HCC Manager LLC
HCC Manager LLC is an Illinois-based asset management firm registered with the SEC. The firm appears to serve as the investment manager for CVF, LLC, with a primary focus on managing financial assets for institutional and high net worth clients. While public information is limited, filings indicate the firm's operations are centered in Chicago and it is responsible for significant equity holdings and investments in the United States. The firm reports regularly as a Registered Investment Adviser and files Form 13Fs with the SEC to disclose asset holdings.
Investment Strategy
HCC Manager LLC manages a concentrated portfolio, typically holding a small number of equity positions with a significant weighting in medical and healthcare innovation sectors. As of the December 2024 filing, the top holdings were primarily in Inari Medical (NARI) and Fractyl Health (GUTS), indicating a high-conviction, research-driven approach focusing on companies advancing medical technology and clinical solutions. The firm seeks long-term value by investing in select companies expected to outperform based on fundamental analysis.
Top Holdings
Equity Positions (1)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
G GUTS | FRACTYL HEALTH INC | 100.00% | $7.57B | 4,673,871 | $7.45 | $1.62 | +$2.01B |