TSC
AVDL

Two Seas Capital’s Avadel Pharmaceuticals AVDL Stock Holding History

Two Seas Capital’s Portfolio AVDL Stock Details AVDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-5,369,082
Closed -$82M – 40
2025
Q3 		$82M Sell
5,369,082
-785,992
-13% -$10.2M 1.32% 9
2025
Q2 		$54.5M Buy
6,155,074
+1,208,625
+24% +$10.6M 0.91% 11
2025
Q1 		$38.7M Buy
4,946,449
+650,000
+15% +$5.44M 1.22% 9
2024
Q4 		$45.2M Buy
4,296,449
+2,042,669
+91% +$24.8M 3.9% 9
2024
Q3 		$29.6M Buy
2,253,780
+138,501
+7% +$2.11M 4.79% 7
2024
Q2 		$29.7M Buy
2,115,279
+1,797,039
+565% +$29.3M 4.83% 5
2024
Q1 		$5.38M Buy
+318,240
New +$4.74M 1.05% 12

Other funds holding AVDL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GJL
Gendell Jeffrey L $11.3B AUM 163.06% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $9.54B AUM 55.06% 1-Year Est. Return
TAL
TIG Advisors LLC New York $2.26B AUM 81.38% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
VC
Vivo Capital Palo Alto, California $1.1B AUM 799.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Seas Capital's AVDL Position: Q4 2025 in Review

Two Seas Capital sold out of Avadel Pharmaceuticals (AVDL) in Q4 2025, closing a stake of 5,369,082 shares — an estimated $82M sold.

Two Seas Capital first reported a position in AVDL in Q1 2024 and held it in 7 quarters. The position peaked at $82M in Q3 2025. 207 funds tracked by Wall St. Rank hold AVDL as of Q4 2025.

  • Two Seas Capital reported no remaining Avadel Pharmaceuticals position as of Q4 2025 after selling out during the quarter.
  • Two Seas Capital sold 5,369,082 Avadel Pharmaceuticals shares in Q4 2025, an estimated $82M.
  • Two Seas Capital first reported a position in Avadel Pharmaceuticals in Q1 2024 and held it in 7 quarters.
  • Two Seas Capital's Avadel Pharmaceuticals position peaked at $82M in Q3 2025.
  • 207 funds tracked by Wall St. Rank held Avadel Pharmaceuticals as of Q4 2025.

Based on Two Seas Capital's 13F filing for Q4 2025, filed 11 Feb 2026.