Two Seas Capital LP Q3 2022 Filing

Filed November 14, 2022

Portfolio Value

$109.5B

Holdings

12

Report Date

Q3 2022

Filing Type

13F-HR

All Holdings (12 positions)

#StockSharesValue% PortfolioType
1
HTZHERTZ GLOBAL HLDGS INC
1,229,426$20.0B18.28%
2
ROIVROIVANT SCIENCES LTD
5,869,690$18.9B17.26%
3
MTBLYRENREN INC
502,925$14.9B13.60%
4
SPYSPDR S&P 500 ETF TR
36,000$12.9B11.74%Put
5
I9DNARBUTUS BIOPHARMA CORP
5,653,917$10.8B9.86%
6
TWTRUSDTWITTER INC
235,494$10.3B9.43%
7
EFAISHARES TR
170,000$9.5B8.70%Put
8
OMEXODYSSEY MARINE EXPL INC
1,371,874$4.3B3.88%
9
OSGAMBAC FINL GROUP INC
325,526$4.2B3.79%
10
SONOSONOS INC
244,438$3.4B3.10%
11
HTZWWHERTZ GLOBAL HLDGS INC
40,402$356.0M0.33%
12
ROIVROIVANT SCIENCES LTD
111,509$43.0M0.04%