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Letko, Brosseau & Associates’s Mineralys Therapeutics MLYS Stock Holding History

Letko, Brosseau & Associates’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
2025
Q4 		– Sell
-5,475
Closed -$208K – 104
2025
Q3 		$208K Sell
5,475
-11,025
-67% -$238K ﹤0.01% 89
2025
Q2 		$223K Hold
16,500
– – ﹤0.01% 86
2025
Q1 		$262K Hold
16,500
– – 0.01% 78
2024
Q4 		$203K Buy
16,500
+5,100
+45% +$66.7K ﹤0.01% 93
2024
Q3 		$138K Hold
11,400
– – ﹤0.01% 96
2024
Q2 		$133K Hold
11,400
– – ﹤0.01% 99
2024
Q1 		$147K Hold
11,400
– – ﹤0.01% 98
2023
Q4 		$98K Hold
11,400
– – ﹤0.01% 93
2023
Q3 		$108K Hold
11,400
– – ﹤0.01% 93
2023
Q2 		$194K Buy
+11,400
New +$170K ﹤0.01% 88

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return

Letko, Brosseau & Associates's MLYS Position: Q4 2025 in Review

Letko, Brosseau & Associates sold out of Mineralys Therapeutics (MLYS) in Q4 2025, closing a stake of 5,475 shares — an estimated $208K sold.

Letko, Brosseau & Associates first reported a position in MLYS in Q2 2023 and held it in 10 quarters. The position peaked at $262K in Q1 2025. 223 funds tracked by Wall St. Rank hold MLYS as of Q4 2025.

  • Letko, Brosseau & Associates reported no remaining Mineralys Therapeutics position as of Q4 2025 after selling out during the quarter.
  • Letko, Brosseau & Associates sold 5,475 Mineralys Therapeutics shares in Q4 2025, an estimated $208K.
  • Letko, Brosseau & Associates first reported a position in Mineralys Therapeutics in Q2 2023 and held it in 10 quarters.
  • Letko, Brosseau & Associates's Mineralys Therapeutics position peaked at $262K in Q1 2025.
  • 223 funds tracked by Wall St. Rank held Mineralys Therapeutics as of Q4 2025.

Based on Letko, Brosseau & Associates's 13F filing for Q4 2025, filed 11 Feb 2026.