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Disclosery

STEMPOINT CAPITAL LP: MLYS position timeline

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

STEMPOINT CAPITAL LP held 602,686 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 602,686 shares
    Change vs previous 13F +69,308 shares

    2.81% of the 13F portfolio, value $16,260,468.

    13F-HR 0001420506-26-001687 filed by STEMPOINT CAPITAL 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/A 533,378 shares
    Change vs previous 13F +243,329 shares

    2.78% of the 13F portfolio, value $14,449,210.

    13F-HR/A 0001420506-26-001177 filed by STEMPOINT CAPITAL 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 290,049 shares
    Change vs previous 13F +131,937 shares

    1.81% of the 13F portfolio, value $10,525,878.

    13F-HR 0001420506-26-000490 filed by STEMPOINT CAPITAL LP
    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 158,112 shares
    Change vs previous 13F -473,474 shares

    1.21% of the 13F portfolio, value $5,995,607.

    13F-HR 0001420506-25-003308 filed by STEMPOINT CAPITAL LP
    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 631,586 shares
    Change vs previous 13F +631,586 shares

    2.75% of the 13F portfolio, value $8,551,043.

    13F-HR 0001420506-25-002033 filed by STEMPOINT CAPITAL LP
    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 0 shares
    Change vs previous 13F -400,101 shares

    13F-HR 0001420506-25-001189 filed by STEMPOINT CAPITAL LP
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 400,101 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $4,925,243.

    13F-HR 0001420506-25-000514 filed by STEMPOINT CAPITAL LP
    Filed (acceptance time not in the bulk data set), ingested

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