Two Seas Capital’s Indivior Pharmaceuticals INDV Stock Holding History

Two Seas Capital’s Portfolio INDV Stock Details INDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$143M	Sell	3,479,493 -1,267,017	-27%	-$46M	2.83%	8
2026 Q1	$145M	Sell	4,746,510 -362,688	-7%	-$12M	2.02%	8
2025 Q4	$183M	Sell	5,109,198 -5,394,954	-51%	-$165M	3.78%	5
2025 Q3	$253M	Sell	10,504,152 -903,643	-8%	-$18.9M	4.07%	4
2025 Q2	$168M	Buy	11,407,795 +41,018	+0.4%	+$478K	2.82%	4
2025 Q1	$107M	Sell	11,366,777 -1,090,737	-9%	-$11.5M	3.36%	4
2024 Q4	$155M	Sell	12,457,514 -572,513	-4%	-$5.89M	13.38%	1
2024 Q3	$127M	Buy	13,030,027 +400,001	+3%	+$4.68M	20.58%	1
2024 Q2	$204M	Sell	12,630,026 -620,976	-5%	-$11.2M	33.09%	1
2024 Q1	$284M	Sell	13,251,002 -559,891	-4%	-$10.5M	55.6%	1
2023 Q4	$211M	Buy	13,810,893 +140,581	+1%	+$2.5M	51.5%	1
2023 Q3	$315M	Buy	13,670,312 +1,393	+0%	+$31.8K	63.41%	1
2023 Q2	$325M	Buy	+13,668,919	New	+$313M	71.11%	1

Other funds holding INDV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

OCM

Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

MAP

Madison Avenue Partners New York $2.32B AUM 132.6% 1-Year Est. Return

Two Seas Capital's INDV Position: Q2 2026 in Review

Two Seas Capital reduced its Indivior Pharmaceuticals (INDV) stake by 27% in Q2 2026, selling an estimated $46M and leaving 3,479,493 shares worth $143M. The position accounts for 2.83% of the portfolio, ranked #8.

Two Seas Capital first reported a position in INDV in Q2 2023 and has held it in 13 quarters since. The position peaked at $325M in Q2 2023. 338 funds tracked by Wall St. Rank hold INDV as of Q2 2026.

Two Seas Capital held 3,479,493 shares of Indivior Pharmaceuticals worth $143M as of Q2 2026.
Two Seas Capital sold 1,267,017 Indivior Pharmaceuticals shares in Q2 2026, an estimated $46M.
Indivior Pharmaceuticals made up 2.83% of Two Seas Capital's portfolio in Q2 2026, its #8 holding.
Two Seas Capital first reported a position in Indivior Pharmaceuticals in Q2 2023 and has held it in 13 quarters since.
Two Seas Capital's Indivior Pharmaceuticals position peaked at $325M in Q2 2023.
338 funds tracked by Wall St. Rank held Indivior Pharmaceuticals as of Q2 2026.

Based on Two Seas Capital's 13F filing for Q2 2026, filed 12 Aug 2026.