Lion Point Capital, LP SNDX SYNDAX PHARMACEUTICALS INC

Ownership history in Lion Point Capital, LP  ·  11 quarters on record

AI Ownership Summary

Lion Point Capital, LP reported SYNDAX PHARMACEUTICALS INC (SNDX) in 11 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 4.81% in 2025 Q3. The latest visible filing shows SNDX at 3.91% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SNDX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Lion Point Capital, LP's position in SYNDAX PHARMACEUTICALS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SNDX was reported at 3.91% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.81% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Lion Point Capital, LP held SNDX — position size vs. price
% of Fund (quarterly)    SNDX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 34.5% +11.2% 36,000 -19,000 -34.5% 3.91% $756K 2026-02-14 (Est.) $20.48
2025 Q3 UNCHANGED 55,000 0% 4.81% $846K 2025-11-14 $16.62
2025 Q2 UNCHANGED 55,000 0% 3.50% $515K 2025-08-14 $14.73
2025 Q1 UNCHANGED 55,000 0% 4.31% $676K 2025-05-15 $8.95
2024 Q4 ADDED 55,000 +8,800 +19.0% 3.81% $727K 2025-02-14 $14.92
2024 Q3 REDUCED 28.9% -35.0% 46,200 -18,800 -28.9% 1.98% $889K 2024-11-14 $16.79
2024 Q2 UNCHANGED 65,000 0% 2.43% $1.3M 2024-08-14 $19.58
2024 Q1 ADDED 65,000 +30,500 +88.4% 0.86% $1.5M 2024-05-15 $21.94
2023 Q4 UNCHANGED 34,500 0% 0.37% $746K 2024-02-14 $21.99
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Lion Point Capital, LP and SNDX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Lion Point Capital, LP reported owning SNDX?

Lion Point Capital, LP reported SNDX across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SNDX position in Lion Point Capital, LP's portfolio?

The largest reported portfolio weight for SNDX was 4.81% in 2025 Q3.

What is the latest reported SNDX position on this page?

The most recent filing on this page is 2025 Q4, when Lion Point Capital, LP reported 36,000 shares, equal to 3.91% of portfolio, with an estimated market value of $756K.

What does the chart on this SNDX ownership page compare?

The chart compares Lion Point Capital, LP's quarterly SNDX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Lion Point Capital, LP time their SNDX position?

Based on 13F filing dates vs. subsequent SNDX price moves, Lion Point Capital, LP correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on SNDX relative to SPY over the holding period was +2.3%.

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