HCC Manager LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 12, 2025), HCC Manager LLC reported 1 stock position worth $5.6 million. Its top holding was Fractyl Health (GUTS) at 100.0% of the portfolio. Compared with Q4 2024, it sold out of 1. The biggest sale was an exit from Inari Medical (NARI).

Most Recent 13F
Q4 2025
Location
Chicago, IL
CIK
0001844818
Portfolio Value
$5.6M (Q1 2025)
SEC Filing
0000950123-25-004593 ↗ filed May 12, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $174.4M Q1 2024 Q2 2024: $174.9M Q2 2024 Q3 2024: $132.0M Q3 2024 Q4 2024: $158.4M Q4 2024 Q1 2025: $5.6M $5.6M Q1 2025 Q2 2025: $7.6M Q2 2025 Q3 2025: $7.4M Q3 2025 Q4 2025: $10.3M Q4 2025

Holdings 1 stocks · $5.6M
GUTS Fractyl Health Inc. 100.00% 4,673,871 $5.6M No change

Portfolio Sells Q4 2024 → Q1 2025
NARI Inari Medical Inc. Sold out 0.00% −93.92

Portfolio Buys Q4 2024 → Q1 2025
None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q4 2025 1$10.3MGUTS
Q3 2025 1$7.4MGUTS
Q2 2025 1$7.6MGUTS
Q1 2025 1$5.6MGUTS
Q4 2024 2$158.4MNARI, GUTS
Q3 2024 2$132.0MNARI, GUTS
Q2 2024 2$174.9MNARI, GUTS
Q1 2024 2$174.4MNARI, GUTS