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Two Seas Capital LP

Two Seas Capital LP is an Investment Adviser institutional filer with the SEC under CIK 1823138, reporting 34 portfolio positions, with 21 historical 13F filings on file. Most recent reporting period: 2026-09-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: DE
  • Filing type: 13F-HR
  • Latest reporting period: 2026-09-30
  • Last filed: 2026-10-06

Top 10 portfolio positions

The largest reported holdings in Two Seas Capital LP's most recent 13F filing, ranked by reported market value.

  1. CALUMET INC (CLMT)
  2. ROIVANT SCIENCES LTD (ROIV)
  3. NEKTAR THERAPEUTICS (NKTR)
  4. CORE SCIENTIFIC INC NEW (CORZ)
  5. TALEN ENERGY CORP (TLN)
  6. IMMUNOVANT INC (IMVT)
  7. INDIVIOR PHARMACEUTICALS INC (INDV)
  8. SOTERA HEALTH CO (SHC)
  9. SHARONAI HOLDINGS INC (SHAZ)
  10. USA TODAY CO INC (TDAY)
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