StockDriftsStockDriftsTop 27 Two Seas Capital Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CORZ | CORE SCIENTIFIC INC NEW | 14.51% | 17.01M | $247.7M | +10.72%(+1.65M) | $13.01(+46.64%) | 2025-12-31 | |
| ROIV | ROIVANT SCIENCES LTD | 12.45% | 9.79M | $212.5M | -16.69%(-1.96M) | $7.81(+276.53%) | 2025-12-31 | |
| INDV | INDIVIOR PLC | 10.74% | 5.11M | $183.3M | -51.36%(-5.39M) | $20.37(+59.65%) | 2025-12-31 | |
| TLN | TALEN ENERGY CORP | 8.61% | 392.0K | $146.9M | +46.87%(+125.09K) | $210.06(+68.19%) | 2025-12-31 | |
| CLMT | CALUMET INC | 8.12% | 6.98M | $138.6M | +21.27%(+1.22M) | $17.44(+83.52%) | 2025-12-31 | |
| SHC | SOTERA HEALTH CO | 4.56% | 4.41M | $77.8M | +30.80%(+1.04M) | $14.76(+8.62%) | 2025-12-31 | |
| TDAY | USA TODAY CO INC | 4.39% | 14.55M | $74.9M | +2.62%(+372.00K) | $3.63(+104.04%) | 2025-12-31 | |
| FSLR | FIRST SOLAR INC | 4.35% | 284.3K | $74.3M | -16.56%(-56.43K) | $191.67(+1.84%) | 2025-12-31 | |
| IMVT | IMMUNOVANT INC | 4.27% | 2.87M | $72.9M | +3.80%(+104.92K) | $23.79(+15.32%) | 2025-12-31 | |
| ABUS | ARBUTUS BIOPHARMA CORP | 3.55% | 12.59M | $60.6M | +14.54%(+1.60M) | $3.12(+43.55%) | 2025-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +27.20% | +105.78% |
| Top 20 Holdings Unweighted | +43.31% | +194.34% |
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