Louis Moore Bacon's MLYS Position Overview
Louis Moore Bacon (via Moore Capital Management, Lp) currently holds 60,000 shares of Mineralys Therapeutics, Inc. (MLYS) worth $2.18 M, representing 0.03% of the portfolio. First purchased in 2025-Q3, this recently established position has been held for 2 quarters.
Based on recent 13F filings, Louis Moore Bacon has initiated a new position in MLYS, representing a fresh investment thesis on this company. Largest reduction occurred in Q4 2025, reducing 105,000 shares.
Analysis based on 13F filings available since 2013 Q2
Louis Moore Bacon's Mineralys Therapeutics (MLYS) Holding Value Over Time
Track share changes against reported price movement
Quarterly Mineralys Therapeutics (MLYS) Trades by Louis Moore Bacon
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -105,000 | Reduce 63.64% | 60,000 | $36.29 |
| Q3 2025 | +165,000 | New Buy | 165,000 | $37.92 |
Louis Moore Bacon's Mineralys Therapeutics Investment FAQs
Louis Moore Bacon first purchased Mineralys Therapeutics, Inc. (MLYS) in Q3 2025, acquiring 165,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Louis Moore Bacon has held Mineralys Therapeutics, Inc. (MLYS) for 2 quarters since Q3 2025.
Louis Moore Bacon's largest addition to Mineralys Therapeutics, Inc. (MLYS) was in Q3 2025, adding 165,000 shares worth $6.26 M.
According to the latest 13F filing for Q4 2025, Louis Moore Bacon's firm, Moore Capital Management, Lp, owns 60,000 shares of Mineralys Therapeutics, Inc. (MLYS), valued at approximately $2.18 M.
As of the Q4 2025 filing, Mineralys Therapeutics, Inc. (MLYS) represents approximately 0.03% of Louis Moore Bacon's publicly disclosed stock portfolio, making it one of their key holdings.
Louis Moore Bacon's peak holding in Mineralys Therapeutics, Inc. (MLYS) was 165,000 shares, as reported at the end of Q3 2025.