13F HOLDINGS REPORT
Twin Securities, Inc.
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001172661-25-005055
Total Value
$201.2M
Positions
15
Other Managers
0
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VERONA PHARMA PLC | 925050106 | 501,113 | $53.5M | 26.58% |
| 2 | KELLANOVA | BEKE | 553,655 | $45.4M | 22.57% |
| 3 | MERUS N V | N5749R100 | 310,263 | $29.2M | 14.52% |
| 4 | MR COOPER GROUP INC | 62482R107 | 122,358 | $25.8M | 12.82% |
| 5 | CYBERARK SOFTWARE LTD | M2682V108 | 46,813 | $22.6M | 11.24% |
| 6 | SPIRIT AEROSYSTEMS HLDGS INC | 848574109 | 258,381 | $10.0M | 4.96% |
| 7 | SURGERY PARTNERS INC | SGRY | 142,872 | $3.1M | 1.54% |
| 8 | WNS HLDGS LTD | G98196101 | 32,814 | $2.5M | 1.24% |
| 9 | WARNER BROS DISCOVERY INC | WBD | 127,717 | $2.5M | 1.24% |
| 10 | ACUREN CORP | TICAW | 123,056 | $1.6M | 0.81% |
| 11 | BOEING CO | BA-PA | 7,400 | $1.6M | 0.79% |
| 12 | TOURMALINE BIO INC | 89157D105 | 33,301 | $1.6M | 0.79% |
| 13 | WARNER BROS DISCOVERY INC | WBD | 58,000 | $1.1M | 0.56% |
| 14 | PLYMOUTH INDL REIT INC | 729640102 | 20,146 | $449,860 | 0.22% |
| 15 | MANCHESTER UTD PLC NEW | G5784H106 | 14,763 | $223,512 | 0.11% |