Position in MC
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$356,991
-$118,139 QoQ
Shares Held
6,263
-9.4% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
10 quarters on record
Voting authority
Sole 41%
Shared 0%
None 59%
Common Shares in MC Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026DGS Capital Management, LLC holds $6,306,610 across 7 Capital Markets names. MC ranks #6 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVR |
Evercore Inc.
|
9,031 | $2,695,843 | |
| 2 | GS |
Goldman Sachs Group Inc
|
1,397 | $1,181,848 | |
| 3 | MS |
Morgan Stanley
|
5,838 | $960,759 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
1,414 | $425,373 | |
| 5 | PIPR |
Piper Sandler Companies
|
4,670 | $357,488 | |
| 6 | MC |
Moelis & Co
This page
|
6,263 | $356,991 | |
| 7 | OPY |
Oppenheimer Holdings Inc
|
3,681 | $328,308 |
All Filings in MC
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $356,991 | 6,263 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $475,130 | 6,912 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $326,859 | 4,583 | Shares | Sole | 2026-02-24 | |
| 2025-06-30 | $276,451 | 4,436 | Shares | Sole | 2026-02-24 | |
| 2024-12-31 | $217,576 | 2,945 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $201,761 | 2,945 | Shares | Sole | 2024-12-10 | |
| 2023-03-31 | $290,491 | 7,557 | Shares | Sole | 2023-06-16 | |
| 2022-12-31 | $312,677 | 8,149 | Shares | Sole | 2023-02-21 | |
| 2022-09-30 | $240,152 | 7,103 | Shares | Sole | 2023-02-21 | |
| 2022-06-30 | $204,069 | 5,186 | Shares | Sole | 2022-07-28 | |
| No filing history on record for this holder in this stock. | ||||||