Ownership history in Lion Point Capital, LP Β· 11 quarters on record
This page tracks every 13F SEC filing in which Lion Point Capital, LP reported a position in SYNDAX PHARMACEUTICALS INC (SNDX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Lion Point Capital, LP underperformed the S&P 500 by β0.7% annually on this SNDX position. Timing score: 25% (1/4 decisions correct). Average cost basis: $21.20. Maximum drawdown during holding period: β60.7%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
10 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
1 of 4 add/trim decisions correct
Best entry: $13.22 (2024 Q4) Β· Worst: $23.80 (2024 Q1)
πͺ Held through 2 major drawdowns (>20%).
3 adds Β· 2 trims. Bought during 1 of 6 down-price quarters. π More buys than sells across the holding period.
π Lion Point Capital, LP has been actively increasing its SNDX allocation β a bullish signal from insiders.
Currently 3.91% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size