13F Portfolios

Deep Track Capital, LP: VERADERMICS INC (MANE): Quarterly 13F Position History

As of Q2 2026, Deep Track Capital, LP reported 2,000,000 shares of VERADERMICS INC (MANE), worth $245.9M and representing 3.6% of its 13F equity book. Quarter-over-quarter share count change: + 1,500,000 (+300.0%) . The position first appeared in Q1 2026 and has been disclosed across 2 13F-HR filings in Pactolio's tracked window.

Recent initiation: Deep Track Capital, LP first reported MANE on the Q1 2026 filing, so fewer than three quarters of history are available.

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 2 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q2 2026 2,000,000 +1,500,000 +300.0% $245.9M 3.6% $122.9
Q1 2026 500,000 $31.6M 0.7% $63.1

Methodology & FAQ

How This Position History Is Sourced

Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares, a quarter-end mark rather than the manager's cost basis. See the full methodology document for the normalization rules.

When did Deep Track Capital, LP first disclose a MANE position in 13F-HR filings?

Deep Track Capital, LP first reported VERADERMICS INC (MANE) on its 13F-HR filing for the period ending 2026-03-31 (Q1 2026). The position has appeared on 2 reported quarters within Pactolio's tracked window.

What was Deep Track Capital, LP's most recent quarter-over-quarter share-count change in MANE?

Between Q1 2026 and Q2 2026, Deep Track Capital, LP added 1,500,000 shares of MANE (+300.0%), bringing the total reported position to 2,000,000 shares at a market value of $245.9M.

Does the implied price-per-share represent Deep Track Capital, LP's cost basis in MANE?

No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.