What hedge funds are most similar to Two Seas Capital LP?

The funds with the most similar 13F portfolios to Two Seas Capital LP are Clearline, P SCHOENFELD ASSET, Beartown, based on overlapping conviction holdings in the latest SEC filings.

How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Two Seas

13F Portfolio OverlapQ2 2026Two Seas portfolio →

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Most similar hedge funds by 13F overlap

Two Seas Capital LP is an institutional investor managing $5.0B across 47 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Two Seas are Clearline, P SCHOENFELD ASSET, Beartown, with shared positions in $CORZ, $TLN, $VST, $FTAI, $GLNG, $SHAZ. The full ranking of 25 similar funds is below.

#1Clearline Capital LPActive

Notable overlap · 9 shared positions

$CORZ $TLN $VST $FTAI $GLNG $SHAZ

$1.7B

102 positions

#2P SCHOENFELD ASSET MANAGEMENT LPActive

Notable overlap · 5 shared positions

$TLN $CORZ $WULF $TDAY $BTDR

$244M

34 positions

#3Beartown Capital Management, LLCActive

Notable overlap · 9 shared positions

$CORZ $WULF $BTDR $ECHO $SHAZ $ABVX

$227M

41 positions

#4OnyxPoint Global Management LPActive

Notable overlap · 3 shared positions

$CORZ $TLN $WULF

$439M

34 positions

#5SCOGGIN MANAGEMENT LPActive

Notable overlap · 7 shared positions

$CORZ $WULF $SHAZ $ECHO $BTDR $HUT

$935M

69 positions

#6Alta Fundamental Advisers LLCActive

Notable overlap · 3 shared positions

$CORZ $INDV $TDAY

$333M

26 positions

#7Whitefort Capital Management, LPActive

Notable overlap · 4 shared positions

$ROIV $TDAY $ABUS $SOC

$406M

19 positions

#8Deltroit Asset Management (UK) LLPActive

Notable overlap · 5 shared positions

$TLN $CORZ $FTAI $BTDR $ABUS

$695M

34 positions

#9Rubric Capital Management LPActive

Notable overlap · 5 shared positions

$TLN $GLNG $VST $FTAI $ROIV

$10.9B

87 positions

#10Sachem Head Capital Management LPActive

Notable overlap · 4 shared positions

$TLN $SHC $GLNG $BTDR

$4.8B

19 positions

#11Ripple Effect Asset Management LPActive

Notable overlap · 6 shared positions

$TLN $WULF $VST $CIFR $HUT $SPCX

$431M

24 positions

#12ADAR1 Capital Management, LLCActive

Notable overlap · 5 shared positions

$ROIV $IMVT $ABVX $NKTR $QURE

$2.2B

277 positions

#13Skaana Management L.P.Active

Notable overlap · 4 shared positions

$CORZ $BTDR $CIFR $CRWV

$465M

173 positions

#14GARNET EQUITY CAPITAL HOLDINGS, INC.Active

Notable overlap · 5 shared positions

$TLN $GLNG $FTAI $CLMT $ECHO

$530M

29 positions

#15OAKTREE CAPITAL MANAGEMENT LPActive

Notable overlap · 4 shared positions

$CORZ $INDV $TLN $ECHO

$7.2B

145 positions

#16Northern Right Capital Management, L.P.Active

Notable overlap · 5 shared positions

$CORZ $WULF $FTAI $ECHO $HUT

$337M

27 positions

#17Engle Capital Management, L.P.Active

Notable overlap · 4 shared positions

$TLN $WULF $CIFR $HUT

$364M

20 positions

#18Creek Drive Management Group LLCActive

Notable overlap · 4 shared positions

$NKTR $ABVX $QURE $CORZ

$206M

48 positions

#19Feynman Point Asset Management LLCActive

Notable overlap · 6 shared positions

$SHAZ $TLN $CIFR $CORZ $SPCX $IREN

$55M

28 positions

#20Goodlander Investment Management, LLCActive

Notable overlap · 3 shared positions

$CORZ $WULF $DAR

$331M

15 positions

#21DG Capital Management, LLCActive

Notable overlap · 4 shared positions

$TLN $GLNG $ABVX $XE

$475M

27 positions

#22Philosophy Capital Management LLCActive

Notable overlap · 4 shared positions

$TDAY $GLNG $TLN $VST

$2.1B

46 positions

#23Yaupon Capital Management LPActive

Notable overlap · 4 shared positions

$FSLR $TLN $VST $HUT

$5.1B

124 positions

#24BLUE JEAN FINANCIAL LLCPassive

Notable overlap · 4 shared positions

$FSLR $CORZ $FTAI $IREN

$144M

70 positions

#25Avala Global LPActive

Notable overlap · 5 shared positions

$CORZ $CIFR $BTDR $SPCX $HUT

$2.7B

30 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.