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22NW LP’s Mineralys Therapeutics MLYS Stock Holding History

22NW LP’s Portfolio MLYS Stock Details MLYS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$12M Buy
444,325
+86,000
+24% +$2.52M 8.25% 5
2025
Q4 		$13M Hold
358,325
– – 5.47% 6
2025
Q3 		$13.6M Sell
358,325
-201,717
-36% -$4.36M 6.4% 6
2025
Q2 		$7.58M Buy
560,042
+98,698
+21% +$1.43M 4.77% 7
2025
Q1 		$7.33M Buy
+461,344
New +$5.31M 4.91% 7

Other funds holding MLYS

CP
Catalys Pacific Tokyo, Japan $231M AUM 83.19% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
SB
Samsara BioCapital Palo Alto, California $1.03B AUM 214.94% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CP
Caligan Partners New York $1.5B AUM 518.95% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return

22NW LP's MLYS Position: Q1 2026 in Review

22NW LP increased its Mineralys Therapeutics (MLYS) stake by 24% in Q1 2026, buying an estimated $2.52M and bringing the position to 444,325 shares worth $12M. The position accounts for 8.25% of the portfolio, ranked #5.

22NW LP first reported a position in MLYS in Q1 2025 and has held it in 5 quarters since. The position peaked at $13.6M in Q3 2025. 214 funds tracked by Wall St. Rank hold MLYS as of Q1 2026.

  • 22NW LP held 444,325 shares of Mineralys Therapeutics worth $12M as of Q1 2026.
  • 22NW LP bought 86,000 Mineralys Therapeutics shares in Q1 2026, an estimated $2.52M.
  • Mineralys Therapeutics made up 8.25% of 22NW LP's portfolio in Q1 2026, its #5 holding.
  • 22NW LP first reported a position in Mineralys Therapeutics in Q1 2025 and has held it in 5 quarters since.
  • 22NW LP's Mineralys Therapeutics position peaked at $13.6M in Q3 2025.
  • 214 funds tracked by Wall St. Rank held Mineralys Therapeutics as of Q1 2026.

Based on 22NW LP's 13F filing for Q1 2026, filed 15 May 2026.