Institution · disclosed-activity record

Two Seas Capital LP

5%+ holder (13G) — increased stake

Every row below is a public disclosure this person or firm filed, dated and linked to its source. This is a factual record of what was disclosed and when — what it means, and whether any timing is coincidence or signal, is a judgment this page deliberately does not make.

Bullish filings

Bearish filings

Names touched

Disclosed $ (bull / bear)

size unknown / —

Most active in: NKTR (2) · OMEX (1)

Disclosures, last 12 months

3 of 3 · linked to source

Date	Name	What	Disclosed $	Receipt
2026-09-28	NKTR	increased its stake (13D/G amendment)	—	SEC ↗
2026-04-17	NKTR	disclosed a passive stake (13G)	—	SEC ↗
2026-04-13	OMEX	disclosed an activist stake (13D)	—	SEC ↗

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Public filings only, shown as filed; the linked filing is the authoritative record. Descriptive, not investment advice — and never an allegation: proximity of a disclosure to any event is a fact of dates, not a conclusion about intent. Methodology · Today's notable signals