SEC 13F Intelligence

Lion Point Capital, LP / MLYS

Lion Point Capital, LP’s Mineralys Therapeutics Inc Position

Does Lion Point Capital, LP own Mineralys Therapeutics Inc (MLYS)? Yes — 10.5K shares worth $284,445 (+1.70% of its 13F portfolio) as of Q1 2026.

Position Value
$284,445
Q1 2026
Shares
10.5K
% of Portfolio
+1.70%
Quarters Held
9
currently held

Position History MLYS

Reported value by quarter
Q1 ’24: $774,600Q1 ’24Q2 ’24: $924,300Q3 ’24: $956,690Q3 ’24Q4 ’24: $972,490Q1 ’25: $1MQ1 ’25Q2 ’25: $1MQ3 ’25: $1MQ3 ’25Q4 ’25: $381,045Q1 ’26: $284,445Q1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202610.5K$284,445+1.70%
Q4 202510.5K$381,045+1.97%
Q3 202539.0K$1M+8.40%
Q2 202579.0K$1M+7.26%
Q1 202579.0K$1M+8.00%
Q4 202479.0K$972,490+5.09%
Q3 202479.0K$956,690+2.13%
Q2 202479.0K$924,300+1.69%
Q1 202460.0K$774,600+0.43%

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 MLYS.