Two Seas Capital
$2.6B 13F equity value
42 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Two Seas Capital covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| ROIV | ROIVANT SCIENCES LTD | 8,475,356 | $300M | 11.4% |
| CLMT | CALUMET INC | 6,619,708 | $238M | 9.1% |
| CORZ | CORE SCIENTIFIC INC NEW | 9,028,509 | $231M | 8.8% |
| NKTR | NEKTAR THERAPEUTICS | 3,092,234 | $216M | 8.2% |
| TLN | TALEN ENERGY CORP | 507,208 | $195M | 7.4% |
| INDV | INDIVIOR PHARMACEUTICALS INC | 3,479,493 | $143M | 5.4% |
| IMVT | IMMUNOVANT INC | 3,148,505 | $121M | 4.6% |
| TDAY | USA TODAY CO INC | 14,070,311 | $120M | 4.6% |
| SHAZ | SHARONAI HOLDINGS INC | 1,293,753 | $110M | 4.2% |
| SHC | SOTERA HEALTH CO | 5,836,053 | $104M | 4.0% |
Track Two Seas Capital's 13F portfolio: $2.6B in reported holdings, 42 positions. Top holdings and quarterly changes on SentiSense.
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