Two Seas Capital LP Portfolio Holdings
Two Seas Capital LP
- $5.37 Billion
- Q2 2025
Two Seas Capital LP has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $5.37 Billion distributed in 45 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Roivant Sciences Ltd. with a value of $119M, Immunovant, Inc. with a value of $62M, Vistra Corp. with a value of $44.8M, Sotera Health CO with a value of $44.7M, and Gannett Co., Inc. with a value of $40.2M.
Examining the 13F form we can see an increase of $2.59B in the current position value, from $2.78B to 5.37B.
Two Seas Capital LP is based out at Rye, NY
Below you can find more details about Two Seas Capital LP portfolio as well as his latest detailed transactions.
Portfolio value
$5.37 Billion
ETFs: $4.29 Billion
Technology: $492 Million
Healthcare: $380 Million
Utilities: $62.6 Million
Financial Services: $52.9 Million
Communication Services: $51.3 Million
Energy: $37.5 Million
Industrials: $1.69 Million
Other: $0