Fund HoldingsTwo Seas Capital LP

Total Portfolio Value
$405.89M
Total Bought
$132.49M
Total Sold
$13.59M
Net Transaction
+$118.90M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
ESPERION THERAPEUTICS INC NE(ESPR)7,672,1707,686,120+13,9507,51922,9815.66%+15,463
ARBUTUS BIOPHARMA CORP(ABUS)8,280,8189,041,927+761,10916,81022,6055.57%+5,795
3M CO(MMM)130,000144,789+14,78912,17115,8283.90%+3,658
ROIVANT SCIENCES LTD(ROIV)7,915,2328,508,223+592,99192,45095,54723.54%+3,097
ODYSSEY MARINE EXPL INC1,371,8741,371,87405,1316,3791.57%+1,248
ESPERION THERAPEUTICS INC NE0009,35810,0412.47%+683
IMMUNOVANT INC(IMVT)(Call)86,60086,60003,3253,648+324
HERTZ GLOBAL HLDGS INC87,18877,188-10,0001,0688020.20%-266
HERTZ GLOBAL HLDGS INC123,49416,841-106,653756920.02%-663
ARCUTIS BIOTHERAPEUTICS INC(ARQT)164,8070-164,8078750-875
META PLATFORMS INC(META)36,17526,175-10,00010,8609,2652.28%-1,595
SONOS INC(SONO)406,172179,732-226,4405,2443,0810.76%-2,163
IMMUNOVANT INC(IMVT)427,256198,752-228,50416,4028,3732.06%-8,029
INDIVIOR PLC13,670,31213,810,893+140,581315,374210,89251.96%-104,482
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