Credit Capital Investments LLC

Sector-focusedMomentum followerQuality / disciplined sizing

Total reported value

$110.2M

Reporting period: 2026-03-31 · Number of holdings: 39

Credit Capital Investments LLC disclosed 39 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $110.2M and a quarterly turnover rate of 27.6%.

Personality snowflake

Concentration: 39.12
Portfolio Stability: 27.62
Momentum/Contrarian: 100
Sector conviction: 100
Diversification: 78
Sizing Uniformity: 83.01

Recent moves

Add MU
0.0%　$3.2M
Add TROX
+20.4%　$2.5M
Trim FSLR
0.0%　-$1.6M
Add VZ
+4.0%　$1.6M
Trim WBD
0.0%　-$686.4K
Add TSM
0.0%　$1.8M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	MU	Micron Technology INC	Stock-Tech	18.88%	+2.34%	—
2	TSM	Taiwan Semiconductor-sp Adr	Stock-Tech	16.38%	+1.10%	—
3	WBD	Warner Bros Discovery INC	Stock-Comm Services	12.58%	-1.12%	—
4	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	7.57%	-0.98%	—
5	VZ	Verizon Communications INC	Stock-Comm Services	6.46%	+1.23%	+4.04%
6	FSLR	First Solar INC	Stock-Tech	4.60%	-1.72%	—
7	AMZN	Amazon.com INC	Stock-Consumer Disc	3.97%	-0.59%	—
8	BE	Bloom Energy Corp- A	Stock-Industrials	3.69%	+0.83%	-14.29%
9	TROX	Tronox Holdings plc	Stock-Other	3.48%	+2.20%	+20.36%
10	NTR	Nutrien LTD	Stock-Materials	3.08%	+0.21%	-8.72%
11	QCOM	Qualcomm INC	Stock-Tech	2.30%	-0.71%	+5.35%
12	META	Meta Platforms Inc-class A	Stock-Comm Services	2.23%	-0.44%	—
13	LUMN	Lumen Technologies INC	Stock-Comm Services	1.72%	+0.42%	+53.37%
14	GOOG	Alphabet Inc-cl C	Stock-Comm Services	1.72%	-0.23%	—
15	AES	Aes CORP	Stock-Utilities	1.62%	+0.58%	+64.94%
16	CCL1EUR	Carnival CORP LTD	Stock-Consumer Disc	1.01%	+0.78%	+437.50%
17	NVDA	Nvidia CORP	Stock-Tech	0.79%	-0.09%	—
18	ZM	Zoom Communications INC	Stock-Tech	0.77%	+0.40%	+133.33%
19	FLNC	Fluence Energy INC	Stock-Other	0.62%	-0.31%	—
20	FCX	Freeport-mcmoran INC	Stock-Materials	0.53%	+0.53%	NEW
21	ALK	Alaska Air Group INC	Stock-Industrials	0.50%	+0.26%	+200.00%
22	APH	Amphenol Corp-cl A	Stock-Tech	0.46%	-0.05%	—
23	STX	Seagate Technology Holdings plc	Stock-Tech	0.44%	+0.44%	NEW
24	LRCX	Lam Research CORP	Stock-Tech	0.43%	+0.43%	NEW
25	XIFR	Xplr Infrastructure LP	Stock-Utilities	0.39%	+0.01%	—
26	FLKR	Franklin Ftse South Korea	ETF-Other	0.38%	+0.38%	NEW
27	NFLX	Netflix INC	Stock-Comm Services	0.36%	—	—
28	UBS	UBS Group AG	Stock-Financials	0.35%	-0.30%	-33.33%
29	LUV	Southwest Airlines Co	Stock-Industrials	0.35%	+0.35%	NEW
30	CHTR	Charter Communications Inc-a	Stock-Comm Services	0.31%	—	—
31	TER	Teradyne INC	Stock-Tech	0.27%	+0.27%	NEW
32	PLTR	Palantir Technologies Inc-a	Stock-Tech	0.26%	-0.07%	—
33	NEM	Newmont CORP	Stock-Materials	0.25%	+0.25%	NEW
34	PG	Procter & Gamble Co/the	Stock-Consumer Staples	0.24%	—	—
35	FIX	Comfort Systems USA INC	Stock-Industrials	0.22%	+0.22%	NEW
36	CC	Chemours Co/the	Stock-Materials	0.20%	-0.02%	-49.97%
37	EXE	Expand Energy CORP	Stock-Energy	0.20%	+0.20%	NEW
38	CCJ	Cameco CORP	Stock-Energy	0.20%	+0.20%	NEW
39	BRO	Brown & Brown INC	Stock-Financials	0.18%	-0.05%	—

Portfolio Performance

Performance for Q3 2026

+15.6%

Performance Last 4 Quarters

+120.6%

Based on 59% of reported portfolio value with available pricing

Stdev: +35.5%
Beta: +1.88
Alpha: +8.5%
Max Drawdown: -18.3%
Annualized Perf: +44.7%
Batting Avg vs S&P: +50%
Sortino: +3.1
Stutzer: +0.38
Treynor: +0.23
Sterling: +2.03
Calmar: +2.44
Information Ratio: +0.88
Tracking Error: +28.1%
Stdev Down: +13.9%
Winning Months %: +58.3%
Losing Months %: +41.7%
Best 12 Months: +186.6%
Worst 12 Months: -0.9%
Efficiency Ratio: +0.76
Sharpe: +1.21
Stdev Sectors: +16.4%
Skewness: +1.16
Kurtosis: +2.3
Upside Potential: +4.74

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	39	$110.2M	28	1MU 2TSM 3WBD Top holdings2026-03-31 1.MU 2.TSM 3.WBD 4.GOOGL 5.VZ 6.FSLR 7.AMZN 8.BE 9.TROX 10.NTR
2025-12-31	41	$106.2M	27	1MU 2TSM 3WBD Top holdings2025-12-31 1.MU 2.TSM 3.WBD 4.GOOGL 5.FSLR 6.VZ 7.AMZN 8.CF 9.QCOM 10.NTR
2025-09-30	41	$89.5M	51	1TSM 2MU 3WBD Top holdings2025-09-30 1.TSM 2.MU 3.WBD 4.GOOGL 5.VZ 6.FSLR 7.AMZN 8.CF 9.META 10.QCOM
2025-06-30	41	$71.5M	0	1TSM 2MU 3VZ Top holdings2025-06-30 1.TSM 2.MU 3.VZ 4.WBD 5.GOOGL 6.AMZN 7.FSLR 8.CF 9.META 10.QCOM
2025-03-31	32	$58.3M	100	1TSM 2VZ 3WBD Top holdings2025-03-31 1.TSM 2.VZ 3.WBD 4.MU 5.CF 6.GOOGL 7.AMZN 8.NTR 9.META 10.QCOM
2024-12-31	29	$77.1M	0	1TSM 2T 3VZ Top holdings2024-12-31 1.TSM 2.T 3.VZ 4.WBD 5.CF 6.GOOGL 7.MU 8.AMZN 9.META 10.FSLR
2024-09-30	32	$80.9M	0	1TSM 2T 3VZ Top holdings2024-09-30 1.TSM 2.T 3.VZ 4.FSLR 5.MU 6.CF 7.WBD 8.META 9.GOOGL 10.QCOM
2024-06-30	33	$79.7M	0	1TSM 2VZ 3MU Top holdings2024-06-30 1.TSM 2.VZ 3.MU 4.T 5.FSLR 6.QCOM 7.CF 8.GOOGL 9.WBD 10.NTR
2024-03-31	34	$80.9M	0	1TSM 2VZ 3T Top holdings2024-03-31 1.TSM 2.VZ 3.T 4.MU 5.CF 6.WBD 7.NTR 8.QCOM 9.META 10.FSLR
2023-12-31	39	$15.1M	0	1VZ 2WBD 3QCOM Top holdings2023-12-31 1.VZ 2.WBD 3.QCOM 4.FSLR 5.CF 6.APTV 7.WYNN 8.T 9.LUV 10.TSM
2023-09-30	51	$75.4M	0	1CF 2T 3VZ Top holdings2023-09-30 1.CF 2.T 3.VZ 4.NTR 5.WBD 6.TSM 7.MU 8.META 9.GOOGL 10.BAC
2023-06-30	53	$76.8M	0	1CF 2TSM 3WBD Top holdings2023-06-30 1.CF 2.TSM 3.WBD 4.T 5.NTR 6.TROX 7.MU 8.DXC 9.BAC 10.EXE
2023-03-31	55	$77.1M	0	1NTR 2CF 3TROX Top holdings2023-03-31 1.NTR 2.CF 3.TROX 4.T 5.DXC 6.WBD 7.BAC 8.MU 9.JPM 10.QCOM
2022-12-31	56	$69.0M	0	1CF 2NTR 3MU Top holdings2022-12-31 1.CF 2.NTR 3.MU 4.TROX 5.DXC 6.BAC 7.T 8.JPM 9.GOOGL 10.META
2022-09-30	55	$74.4M	0	1CF 2NTR 3MU Top holdings2022-09-30 1.CF 2.NTR 3.MU 4.TROX 5.DXC 6.FSLR 7.WBD 8.BAC 9.T 10.GOOGL
2022-06-30	55	$88.1M	0	1MU 2CF 3NTR Top holdings2022-06-30 1.MU 2.CF 3.NTR 4.TROX 5.QCOM 6.DXC 7.T 8.GOOGL 9.BAC 10.LUMN
2022-03-31	60	$107.9M	0	1CF 2MU 3NTR Top holdings2022-03-31 1.CF 2.MU 3.NTR 4.TROX 5.QCOM 6.DXC 7.T 8.BAC 9.GOOGL 10.FSLR
2021-12-31	46	$103.0M	0	1MU 2CF 3NTR Top holdings2021-12-31 1.MU 2.CF 3.NTR 4.TROX 5.QCOM 6.BAC 7.DXC 8.GOOGL 9.LUMN 10.FSLR
2021-09-30	40	$92.2M	0	1MU 2CF 3TROX Top holdings2021-09-30 1.MU 2.CF 3.TROX 4.NTR 5.T 6.BAC 7.DXC 8.LUMN 9.GOOGL 10.QCOM
2021-06-30	29	$115.9M	100	1MU 2CF 3TROX Top holdings2021-06-30 1.MU 2.CF 3.TROX 4.T 5.NTR 6.DXC 7.BAC 8.LUMN 9.QCOM 10.JPM
2021-03-31	27	$89.1M	33	1MU 2CF 3T Top holdings2021-03-31 1.MU 2.CF 3.T 4.TROX 5.BAC 6.NTR 7.LUMN 8.DXC 9.JPM 10.QCOM
2020-12-31	28	$77.4M	47	1MU 2T 3CF Top holdings2020-12-31 1.MU 2.T 3.CF 4.TROX 5.QCOM 6.NTR 7.BAC 8.FSLR 9.JPM 10.VTRS
2020-09-30	25	$57.7M	35	1T 2MU 3CTLEUR Top holdings2020-09-30 1.T 2.MU 3.CTLEUR 4.CF 5.NTR 6.BAC 7.N59465 8.JPM 9.TROX 10.QCOM
2020-06-30	27	$54.4M	95	1T 2CTLEUR 3MU Top holdings2020-06-30 1.T 2.CTLEUR 3.MU 4.CF 5.N59465 6.BAC 7.JPM 8.GOOGL 9.AMLP 10.NTR
2020-03-31	13	$19.8M	100	1T 2CTLEUR3N59465 Top holdings2020-03-31 1.T 2.CTLEUR 3.N59465 4.GOOGL 5.CNQ 6.TROX 7.0VVB 8.MPC 9.IBM 10.FSLR
2019-12-31	39	$98.5M	37	1MU 2CTLEUR 3T Top holdings2019-12-31 1.MU 2.CTLEUR 3.T 4.VZ 5.TROX 6.INTC 7.GOOGL 8.N59465 9.NVDA 10.CNQ
2019-09-30	36	$84.1M	40	1MU 2T 3CTLEUR Top holdings2019-09-30 1.MU 2.T 3.CTLEUR 4.VZ 5.PEGIEUR 6.INTC 7.N59465 8.CNQ 9.TROX 10.MPC
2019-06-30	30	$77.8M	40	1MU 2T 3CTLEUR Top holdings2019-06-30 1.MU 2.T 3.CTLEUR 4.AMLPUSD 5.TROX 6.C 7.VZ 8.PEGIEUR 9.INTC 10.CNQ
2019-03-31	39	$92.9M	32	1MU 2T 3AMLPUSD Top holdings2019-03-31 1.MU 2.T 3.AMLPUSD 4.PEGIEUR 5.CC 6.TROX 7.CTLEUR 8.VZ 9.C 10.MSFT
2018-12-31	32	$73.7M	45	1MU 2CTLEUR 3AMLPUSD Top holdings2018-12-31 1.MU 2.CTLEUR 3.AMLPUSD 4.T 5.PEGIEUR 6.QCOM 7.CF 8.BAC 9.CC 10.VZ
2018-09-30	37	$99.6M	28	1MU 2CF 3AMLPUSD Top holdings2018-09-30 1.MU 2.CF 3.AMLPUSD 4.CTLEUR 5.CC 6.BAC 7.CWEN 8.MSFT 9.VZ 10.PEGIEUR
2018-06-30	37	$111.5M	33	1MU 2AMLPUSD 3CF Top holdings2018-06-30 1.MU 2.AMLPUSD 3.CF 4.CC 5.BAC 6.NRG 7.CHLUSD 8.VZ 9.CTLEUR 10.PEGIEUR
2018-03-31	41	$105.7M	22	1MU 2NRG 3CC Top holdings2018-03-31 1.MU 2.NRG 3.CC 4.BAC 5.CF 6.VZ 7.PEGIEUR 8.CTLEUR 9.C 10.TROX
2017-12-31	39	$96.3M	36	1MU 2NRG 3CF Top holdings2017-12-31 1.MU 2.NRG 3.CF 4.BAC 5.TROX 6.CC 7.PEGIEUR 8.VZ 9.C 10.MSFT
2017-09-30	40	$90.6M	26	1MU 2TROX 3NRG Top holdings2017-09-30 1.MU 2.TROX 3.NRG 4.CF 5.PEGIEUR 6.BAC 7.CC 8.C 9.INTC 10.MSFT
2017-06-30	33	$75.2M	31	1MU 2TROX 3NRG Top holdings2017-06-30 1.MU 2.TROX 3.NRG 4.CF 5.PEGIEUR 6.BAC 7.LYB 8.C 9.CC 10.UAL
2017-03-31	37	$93.3M	61	1MU 2TROX 3RDS-A Top holdings2017-03-31 1.MU 2.TROX 3.RDS-A 4.NRG 5.CF 6.LYB 7.PEGIEUR 8.767754 9.BAC 10.UAL
2016-12-31	42	$78.3M	74	1MU 2TROX3767754 Top holdings2016-12-31 1.MU 2.TROX 3.767754 4.CF 5.NRG 6.050828 7.PEGIEUR 8.UANEUR 9.AMAG 10.MSFT
2016-09-30	25	$94.9M	52	1MU27959923TROX Top holdings2016-09-30 1.MU 2.795992 3.TROX 4.UAL 5.NRG 6.767754 7.DAL 8.CF 9.PEGIEUR 10.LYB
2016-06-30	20	$70.9M	90	1MU27959923UAL Top holdings2016-06-30 1.MU 2.795992 3.UAL 4.CF 5.NRG 6.767754 7.TROX 8.LYB 9.UANEUR 10.BAC
2016-03-31	35	$138.7M	67	17959922UAL 3DAL Top holdings2016-03-31 1.795992 2.UAL 3.DAL 4.CF 5.MU 6.MOH 7.LUV 8.TROX 9.VLO 10.BAC
2015-12-31	40	$150.7M	30	1UAL 2LUV 3SNDK Top holdings2015-12-31 1.UAL 2.LUV 3.SNDK 4.MU 5.DAL 6.CF 7.JBLU 8.BAC 9.MOH 10.ALK
2015-09-30	46	$149.0M	32	1MU 2UAL 3LUV Top holdings2015-09-30 1.MU 2.UAL 3.LUV 4.JBLU 5.DAL 6.CF 7.SNDK 8.ALK 9.BAC 10.MOH
2015-06-30	42	$160.8M	25	1MU 2CF 3UAL Top holdings2015-06-30 1.MU 2.CF 3.UAL 4.JBLU 5.SNDK 6.NXPI 7.MOH 8.767754 9.ALK 10.VLO
2015-03-31	44	$173.4M	24	1MU 2UAL 3CF Top holdings2015-03-31 1.MU 2.UAL 3.CF 4.SNDK 5.NXPI 6.ALK 7.767754 8.WDC 9.VLO 10.MOH
2014-12-31	33	$163.2M	—	1MU 2SNDK 3UAL Top holdings2014-12-31 1.MU 2.SNDK 3.UAL 4.CF 5.WDC 6.VLO 7.767754 8.NXPI 9.ALK 10.STX

Holding changes this quarter

Credit Capital Investments LLC's most significant position changes for 2026-03-31: Sold out: Cf Industries Holdings INC (CF); New buy: Freeport-mcmoran INC (FCX); Sold out: Howmet Aerospace INC (HWM); New buy: Seagate Technology Holdings plc (STX); Sold out: Incyte CORP (INCY).

Position changes disclosed by Credit Capital Investments LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	MU	Micron Technology INC	+2.3%	—	Unchanged
2	TROX	Tronox Holdings plc	+2.2%	+20.36%	Add
3	VZ	Verizon Communications INC	+1.2%	+4.04%	Add
4	TSM	Taiwan Semiconductor-sp Adr	+1.1%	—	Unchanged
5	BE	Bloom Energy Corp- A	+0.8%	-14.29%	Trim
6	CCL1EUR	Carnival CORP LTD	+0.8%	+437.50%	Add
7	AES	Aes CORP	+0.6%	+64.94%	Add
8	LUMN	Lumen Technologies INC	+0.4%	+53.37%	Add
9	ZM	Zoom Communications INC	+0.4%	+133.33%	Add
10	ALK	Alaska Air Group INC	+0.3%	+200.00%	Add
11	NTR	Nutrien LTD	+0.2%	-8.72%	Trim
12	XIFR	Xplr Infrastructure LP	0%	—	Unchanged
13	CHTR	Charter Communications Inc-a	—	—	Unchanged
14	NFLX	Netflix INC	—	—	Unchanged
15	CC	Chemours Co/the	0%	-49.97%	Trim
16	BRO	Brown & Brown INC	-0.1%	—	Unchanged
17	APH	Amphenol Corp-cl A	-0.1%	—	Unchanged
18	PLTR	Palantir Technologies Inc-a	-0.1%	—	Unchanged
19	NVDA	Nvidia CORP	-0.1%	—	Unchanged
20	GOOG	Alphabet Inc-cl C	-0.2%	—	Unchanged
21	UBS	UBS Group AG	-0.3%	-33.33%	Trim
22	FLNC	Fluence Energy INC	-0.3%	—	Unchanged
23	META	Meta Platforms Inc-class A	-0.4%	—	Unchanged
24	AMZN	Amazon.com INC	-0.6%	—	Unchanged
25	QCOM	Qualcomm INC	-0.7%	+5.35%	Add
26	GOOGL	Alphabet Inc-cl A	-1%	—	Unchanged
27	WBD	Warner Bros Discovery INC	-1.1%	—	Unchanged
28	FSLR	First Solar INC	-1.7%	—	Unchanged
29	CF	Cf Industries Holdings INC	—	EXIT	Sold out
30	FCX	Freeport-mcmoran INC	—	NEW	New buy
31	HWM	Howmet Aerospace INC	—	EXIT	Sold out
32	STX	Seagate Technology Holdings plc	—	NEW	New buy
33	INCY	Incyte CORP	—	EXIT	Sold out
34	LRCX	Lam Research CORP	—	NEW	New buy
35	NOW	Servicenow INC	—	EXIT	Sold out
36	AVGO	Broadcom INC	—	EXIT	Sold out
37	FLKR	Franklin Ftse South Korea	—	NEW	New buy
38	PODD	Insulet CORP	—	EXIT	Sold out
39	INTU	Intuit INC	—	EXIT	Sold out
40	LUV	Southwest Airlines Co	—	NEW	New buy
41	WDAY	Workday Inc-class A	—	EXIT	Sold out
42	CRWD	Crowdstrike Holdings INC - A	—	EXIT	Sold out
43	TER	Teradyne INC	—	NEW	New buy
44	NEM	Newmont CORP	—	NEW	New buy
45	FIX	Comfort Systems USA INC	—	NEW	New buy
46	APP	Applovin Corp-class A	—	EXIT	Sold out
47	EXE	Expand Energy CORP	—	NEW	New buy
48	MKTX	Marketaxess Holdings INC	—	EXIT	Sold out
49	CCJ	Cameco CORP	—	NEW	New buy
50	OGN	Organon & Co	—	EXIT	Sold out

FAQ

What is Credit Capital Investments LLC and what type of investor is it?

Credit Capital Investments LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $110.2M, spread across 39 disclosed positions.

What are Credit Capital Investments LLC's largest equity positions?

Based on the latest 13F filing, Credit Capital Investments LLC's top holdings by market value are: 1. Micron Technology INC (MU) — $20.8M (18.9%) 2. Taiwan Semiconductor-sp Adr (TSM) — $18.0M (16.4%) 3. Warner Bros Discovery INC (WBD) — $13.9M (12.6%) 4. Alphabet Inc-cl A (GOOGL) — $8.3M (7.6%) 5. Verizon Communications INC (VZ) — $7.1M (6.5%)

What changes did Credit Capital Investments LLC make in its most recent portfolio filing?

In the latest reported quarter, Credit Capital Investments LLC made 34 notable position adjustments: 10 new positions were initiated, 8 existing holdings were added to, 4 positions were partially reduced, and 12 were completely exited. The largest of these moves: Sold out: Cf Industries Holdings INC (CF); New buy: Freeport-mcmoran INC (FCX); Sold out: Howmet Aerospace INC (HWM); New buy: Seagate Technology Holdings plc (STX); Sold out: Incyte CORP (INCY)

What sectors does Credit Capital Investments LLC focus on?

Credit Capital Investments LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 47.7% • Communication Services: 34.5% • Consumer Discretionary: 5.2% • Industrials: 5.0% • Materials: 4.3% • Utilities: 2.1%