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Disclosery

Davern Capital Partners, LP: MLYS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Davern Capital Partners, LP on MLYS, newest first. How the timeline and the estimate are built.

Davern Capital Partners, LP held 858,753 MLYS shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 858,753 shares
    Change vs previous 13F +411,600 shares

    3.95% of the 13F portfolio, value $23,169,156.

    13F-HR 0000905148-26-003614 filed by Davern Capital Partners, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 447,153 shares
    Change vs previous 13F +236,505 shares

    3.32% of the 13F portfolio, value $12,113,375.

    13F-HR 0000905148-26-002267 filed by Davern Capital Partners, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 210,648 shares
    Change vs previous 13F not available

    2.47% of the 13F portfolio, value $7,644,416.

    13F-HR 0000905148-26-000704 filed by Davern Capital Partners, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).