SCHEDULE Filed 2025-01-17 Event 2025-01-15 SEC 0001011438-25-000035 →

Two Seas Capital LP → INDIVIOR PLC INDV

Stake: 9.60% Shares: 12,007,514 CUSIP: G4766E116 Class: Ordinary Shares, $0.50 nominal value per share

Composite Decision Signal · PASS (LOW BASE-RATE EDGE) Conviction Score: 24/100 · Filer 90d Win Rate: 0% · Hist. 90d Edge: -11.4%

Filer track record (4 filings): 0% 90d win rate, +0.0% 90d edge
High conviction ownership stake (9.6%)
Held by 2 tracked 13F institutional managers
Moderate short days-to-cover (3.4 DTC)

Item 4 — Purpose of Transaction

Not extracted from this filing — typically because it's an amendment (13D/A) and Item 4 is unchanged from the parent filing. Read the raw SEC filing →

Cross-References

Insider Activity (last 365d)

51 transactions

32 buys · 0 sales · 12 awards/exercises

Issuer Cluster

4 13D/G filings on this issuer

3 other filings besides this one

Filer Track Record

4 filings by this filer

3 other filings in the data moat

Short Interest · settle 2026-10-15

DTC 3.38

9,414,157 shares short · -9.6% vs prior

Institutional Consensus · 2025-12-31

Held by elite portfolio managers

2 holders · $106.79M

Point72 Asset MgmtSoros Fund Management

Post-Filing Returns · since 2025-01-15 on INDV

+1 day

0.0%

+5 days

0.0%

+30 days

0.0%

+60 days

0.0%

+90 days

0.0%

+180 days

0.0%

Anchor price 40.83 on closest trading day on/after 2025-01-15. Source: Yahoo Finance daily adj_close (split + dividend adjusted).

Form 4 Insider Transactions · last 365d

Date	Insider	Role	Type	Shares	Price	Value
2026-05-13	Humphreys Keith	director	Award	6,518	—	—
2026-05-13	Kingsley Stuart A	director	Award	6,518	—	—
2026-05-13	NINIVAGGI DANIEL A	director	Award	6,518	—	—
2026-05-13	Ryan Barbara	director	Award	6,518	—	—
2026-05-13	Stejbach Mark	director	Award	6,518	—	—
2026-05-13	Wheadon David E.	director	Award	10,430	—	—
2026-05-13	Thompson Juliet	director	Award	6,518	—	—
2026-05-12	Thompson Juliet	director	F	1,117	$38.28	$43K
2026-03-14	Preblick Ryan	officer	Option exercise	6,302	—	—
2026-03-14	Preblick Ryan	officer	F	2,843	$31.11	$88K
2026-03-14	Preblick Ryan	officer	Option exercise	6,302	—	—
2026-03-13	Ryan Barbara	director	Buy	8	$31.09	$249
2026-03-09	Ryan Barbara	director	Buy	31	$32.56	$1K
2026-03-06	Kingsley Stuart A	director	Buy	940	$31.86	$30K
2026-03-03	Anderson Woodrow D	officer	Option exercise	18,364	—	—
2026-03-03	Preblick Ryan	officer	F	87,597	$31.98	$2.80M
2026-03-03	Burris Jeffrey W	officer	Option exercise	79,893	—	—
2026-03-03	Heidbreder Christian	officer	Option exercise	101,544	—	—
2026-03-03	Burris Jeffrey W	officer	F	36,032	$31.98	$1.15M
2026-03-03	Burris Jeffrey W	officer	Option exercise	104,300	—	—
2026-03-03	Anderson Woodrow D	officer	F	8,283	$31.98	$265K
2026-03-03	Anderson Woodrow D	officer	Option exercise	5,946	—	—
2026-03-03	Anderson Woodrow D	officer	F	2,682	$31.98	$86K
2026-03-03	Anderson Woodrow D	officer	Option exercise	23,975	—	—
2026-03-03	Anderson Woodrow D	officer	Option exercise	5,946	—	—

Showing 25 of 51

Other 13D/G Filings on INDIVIOR PLC

Filed	Form	Filer	Stake	Shares
2026-08-13	SCHEDULE 13D/A	Oaktree Capital Holdings, LLC	—	385,037	view →
2025-03-04	SCHEDULE	Two Seas Capital LP	9.30%	11,579,819	view →
2025-03-04	SCHEDULE	Oaktree Capital Holdings, LLC	8.60%	10,715,891	view →

Other Filings by Two Seas Capital LP

Filed	Form	Issuer	Stake	Shares
2026-04-13	SCHEDULE 13D	ODYSSEY MARINE EXPLORATION INC OMEX	9.99%	5,857,448	view →
2026-01-20	SCHEDULE	Core Scientific, Inc./tx CORZZ	7.20%	22,472,467	view →
2025-03-04	SCHEDULE	INDIVIOR PLC INDV	9.30%	11,579,819	view →

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