Twin Securities, Inc. 13F Holdings

CIK 0001351351

As of Sep 30, 2025, Twin Securities, Inc. reported 14 positions worth $201.2M in its SEC Form 13F filing.

Top 14 holdings

SecurityTickerSectorSharesValue% of portfolio
VERONA PHARMA PLCVRNAHealthcare501,113$53.5M26.58%
KELLANOVAKConsumer Defensive553,655$45.4M22.57%
MERUS NVMRUSHealthcare310,263$29.2M14.52%
MR COOPER GROUP INCCOOPFinancial Services122,358$25.8M12.82%
CYBERARK SOFTWARE LTDCYBRTechnology46,813$22.6M11.24%
SPIRIT AEROSYSTEMS HOLDINGS INCSPRIndustrials258,381 0.0M4.96%
WARNER BROS DISCOVERY INCWBDCommunication Services185,717$3.6M1.80%
SURGERY PARTNERS INCSGRYHealthcare142,872$3.1M1.54%
WNS (HOLDINGS) LTDWNSTechnology32,814$2.5M1.24%
TIC SOLUTIONS INCTICIndustrials123,056 .6M0.81%
BOEING COBAIndustrials7,400 .6M0.79%
TOURMALINE BIO INCTRMLHealthcare33,301 .6M0.79%
PLYMOUTH INDUSTRIAL REIT INCPLYMReal Estate20,146$449.9K0.22%
MANCHESTER UNITED PLCMANUCommunication Services14,763$223.5K0.11%