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Top 5 1st Quarter Trades of DC Investments Management, LLC

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May 16, 2022
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DC Investments Management, LLC recently filed their 13F report for the first quarter of 2022, which ended on 2022-03-31.

The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.

1600 TYSONS BLVD MCLEAN, VA 22102

As of the latest 13F report, the guru’s equity portfolio contained 46 stocks valued at a total of $58,000,000. The top holdings were MDU(8.25%), LSPD(8.04%), and GRBK(6.22%).

According to GuruFocus data, these were DC Investments Management, LLC’s top five trades of the quarter.

Invesco S&P 500 Equal Weight ETF


The guru sold out of their 60,468-share investment in ARCA:RSP. Previously, the stock had a 13.96% weight in the equity portfolio. Shares traded for an average price of $155.37 during the quarter.

On 05/16/2022, Invesco S&P 500 Equal Weight ETF traded for a price of $144.5 per share and a market cap of $30,946,120,000. The stock has returned -1.01% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

In terms of valuation, Invesco S&P 500 Equal Weight ETF has a price-earnings ratio of 19.10 and a price-book ratio of 3.02.

Lightspeed Commerce Inc


The guru established a new position worth 152,153 shares in NYSE:LSPD, giving the stock a 8.04% weight in the equity portfolio. Shares traded for an average price of $29.83 during the quarter.

On 05/16/2022, Lightspeed Commerce Inc traded for a price of $21.37 per share and a market cap of $3,149,436,000. The stock has returned -61.63% over the past year.

GuruFocus gives the company a financial strength rating of 8 out of 10 and a profitability rating of 4 out of 10.

In terms of valuation, Lightspeed Commerce Inc has a price-book ratio of 0.93, a EV-to-Ebitda ratio of -15.57 and a price-sales ratio of 6.21.

The price-to-GF Value ratio is 0.22, earning the stock a GF Value rank of 2.

Green Brick Partners Inc


The guru established a new position worth 181,313 shares in NYSE:GRBK, giving the stock a 6.22% weight in the equity portfolio. Shares traded for an average price of $23.15 during the quarter.

On 05/16/2022, Green Brick Partners Inc traded for a price of $22.28 per share and a market cap of $1,079,012,000. The stock has returned 1.09% over the past year.

GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 8 out of 10.

In terms of valuation, Green Brick Partners Inc has a price-earnings ratio of 5.05, a price-book ratio of 1.27, a price-earnings-to-growth (PEG) ratio of 0.16, a EV-to-Ebitda ratio of 5.22 and a price-sales ratio of 0.73.

The price-to-GF Value ratio is 0.87, earning the stock a GF Value rank of 9.

Par Pacific Holdings Inc


The guru established a new position worth 234,729 shares in NYSE:PARR, giving the stock a 5.3% weight in the equity portfolio. Shares traded for an average price of $14.3 during the quarter.

On 05/16/2022, Par Pacific Holdings Inc traded for a price of $15.19 per share and a market cap of $913,227,000. The stock has returned 16.94% over the past year.

GuruFocus gives the company a financial strength rating of 4 out of 10 and a profitability rating of 4 out of 10.

In terms of valuation, Par Pacific Holdings Inc has a price-book ratio of 7.25, a EV-to-Ebitda ratio of 403.87 and a price-sales ratio of 0.18.

The price-to-GF Value ratio is 0.94, earning the stock a GF Value rank of 5.

Meritor Inc


The guru sold out of their 148,997-share investment in NYSE:MTOR. Previously, the stock had a 5.24% weight in the equity portfolio. Shares traded for an average price of $29.44 during the quarter.

On 05/16/2022, Meritor Inc traded for a price of $35.99 per share and a market cap of $2,550,093,000. The stock has returned 37.10% over the past year.

GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 8 out of 10.

In terms of valuation, Meritor Inc has a price-earnings ratio of 11.72, a price-book ratio of 3.76, a price-earnings-to-growth (PEG) ratio of 1.30, a EV-to-Ebitda ratio of 8.61 and a price-sales ratio of 0.63.

The price-to-GF Value ratio is 1.26, earning the stock a GF Value rank of 3.


Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.

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