13F Filings History of Two Seas Capital LP

Latest 13F report
Q4 2025 - 11 Feb 2026
Value $
$1,707,108,959
Signature - Title
Lawrence V. Palermo - Chief Financial Officer
Location
Rye, NY
Summary
This page shows a list of all the recent 13F filings made by Two Seas Capital LP. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Two Seas Capital LP reported 29 stock holdings with total value $1,707,108,959 as of Q4 2025. Top holdings included CORZ, ROIV, INDV, TLN, and CLMT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 29 $1,707,108,959 +$251,668,638 -$404,361,947 -$152,693,309 CORZ, ROIV, INDV, TLN, CLMT 13F-HR 11 Feb 2026, 08:28
Q3 2025 32 $1,663,723,095 +$435,695,393 -$132,380,706 +$303,314,687 CORZ, INDV, ROIV, TLN, CLMT 13F-HR 14 Nov 2025, 15:15
Q2 2025 33 $1,019,808,462 +$221,310,521 -$77,559,420 +$143,751,101 INDV, ROIV, CORZ, TLN, CLMT 13F-HR 13 Aug 2025, 15:03
Q1 2025 23 $643,328,587 +$89,427,469 -$118,455,977 -$29,028,508 INDV, ROIV, TLN, CORZ, AVDL 13F-HR 15 May 2025, 13:55
Q4 2024 27 $846,302,252 +$232,269,788 -$37,631,245 +$194,638,543 INDV, ROIV, TLN, CORZ, VST Restatement 14 Feb 2025, 19:37
Q3 2024 24 $591,344,636 +$40,877,561 -$49,908,026 -$9,030,465 INDV, ROIV, TLN, CORZ, ABUS 13F-HR 14 Nov 2024, 11:36
Q2 2024 19 $612,819,816 +$160,657,261 -$17,253,463 +$143,403,798 INDV, ROIV, CORZ, TLNE, AVDL 13F-HR 14 Aug 2024, 14:07
Q1 2024 18 $510,542,668 +$70,091,600 -$47,848,630 +$22,242,970 INDV, ROIV, ABUS, IMVT, ESPERION THERAPEUTICS INC NE 13F-HR 15 May 2024, 14:17
Q4 2023 12 $405,887,841 +$12,367,177 -$18,611,140 -$6,243,963 INDV, ROIV, ESPR, ABUS, MMM 13F-HR 14 Feb 2024, 10:31
Q3 2023 13 $494,017,418 +$47,551,547 -$7,634,314 +$39,917,233 INDV, ROIV, ABUS, IMVT, MMM 13F-HR 14 Nov 2023, 15:31
Q2 2023 13 $457,460,904 +$341,308,960 -$10,555,324 +$330,753,636 INDV, ROIV, ABUS, META, OMEX 13F-HR 14 Aug 2023, 13:06
Q1 2023 11 $108,964,684 +$14,794,716 -$18,657,490 -$3,862,774 ROIV, ABUS, HTZ, SONO, OMEX 13F-HR 15 May 2023, 13:59
Q4 2022 10 $105,278,801 +$18,717,428 -$33,296,515 -$14,579,087 ROIV, ABUS, HTZ, META, OMEX 13F-HR 14 Feb 2023, 14:15
Q3 2022 10 $87,130,000 +$25,896,173 -$15,152,742 +$10,743,431 HTZ, ROIV, MTBLY, ABUS, TWTR 13F-HR 14 Nov 2022, 12:32
Q2 2022 8 $67,340,000 +$14,733,278 -$34,234,492 -$19,501,214 HTZ, ROIV, MTBLY, OMEX, AMBC 13F-HR 12 Aug 2022, 11:43
Q1 2022 12 $119,357,000 +$11,351,169 -$9,034,509 +$2,316,660 HTZ, MTBLY, ABUS, OMEX, ROIV 13F-HR 13 May 2022, 13:02
Q4 2021 13 $130,287,000 $0 $0 $0 HTZ, OMEX, SONO, ABUS, ROIV 13F-HR 14 Feb 2022, 12:58