ExodusPoint Capital Management, LP
Position in TWO — Two Harbors Investment Corp.
CIK 1736225
NEW YORK, NY
Position in TWO
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,769,060
+$706,624 QoQ
Shares Held
154,909
+43.9% QoQ
Ownership
0.147%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
5 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in TWO Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026ExodusPoint Capital Management, LP holds $12,504,804 across 8 REIT - Mortgage names. TWO ranks #4 (14.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RITM |
Rithm Capital Corp.
|
476,668 | $4,518,812 | |
| 2 | AGNC |
AGNC Investment Corp.
|
247,619 | $2,483,618 | |
| 3 | KREF |
KKR Real Estate Finance Trust Inc.
|
297,724 | $1,822,070 | |
| 4 | TWO |
Two Harbors Investment Corp.
This page
|
154,909 | $1,769,060 | |
| 5 | IVR |
Invesco Mortgage Capital Inc.
|
124,006 | $1,001,968 | |
| 6 | ORC |
Orchid Island Capital, Inc.
|
57,624 | $405,096 | |
| 7 | DX |
Dynex Capital Inc
|
30,508 | $389,282 | |
| 8 | REFI |
Chicago Atlantic Real Estate Finance, Inc.
|
10,150 | $114,898 |
All Filings in TWO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,769,060 | 154,909 | Shares | Sole | 2026-05-14 | |
| 2025-09-30 | $1,062,436 | 107,643 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $1,976,344 | 147,930 | Shares | Sole | 2025-05-14 | |
| 2024-09-30 | $255,419 | 18,402 | Shares | Sole | 2024-11-12 | |
| 2023-12-31 | $501,396 | 35,994 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||