Two Seas Capital LP - Q42025 Holdings

Two Seas Capital LP holds 32 stocks with a total portfolio value of $ 4.85B as of Q42025. In Q42025, Two Seas Capital LP added 3 new positions, increased stakes in 15 stocks, reduced 11 holdings, and fully exited 6 positions. The largest holding is Spdr S&P 500 Etf Tr (SPY), representing 52.08% of the total portfolio.