DC Investments Management, LLC

CIK

1565951

Location

MCLEAN, VA

Portfolio Value

Micro $300,166

Diversification

Diversified

Filing Date

Global Rank

#5,010 / 8,586 ▲ 698

Top Industry

Oil & Gas E&P 21.3%

3Y Alpha vs SPY

-15.2%

Period ended 3 months ago

Filed May 14, 2026 · 33d

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

+19.1%

SPY

+78.1%

Annualised alpha

-15.2%

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

1 positions · $300,166 total · Basic Materials only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio	History
LYB	LyondellBasell Industries N.V. Basic Materials	NEW	3,726	NEW	$300,166	NEW	100.00%