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Pale Fire Capital SE’s Fractyl Health GUTS Stock Holding History

Pale Fire Capital SE’s Portfolio GUTS Stock Details GUTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.71M Buy
5,921,045
+2,711,103
+84% +$2.5M 0.24% 24
2025
Q4 		$7.06M Buy
+3,209,942
New +$5.17M 0.47% 17

Other funds holding GUTS

NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
6CM
683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CCM
Catalio Capital Management New York $479M AUM 140.7% 1-Year Est. Return
GCGM
General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return
DMC
Deer Management Company Larchmont, New York $622M AUM 24.27% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MCM
M28 Capital Management Stamford, Connecticut $53.8M AUM 28.63% 1-Year Est. Return

Pale Fire Capital SE's GUTS Position: Q1 2026 in Review

Pale Fire Capital SE increased its Fractyl Health (GUTS) stake by 84% in Q1 2026, buying an estimated $2.5M and bringing the position to 5,921,045 shares worth $2.71M. The position accounts for 0.24% of the portfolio, ranked #24.

Pale Fire Capital SE first reported a position in GUTS in Q4 2025 and has held it in 2 quarters since. The position peaked at $7.06M in Q4 2025. 83 funds tracked by Wall St. Rank hold GUTS as of Q1 2026.

  • Pale Fire Capital SE held 5,921,045 shares of Fractyl Health worth $2.71M as of Q1 2026.
  • Pale Fire Capital SE bought 2,711,103 Fractyl Health shares in Q1 2026, an estimated $2.5M.
  • Fractyl Health made up 0.24% of Pale Fire Capital SE's portfolio in Q1 2026, its #24 holding.
  • Pale Fire Capital SE first reported a position in Fractyl Health in Q4 2025 and has held it in 2 quarters since.
  • Pale Fire Capital SE's Fractyl Health position peaked at $7.06M in Q4 2025.
  • 83 funds tracked by Wall St. Rank held Fractyl Health as of Q1 2026.

Based on Pale Fire Capital SE's 13F filing for Q1 2026, filed 14 May 2026.