DC Investments Management, LLC

CIK

1565951

Location

MCLEAN, VA

Portfolio Value

Small $138,806,321

Diversification

Diversified

Filing Date

Global Rank

#4,667 / 8,232 ▲ 811

Top Industry

Oil & Gas E&P 21.3%

3Y Alpha vs SPY

-15.0%

Period ended 2 months ago

Filed May 14, 2026 · 31d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

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

Cloned portfolio

+20.8%

SPY

+76.3%

Annualised alpha

-14.3%

Max drawdown

−20.8%

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

75 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

13.6%

+5.0 pts

Top 5

31.8%

+2.9 pts

Top 10

45.3%

−4.5 pts

HHI

400

Diversified+46

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Utilities	21.4%	$29,771,764	14
Technology	21.1%	$29,233,897	21
Energy	18.4%	$25,552,303	9
Unclassified	13.6%	$18,917,879	1
Financial Services	7.0%	$9,682,555	9
Healthcare	5.9%	$8,238,859	4
Communication Services	4.4%	$6,165,168	6
Consumer Cyclical	3.7%	$5,167,522	5
Real Estate	3.5%	$4,892,376	1
Industrials	0.6%	$883,832	4
Basic Materials	0.2%	$300,166	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

No qualifying positions this quarter.

Trimmed

Positions the filer reduced

9 positions

Ticker	Company	Δ Shares	Shares	Value
PR	Permian Resources Corp	−79,147	106,611	$2,272,946
AR	ANTERO RESOURCES Corp	−44,969	83,872	$3,559,527
EQT	EQT Corp	−41,725	56,375	$3,587,705
CTRA	Coterra Energy Inc.	−39,790	63,092	$2,217,052
DVN	Devon Energy Corp/De	−36,509	44,128	$2,220,520
RRC	Range Resources Corp	−25,981	48,383	$2,185,943
CNX	CNX Resources Corp	−18,686	53,009	$2,043,496
EXE	EXPAND ENERGY Corp	−11,776	33,887	$3,720,114
GPOR	Gulfport Energy Corp	−6,757	17,701	$3,745,000
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
MDY	Spdr S&P Midcap 400 ETF Trust	30,673	$18,917,879
INTU	Intuit Inc.	9,803	$4,238,621
META	Meta Platforms, Inc.	5,950	$3,404,173
PLMR	Palomar Holdings, Inc.	11,507	$1,375,086
AFG	American Financial Group Inc	10,721	$1,369,178
ORI	Old Republic International Corp	33,426	$1,333,697
WRB	Berkley W R Corp	19,958	$1,322,816
RLI	Rli Corp	22,978	$1,310,665
SKWD	Skyward Specialty Insurance Group, Inc.	29,987	$1,309,832
KNSL	Kinsale Capital Group, Inc.	3,688	$1,260,042
CSCO	Cisco Systems, Inc.	6,032	$468,022
SWKS	Skyworks Solutions, Inc.	8,163	$437,128
TXN	Texas Instruments Inc	2,234	$433,708
OMC	Omnicom Group Inc.	4,247	$319,841
T	At&T Inc.	10,727	$310,975
VZ	Verizon Communications Inc	6,184	$310,436
LYB	LyondellBasell Industries N.V.	3,726	$300,166
BBY	Best Buy Co Inc	4,619	$296,539
DRI	Darden Restaurants Inc	1,471	$288,374
CMCSA	Comcast Corp	9,456	$271,481
HD	Home Depot, Inc.	819	$269,360
F	Ford Motor Co	22,867	$263,885
LMT	Lockheed Martin Corp	376	$227,250
FAST	Fastenal Co	4,883	$226,571
SNA	Snap-on Inc	616	$223,743
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
AMRZ	Amrize Ltd	80,197	$4,337,053
SNPS	Synopsys Inc	489	$229,693
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

75 positions · $138,806,321 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 75 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MDY	Spdr S&P Midcap 400 ETF Trust	NEW	30,673	NEW	$18,917,879	NEW	13.63%
ASML	Asml Holding NV Technology	Held	8,788	0	$11,607,454	+23.5%	8.36%
PDM	Piedmont Realty Trust, Inc. Real Estate	Held	744,654	0	$4,892,376	−21.2%	3.52%
UNH	Unitedhealth Group Inc Healthcare	Held	16,692	0	$4,516,688	−18.0%	3.25%
INTU	Intuit Inc. Technology	NEW	9,803	NEW	$4,238,621	NEW	3.05%
MELI	Mercadolibre Inc Consumer Cyclical	Held	2,342	0	$4,049,364	−14.2%	2.92%
GPOR	Gulfport Energy Corp Energy	Reduced	17,701	-6,757	$3,745,000	−26.4%	2.70%
EXE	EXPAND ENERGY Corp Energy	Reduced	33,887	-11,776	$3,720,114	−26.2%	2.68%
UBER	Uber Technologies, Inc Technology	Held	50,817	0	$3,655,266	−12.0%	2.63%
EQT	EQT Corp Energy	Reduced	56,375	-41,725	$3,587,705	−31.8%	2.58%
AR	ANTERO RESOURCES Corp Energy	Reduced	83,872	-44,969	$3,559,527	−19.8%	2.56%
MRNA	Moderna, Inc. Healthcare	Held	68,624	0	$3,486,099	+72.3%	2.51%
META	Meta Platforms, Inc. Communication Services	NEW	5,950	NEW	$3,404,173	NEW	2.45%
AEP	American Electric Power Co Inc Utilities	Held	18,232	0	$2,389,850	+13.7%	1.72%
ATO	Atmos Energy Corp Utilities	Held	12,438	0	$2,297,547	+10.2%	1.66%
EVRG	Evergy, Inc. Utilities	Held	27,863	0	$2,282,536	+13.0%	1.64%
PR	Permian Resources Corp Energy	Reduced	106,611	-79,147	$2,272,946	−12.8%	1.64%
DVN	Devon Energy Corp/De Energy	Reduced	44,128	-36,509	$2,220,520	−24.8%	1.60%
CTRA	Coterra Energy Inc. Energy	Reduced	63,092	-39,790	$2,217,052	−18.1%	1.60%
NI	Nisource Inc. Utilities	Held	46,961	0	$2,191,200	+11.7%	1.58%
RRC	Range Resources Corp Energy	Reduced	48,383	-25,981	$2,185,943	−16.6%	1.57%
NWE	NorthWestern Energy Group, Inc. Utilities	Held	32,976	0	$2,174,437	+2.2%	1.57%
EXC	Exelon Corp Utilities	Held	44,187	0	$2,166,046	+12.5%	1.56%
POR	Portland General Electric Co /Or/ Utilities	Held	40,750	0	$2,150,377	+10.0%	1.55%
ES	Eversource Energy Utilities	Held	30,471	0	$2,111,030	+2.9%	1.52%
ED	Consolidated Edison Inc Utilities	Held	18,543	0	$2,098,696	+14.0%	1.51%
AEE	Ameren Corp Utilities	Held	18,978	0	$2,086,061	+10.1%	1.50%
BKH	Black Hills Corp /Sd/ Utilities	Held	29,900	0	$2,075,359	−0.0%	1.50%
CNX	CNX Resources Corp Energy	Reduced	53,009	-18,686	$2,043,496	−22.5%	1.47%
PPL	PPL Corp Utilities	Held	53,464	0	$2,042,324	+9.1%	1.47%
OGE	Oge Energy Corp. Utilities	Held	41,492	0	$1,989,956	+12.3%	1.43%
UTL	Unitil Corp Utilities	Held	32,855	0	$1,716,345	+7.8%	1.24%
GOGO	Gogo Inc. Communication Services	Held	385,140	0	$1,548,262	−13.7%	1.12%
PLMR	Palomar Holdings, Inc. Financial Services	NEW	11,507	NEW	$1,375,086	NEW	0.99%
AFG	American Financial Group Inc Financial Services	NEW	10,721	NEW	$1,369,178	NEW	0.99%
ORI	Old Republic International Corp Financial Services	NEW	33,426	NEW	$1,333,697	NEW	0.96%
WRB	Berkley W R Corp Financial Services	NEW	19,958	NEW	$1,322,816	NEW	0.95%
RLI	Rli Corp Financial Services	NEW	22,978	NEW	$1,310,665	NEW	0.94%
SKWD	Skyward Specialty Insurance Group, Inc. Financial Services	NEW	29,987	NEW	$1,309,832	NEW	0.94%
KNSL	Kinsale Capital Group, Inc. Financial Services	NEW	3,688	NEW	$1,260,042	NEW	0.91%
DOCN	DigitalOcean Holdings, Inc. Technology	Held	13,910	0	$1,193,199	+78.3%	0.86%
NET	Cloudflare, Inc. Technology	Held	5,532	0	$1,141,472	+4.7%	0.82%
CRWD	CrowdStrike Holdings, Inc. Technology	Held	1,721	0	$671,895	−16.7%	0.48%
OKTA	Okta, Inc. Technology	Held	7,396	0	$582,139	−9.0%	0.42%
PANW	Palo Alto Networks Inc Technology	Held	3,513	0	$563,204	−13.0%	0.41%
TWLO	Twilio Inc Technology	Held	4,425	0	$556,753	−11.5%	0.40%
ZS	Zscaler, Inc. Technology	Held	3,338	0	$468,288	−37.6%	0.34%
CSCO	Cisco Systems, Inc. Technology	NEW	6,032	NEW	$468,022	NEW	0.34%
ZM	Zoom Communications, Inc. Technology	Held	5,653	0	$454,444	−6.8%	0.33%
RBRK	Rubrik, Inc. Technology	Held	9,263	0	$453,609	−36.0%	0.33%