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MONTANOVA CAPITAL, LLC: MLYS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MONTANOVA CAPITAL, LLC on MLYS, newest first. How the timeline and the estimate are built.

MONTANOVA CAPITAL, LLC held 173,886 MLYS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 173,886 shares
    Change vs previous 13F -1,364,776 shares

    0.1% of the 13F portfolio, value $4,691,444.

    13F-HR 0001172661-26-003727 filed by MONTANOVA CAPITAL, LLC
    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 1,538,662 shares
    Change vs previous 13F 0 shares

    1.13% of the 13F portfolio, value $41,682,354.

    13F-HR 0001172661-26-002340 filed by MONTANOVA CAPITAL, LLC
    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 1,538,662 shares
    Change vs previous 13F -593,471 shares

    1.39% of the 13F portfolio, value $55,838,044.

    13F-HR 0001172661-26-001088 filed by MONTANOVA CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 2,132,133 shares
    Change vs previous 13F +387,641 shares

    2.45% of the 13F portfolio, value $80,850,483.

    13F-HR 0001172661-25-004838 filed by MONTANOVA CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 1,744,492 shares
    Change vs previous 13F +76,733 shares

    0.89% of the 13F portfolio, value $23,602,977.

    13F-HR 0001172661-25-003289 filed by MONTANOVA CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 1,667,759 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $26,484,013.

    13F-HR 0001172661-25-002306 filed by MONTANOVA CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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