Fund HoldingsTwo Seas Capital LP

Total Portfolio Value
$494.02M
Total Bought
$62.69M
Total Sold
$9.74M
Net Transaction
+$52.95M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
IMMUNOVANT INC(IMVT)0427,256+427,256016,4023.32%+16,402
ROIVANT SCIENCES LTD(ROIV)7,909,5917,915,232+5,64179,72992,45018.71%+12,721
3M CO(MMM)0130,000+130,000012,1712.46%+12,171
ESPERION THERAPEUTICS INC NE00009,3581.89%+9,358
ESPERION THERAPEUTICS INC NE(ESPR)2,941,8727,672,170+4,730,2984,0897,5191.52%+3,430
IMMUNOVANT INC(IMVT)(Call)086,600+86,60003,325+3,325
SONOS INC(SONO)171,172406,172+235,0002,7955,2441.06%+2,448
META PLATFORMS INC(META)30,00336,175+6,1728,61010,8602.20%+2,250
ODYSSEY MARINE EXPL INC1,371,8741,371,87404,9395,1311.04%+192
HERTZ GLOBAL HLDGS INC123,494123,49401,2467560.15%-490
MALLINCKRODT PLC585,6020-585,6026910-691
ARCUTIS BIOTHERAPEUTICS INC(ARQT)232,201164,807-67,3942,2138750.18%-1,338
ARBUTUS BIOPHARMA CORP(ABUS)8,280,8188,280,818019,04616,8103.40%-2,236
HERTZ GLOBAL HLDGS INC183,90987,188-96,7213,3821,0680.22%-2,314
AMBAC FINL GROUP INC187,5680-187,5682,6710-2,671
ROIVANT SCIENCES LTD1,100,6620-1,100,6622,7300-2,730
INDIVIOR PLC13,668,91913,670,312+1,393325,320315,37463.84%-9,946
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