SEC 13F Intelligence

Lion Point Capital, LP / IRON

Lion Point Capital, LP’s Disc Medicine Inc Position

Does Lion Point Capital, LP own Disc Medicine Inc (IRON)? Yes — 8.1K shares worth $517,914 (+3.10% of its 13F portfolio) as of Q1 2026.

Position Value
$517,914
Q1 2026
Shares
8.1K
% of Portfolio
+3.10%
Quarters Held
7
currently held

Position History IRON

Reported value by quarter
Q3 ’24: $378,378Q3 ’24Q4 ’24: $672,040Q4 ’24Q1 ’25: $526,184Q1 ’25Q2 ’25: $561,376Q2 ’25Q3 ’25: $700,448Q3 ’25Q4 ’25: $643,221Q4 ’25Q1 ’26: $517,914Q1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20268.1K$517,914+3.10%
Q4 20258.1K$643,221+3.33%
Q3 202510.6K$700,448+3.98%
Q2 202510.6K$561,376+3.81%
Q1 202510.6K$526,184+3.36%
Q4 202410.6K$672,040+3.52%
Q3 20247.7K$378,378+0.84%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lion Point Capital, LP’s full portfolio or all institutional holders of IRON.