TWO SEAS CAPITAL LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CORZ | 15.36M | $275.63M |
 | GCI | 14.18M | $58.57M |
 | ROIV | 11.75M | $177.84M |
 | ABUS | 10.99M | $49.90M |
 | INDV | 10.50M | $253.26M |
 | ESPR | 9.75M | $25.84M |
 | CLMT | 5.75M | $104.98M |
 | AVDL | 5.37M | $81.99M |
 | OMEX | 4.57M | $8.91M |
 | WULF | 3.85M | $43.98M |
 | SHC | 3.37M | $53.06M |
 | LUCD | 3.00M | $3.03M |
 | IMVT | 2.76M | $44.52M |
 | BUR | 1.60M | $19.16M |
 | GLNG | 1.10M | $44.29M |
 | SOC | 614K | $10.72M |
 | SONO | 531K | $8.39M |
 | CIFR | 462K | $5.82M |
 | BTDR | 450K | $7.69M |
 | FSLR | 341K | $75.13M |
Core Scientific, Inc.
CORZ
Shares Held
15.36M
Value
$275.63M
Gannett Co., Inc.
GCI
Shares Held
14.18M
Value
$58.57M
Roivant Sciences Ltd.
ROIV
Shares Held
11.75M
Value
$177.84M
Arbutus Biopharma Corporation
ABUS
Shares Held
10.99M
Value
$49.90M
Indivior PLC
INDV
Shares Held
10.50M
Value
$253.26M
Esperion Therapeutics, Inc.
ESPR
Shares Held
9.75M
Value
$25.84M
Calumet, Inc.
CLMT
Shares Held
5.75M
Value
$104.98M
Avadel Pharmaceuticals plc
AVDL
Shares Held
5.37M
Value
$81.99M
Odyssey Marine Exploration, Inc.
OMEX
Shares Held
4.57M
Value
$8.91M
TeraWulf Inc.
WULF
Shares Held
3.85M
Value
$43.98M
Sotera Health Company
SHC
Shares Held
3.37M
Value
$53.06M
Lucid Diagnostics Inc.
LUCD
Shares Held
3.00M
Value
$3.03M
Immunovant, Inc.
IMVT
Shares Held
2.76M
Value
$44.52M
Burford Capital Limited
BUR
Shares Held
1.60M
Value
$19.16M
Golar LNG Limited
GLNG
Shares Held
1.10M
Value
$44.29M
Sable Offshore Corp.
SOC
Shares Held
614K
Value
$10.72M
Sonos, Inc.
SONO
Shares Held
531K
Value
$8.39M
Cipher Mining Inc.
CIFR
Shares Held
462K
Value
$5.82M
Bitdeer Technologies Group
BTDR
Shares Held
450K
Value
$7.69M
First Solar, Inc.
FSLR
Shares Held
341K
Value
$75.13M