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Disclosery

Pale Fire Capital: MLYS position timeline

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

Pale Fire Capital held 614,284 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 614,284 shares
    Change vs previous 13F +248,658 shares

    1.18% of the 13F portfolio, value $16,573,382.

    13F-HR 0000921895-26-002114 filed by Pale Fire Capital SE
    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 365,626 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $9,904,808.

    13F-HR 0000921895-26-001322 filed by Pale Fire Capital SE
    Filed (acceptance time not in the bulk data set), ingested

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