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Mark T. Allen

@Dc Investments Management, Llc

Latest period2024 - Q3ReportedManaged Assets$142.99MTotal holdings87
Assets growth rate20.54%Assets growth rate (2-Q avg)8.32%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Dc Investments Management, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 87 positions.

Assets under management

The assets under management (AUM) of Dc Investments Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 142.99M in assets, with a quarterly growth rate of 20.54% and a 2-quarter average growth rate of 8.32%. The portfolio is managed by Mark T. Allen, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SKYYFirst Tr Exchange Traded Fd
Recent Activity
8.78%
$12.542M
122,644 shares@ $102.26 avg price
ACWIIshares Tr
Recent Activity
New Position
7.94%
$11.349M
94,930 shares@ $119.56 avg price
PDMPiedmont Office Realty Tr In
Recent Activity
6.48%
$9.263M
917,090 shares@ $10.1 avg price
CALXCalix Inc
Recent Activity
6.23%
$8.897M
229,372 shares@ $38.8 avg price
FANGDiamondback Energy Inc
Recent Activity
4.77%
$6.808M
39,488 shares@ $172.4 avg price
PARRPar Pac Holdings Inc
Recent Activity
Increased 55.47%
4.59%
$6.553M
372,325 shares@ $17.6 avg price
EQTEqt Corp
Recent Activity
Increased 32.72%
4.36%
$6.229M
170,005 shares@ $36.64 avg price
CTRACoterra Energy Inc
Recent Activity
3.29%
$4.694M
195,994 shares@ $23.95 avg price
JELDJeld-wen Hldg Inc
Recent Activity
2.87%
$4.094M
258,946 shares@ $15.81 avg price
LSPDLightspeed Commerce Inc
Recent Activity
2.65%
$3.78M
229,242 shares@ $16.5 avg price