DEERFIELD MANAGEMENT COMPANY, L.P. — LARIMAR THERAPEUTICS INC LRMR: Quarterly 13F Position History
DEERFIELD MANAGEMENT COMPANY, L.P. has reported LARIMAR THERAPEUTICS INC (LRMR) on 24 13F-HR filings in Pactolio's tracked window, first appearing in Q2 2020. As of Q1 2026, the position is sized at 35,606,974 shares ($160.2M market value, 1.89% of the equity book). Quarter-over-quarter share count change: + 5,000,000 (+16.3%) .
- 35,606,974Shares Held (Latest Filing)
- $160.2MReported Market Value (Latest Filing)
- 1.89%Portfolio Weight (% of 13F Equity Book)
- +5,000,000Quarter-over-Quarter Share Change
- +$43.6MQuarter-over-Quarter Value Change
- 35,606,974Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 24 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 35,606,974 | +5,000,000 | +16.3% | $160.2M | 1.89% | $4.50 |
| Q4 2025 | 30,606,974 | 0 | — | $116.6M | 1.49% | $3.81 |
| Q3 2025 | 30,606,974 | +9,375,000 | +44.2% | $98.9M | 1.52% | $3.23 |
| Q2 2025 | 21,231,974 | 0 | — | $61.4M | 1.11% | $2.89 |
| Q1 2025 | 21,231,974 | 0 | — | $45.6M | 0.90% | $2.15 |
| Q4 2024 | 21,231,974 | 0 | — | $82.2M | 1.56% | $3.87 |
| Q3 2024 | 21,231,974 | 0 | — | $139.1M | 2.08% | $6.55 |
| Q2 2024 | 21,231,974 | 0 | — | $153.9M | 2.56% | $7.25 |
| Q1 2024 | 21,231,974 | +4,290,617 | +25.3% | $161.2M | 2.80% | $7.59 |
| Q4 2023 | 16,941,357 | 0 | — | $77.1M | 1.42% | $4.55 |
| Q3 2023 | 16,941,357 | 0 | — | $66.9M | 1.47% | $3.95 |
| Q2 2023 | 16,941,357 | 0 | — | $53.0M | 1.13% | $3.13 |
| Q1 2023 | 16,941,357 | 0 | — | $76.7M | 1.71% | $4.53 |
| Q4 2022 | 16,941,357 | 0 | — | $70.0M | 1.45% | $4.13 |
| Q3 2022 | 16,941,357 | +11,111,108 | +190.6% | $54.2M | 1.08% | $3.20 |
| Q2 2022 | 5,830,249 | 0 | — | $11.4M | 0.24% | $1.96 |
| Q1 2022 | 5,830,249 | 0 | — | $23.6M | 0.53% | $4.05 |
| Q4 2021 | 5,830,249 | 0 | — | $62.9M | 1.32% | $10.79 |
| Q3 2021 | 5,830,249 | 0 | — | $67.2M | 1.31% | $11.53 |
| Q2 2021 | 5,830,249 | +685,710 | +13.3% | $57.3M | 1.02% | $9.82 |
| Q1 2021 | 5,144,539 | 0 | — | $75.2M | 1.58% | $14.61 |
| Q4 2020 | 5,144,539 | 0 | — | $110.1M | 2.18% | $21.41 |
| Q3 2020 | 5,144,539 | 0 | — | $78.0M | 1.90% | $15.17 |
| Q2 2020 | 5,144,539 | — | — | $66.1M | 1.93% | $12.85 |
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, not the manager's cost basis. See the full methodology document for the normalization rules.
When did DEERFIELD MANAGEMENT COMPANY, L.P. first disclose a LRMR position in 13F-HR filings?
DEERFIELD MANAGEMENT COMPANY, L.P. first reported LARIMAR THERAPEUTICS INC (LRMR) on its 13F-HR filing for the period ending 2020-06-30 (Q2 2020). The position has appeared on 24 reported quarters within Pactolio's tracked window.
What was DEERFIELD MANAGEMENT COMPANY, L.P.'s most recent quarter-over-quarter share-count change in LRMR?
Between Q4 2025 and Q1 2026, DEERFIELD MANAGEMENT COMPANY, L.P. added 5,000,000 shares of LRMR (+16.3%), bringing the total reported position to 35,606,974 shares at a market value of $160.2M.
Does the implied price-per-share represent DEERFIELD MANAGEMENT COMPANY, L.P.'s cost basis in LRMR?
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.