388247,683241,63111.15%-6,052
COREWEAVE INC(CRWV)110,0000-110,0007,8770—-7,877
NEBIUS GROUP N.V.(NBIS)344,482196,475-148,00728,83520,3860.94%-8,449
META PLATFORMS INC(META)14,2720-14,2729,4210—-9,421
HUT 8 CORP(HUT)491,500250,000-241,50022,58011,7280.54%-10,852
VISTRA CORP(VST)249,707185,597-64,11040,28527,9011.29%-12,384
ESPERION THERAPEUTICS INC NE11,902,52111,394,833-507,68844,03931,2221.44%-12,817
FIRST SOLAR INC(FSLR)284,259302,984+18,72574,25759,7672.76%-14,490
INDIVIOR PLC5,109,1980-5,109,198183,3180—-183,318
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Two Seas Capital LP — 13F Holdings — Q1 2026 | TickerTrail