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Fund moves

Mineralys Therapeutics (MLYS)Montanova Capital, LLC reduced its stake -1.36M shares

Montanova Capital, LLC reduced its stake in Mineralys Therapeutics, per its Q2 2026 13F.

174K
Shares reported · -1.36M vs prior quarter
0.09%
Disclosed portfolio weight
$4.69M
Reported value
Holdings as of
Jun 30, 2026
Filed
Aug 14, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

  1. Aug 5, 2026Company filing · Form 8-K · Results, Executive changeChanged a top executive or board member, and reported its results“On August 5, 2026, the Company’s Board of Directors (the Board) appointed James J. Ferguson III, M.D., as the Company’s new Chief Medical Officer, effective August 10, 2026, replacing David Rodman, M.D., who remains with the Company on a full-time basis as a Strategic Advisor.”

What came next

  1. Sep 22, 2026InsiderDirector sold ~$3.01M of MLYS shares in the open market
  2. Sep 30, 2026Insider · Their largest sale since 2024CEO sold ~$1.91M of MLYS shares in the open market
View the official recordSEC Form 13F-HR

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for Mineralys Therapeutics

For Mineralys Therapeutics, OQRO holds 2 insider filings (SEC Form 4 or Form 144) and 3 fund holdings reports (13F) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its MLYS page.

How this filing works

Other disclosures at Mineralys Therapeutics

Everything OQRO holds on this company is on its MLYS page.

This is one filing. OQRO holds the rest

Insider trades filed with the SEC, stock trades disclosed by members of Congress, fund holdings from 13F filings and federal contract awards, each one in plain words next to its official filing. On this page it opens why the trade stands out, what the company did around that time, the price since, and every field of the form.

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OQRO describes public disclosures and context calculated from them. It does not give personalized advice and does not recommend any transaction. How OQRO treats data