22NW, LP

Position in MLYS — Mineralys Therapeutics, Inc.

CIK 1694297 SEATTLE, WA

Position in MLYS

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$3,071,403

-$8,965,361 QoQ

Shares Held

113,840

-74.4% QoQ

Ownership

0.129%

of shares outstanding

% of Portfolio

2.93%

of 13F equity value

Holder Rank

#79

of 226 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

22NW, LP holds $35,373,962 across 5 Biotechnology names. MLYS ranks #4 (8.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NKTR	Nektar Therapeutics	281,115	$19,624,638
2	RGNX	REGENXBIO Inc.	492,759	$5,903,252
3	RZLT	Rezolute, Inc.	820,653	$4,267,395
4	MLYS	Mineralys Therapeutics, Inc. This page	113,840	$3,071,403
5	ELDN	Eledon Pharmaceuticals, Inc.	636,364	$2,507,274

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,071,403	113,840	-74.4%	Shares	Sole	2026-08-14
2026-03-31	$12,036,764	444,325	+24.0%	Shares	Sole	2026-05-15
2025-12-31	$13,003,614	358,325	0.0%	Shares	Sole	2026-02-13
2025-09-30	$13,587,684	358,325	-36.0%	Shares	Sole	2025-11-14
2025-06-30	$7,577,368	560,042	+21.4%	Shares	Sole	2025-08-14
2025-03-31	$7,326,142	461,344	—	Shares	Sole	2025-05-14
No filing history on record for this holder in this stock.