IRON β€” DISC MEDICINE INC

Ownership history in Opaleye Management Inc.  Β·  4 quarters on record

AI Ownership Summary

Opaleye Management Inc. reported DISC MEDICINE INC (IRON) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 2.1% in 2025 Q4. The latest visible filing shows IRON at 2.10% 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.

What this IRON ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Opaleye Management Inc.'s position in DISC MEDICINE 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

IRON was reported at 2.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.1% in 2025 Q4

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

Time in book
Holding Window
2025 Q1 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 Opaleye Management Inc. held IRON β€” position size vs. price
% of Fund (quarterly)    IRON price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 200,000 +6,227 +3.2% 2.10% $15.9M 2026-02-14 (Est.) $55.95
2025 Q3 ADDED 193,773 +7,355 +3.9% 1.81% $12.8M 2025-11-14 $89.95
2025 Q2 ADDED 186,418 +101,418 +119.3% 1.98% $9.9M 2025-08-14 $60.72
2025 Q1 INITIATED 85,000 β€” β€” 0.94% $4.2M 2025-05-15 $47.09

FAQ About Opaleye Management Inc. and IRON

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

How long has Opaleye Management Inc. reported owning IRON?

Opaleye Management Inc. reported IRON across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported IRON position in Opaleye Management Inc.'s portfolio?

The largest reported portfolio weight for IRON was 2.10% in 2025 Q4.

What is the latest reported IRON position on this page?

The most recent filing on this page is 2025 Q4, when Opaleye Management Inc. reported 200,000 shares, equal to 2.10% of portfolio, with an estimated market value of $15.9M.

What does the chart on this IRON ownership page compare?

The chart compares Opaleye Management Inc.'s quarterly IRON 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.

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