u/montanova-capital-llc — thesis ledger

Window	Theses	Resolved	Wins	Win rate	Avg return	Median return
1d	0	0	0	—	—	—
3d	1	1	1	100%	-4.2%	-4.2%
1w	1	1	1	100%	-4.8%	-4.8%
1m	1	1	0	0%	+3.8%	+3.8%
3m	0	0	0	—	—	—
6m	0	0	0	—	—	—
1y	0	0	0	—	—	—

Window

Theses

Resolved

Wins

Win rate

Avg return

Median return

—

100%

-4.2%

100%

-4.8%

+3.8%

—

Thesis history

$MANESEC Form 4bearish

MONTANOVA CAPITAL, LLC · Veradermics, Inc · 85d agono track record yet

Sold 750,000 @ $107.25 avg · $80,437,500 · 2026-08-19

Form 4: MONTANOVA CAPITAL, LLC sold MANE

MONTANOVA CAPITAL, LLC (Director at Veradermics, Inc) reported an open-market sale of 750,000 shares of MANE at an average $107.25, roughly $80,437,500, in a Form 4 filed 2026-08-21.

At post $102.82Now $130.89+27.3% since postedas of Nov 13, 1:01 PM ET

1d—

3d-4.2%

1w-4.8%

1m+3.8%

3m—

6m—

1y—

View filing on SEC.gov →

End of results.