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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
Q2 		$3.07M Sell
113,840
-330,485
-74% -$9.07M 2.93% 10
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 $229M AUM 100.3% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SB
Samsara BioCapital Palo Alto, California $1.22B AUM 242.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LCM
Laurion Capital Management New York $3.9B AUM 75.03% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

22NW LP's MLYS Position: Q2 2026 in Review

22NW LP reduced its Mineralys Therapeutics (MLYS) stake by 74% in Q2 2026, selling an estimated $9.07M and leaving 113,840 shares worth $3.07M. The position accounts for 2.93% of the portfolio, ranked #10.

22NW LP first reported a position in MLYS in Q1 2025 and has held it in 6 quarters since. The position peaked at $13.6M in Q3 2025. 226 funds tracked by Wall St. Rank hold MLYS as of Q2 2026.

  • 22NW LP held 113,840 shares of Mineralys Therapeutics worth $3.07M as of Q2 2026.
  • 22NW LP sold 330,485 Mineralys Therapeutics shares in Q2 2026, an estimated $9.07M.
  • Mineralys Therapeutics made up 2.93% of 22NW LP's portfolio in Q2 2026, its #10 holding.
  • 22NW LP first reported a position in Mineralys Therapeutics in Q1 2025 and has held it in 6 quarters since.
  • 22NW LP's Mineralys Therapeutics position peaked at $13.6M in Q3 2025.
  • 226 funds tracked by Wall St. Rank held Mineralys Therapeutics as of Q2 2026.

Based on 22NW LP's 13F filing for Q2 2026, filed 14 Aug 2026.