What smart money is saying about Two Harbors
TWO
No fund has written a full thesis on Two Harbors in our archive, but 2 fund letters report a position in it — most recently NexPoint Merger Arbitrage Fund in June 2026.
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2
Reported positions
1
Bought
0
Sold
2
Letters
Position history
Between Q4 2025 and Q2 2026, 2 fund letters reported a position in Two Harbors — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 0 | 0 |
| Q4 2025 | 1 | 1 | 0 | 0 |
Fund activity · 2 positions · 1 move
- HoldsNexPoint Merger Arbitrage FundJune 2026
“Two Harbors entered 2026 under an all-stock merger agreement with UWM Holdings, announced in December 2025.”
Two Harbors - New positionAppleseedNovember 2025
“Appleseed Fund added a number of new names to the portfolio in the past twelve months, including Conagra (CAG), Chemours (CC), Easterly Government Properties (DEA), Diana Shipping (DSX), GXO Logistics (GXO), Lululemon (LULU), Standard Chartered (STAN-GB), Two Harbors (TWO), NICE Ltd. (NICE), and Wal-Mart de Mexico (WMMVY).”
Two Harbors
Read the letters behind these Two Harbors positions
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