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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
PNWPinnacle West Cap Corp
Recent Activity
Exited
0%
$1.609M
21,062 shares@ $76.39 avg price
SRESempra
Recent Activity
Exited
0%
$1.048M
13,776 shares@ $76.07 avg price
PCGPg&e Corp
Recent Activity
Exited
0%
$1.023M
58,608 shares@ $17.47 avg price
KNFKnife River Corp
Recent Activity
Exited
0%
$540,078
7,700 shares@ $70.14 avg price
AURCWBetter Home & Finance Holdin
Recent Activity
Exited
0%
$90,937
198,120 shares@ $0.46 avg price