Two Seas Capital LP - Q12026 Holdings

Two Seas Capital LP holds 40 stocks with a total portfolio value of $ 7.15B as of Q12026. In Q12026, Two Seas Capital LP added 11 new positions, increased stakes in 14 stocks, reduced 12 holdings, and fully exited 3 positions. The largest holding is State Str Spdr S&P 500 Etf T (SPY), representing 58.80% of the total portfolio.