TWO SEAS CAPITAL LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CORZ | 17.01M | $247.68M |
 | GCI | 14.55M | $74.95M |
 | ABUS | 12.59M | $60.55M |
 | ESPR | 11.90M | $44.04M |
 | ROIV | 9.79M | $212.48M |
 | CLMT | 6.98M | $138.62M |
 | OMEX | 5.19M | $10.16M |
 | INDV | 5.11M | $183.32M |
 | WULF | 4.50M | $51.74M |
 | SHC | 4.41M | $77.83M |
 | LUCD | 3.00M | $3.27M |
 | IMVT | 2.87M | $72.88M |
 | SOC | 1.73M | $15.63M |
 | GLNG | 1.17M | $43.57M |
 | NKTR | 745K | $31.51M |
 | HUT | 492K | $22.58M |
 | SATS | 402K | $43.71M |
 | TLN | 392K | $146.93M |
 | SONO | 322K | $5.66M |
 | CIFR | 306K | $4.51M |
Core Scientific, Inc.
CORZ
Shares Held
17.01M
Value
$247.68M
Gannett Co., Inc.
GCI
Shares Held
14.55M
Value
$74.95M
Arbutus Biopharma Corporation
ABUS
Shares Held
12.59M
Value
$60.55M
Esperion Therapeutics, Inc.
ESPR
Shares Held
11.90M
Value
$44.04M
Roivant Sciences Ltd.
ROIV
Shares Held
9.79M
Value
$212.48M
Calumet, Inc.
CLMT
Shares Held
6.98M
Value
$138.62M
Odyssey Marine Exploration, Inc.
OMEX
Shares Held
5.19M
Value
$10.16M
Indivior Pharmaceuticals Inc
INDV
Shares Held
5.11M
Value
$183.32M
TeraWulf Inc.
WULF
Shares Held
4.50M
Value
$51.74M
Sotera Health Company
SHC
Shares Held
4.41M
Value
$77.83M
Lucid Diagnostics Inc.
LUCD
Shares Held
3.00M
Value
$3.27M
Immunovant, Inc.
IMVT
Shares Held
2.87M
Value
$72.88M
Sable Offshore Corp.
SOC
Shares Held
1.73M
Value
$15.63M
Golar LNG Limited
GLNG
Shares Held
1.17M
Value
$43.57M
Nektar Therapeutics
NKTR
Shares Held
745K
Value
$31.51M
Hut 8 Corp.
HUT
Shares Held
492K
Value
$22.58M
EchoStar Corporation
SATS
Shares Held
402K
Value
$43.71M
Talen Energy Corporation
TLN
Shares Held
392K
Value
$146.93M
Sonos, Inc.
SONO
Shares Held
322K
Value
$5.66M
Cipher Mining Inc.
CIFR
Shares Held
306K
Value
$4.51M