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Rock Creek Group LLC

Location
Washington, DC
Portfolio Value
Small $174,721,113
Diversification
Highly concentrated
Filing Date
Global Rank
#4,497 / 8,605 ▼ 580 · as of Mar 2026
Top Industry
Lodging 69.6%
3Y Alpha vs SPY
-14.7%
Period ended 3 months ago
Filed May 11, 2026 · 59d
25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
+31.9%
SPY
+76.5%
Annualised alpha
-11.2%
Max drawdown
−20.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

26 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
43.3%
+4.5 pts
Top 5
88.2%
+2.0 pts
Top 10
93.3%
−2.7 pts
HHI
3,452
Jun 2023 → Mar 2026 · range 2,485 – 4,631
Highly concentrated+852

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Unclassified 43.3% $75,687,579
Consumer Cyclical 42.2% $73,658,475
Technology 5.5% $9,652,175
Financial Services 2.5% $4,352,645
Industrials 1.8% $3,096,809
Consumer Defensive 1.3% $2,209,550
Utilities 1.1% $1,943,400
Real Estate 0.8% $1,464,900
Communication Services 0.8% $1,329,000
Healthcare 0.8% $1,326,580

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
8 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
11 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
5 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
2 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
26 positions · $174,721,113 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio History