WhaleCreep

Credit Capital Investments LLC 13F holdings, Q1 2026

Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →

Credit Capital Investments LLC disclosed 39 US equity positions worth $110.2m in its Q1 2026 13F filing. The largest position was MU at 18.9% of the reported book, followed by TSM and WBD.

· Q2 2026 →

What did Credit Capital Investments LLC own in Q1 2026? Top 39 positions

#StockSectorWeightValueSharesΔ sharesvs prior
1 MU MICRON TECHNOLOGY INC Technology 18.9%$20.8m61,551
2 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 16.4%$18.0m53,400
3 WBD WARNER BROS DISCOVERY INC Communication Services 12.6%$13.9m504,713
4 GOOGL ALPHABET INC Communication Services 7.6%$8.3m29,000
5 VZ VERIZON COMMUNICATIONS INC Communication Services 6.5%$7.1m141,800
6 FSLR FIRST SOLAR INC Technology 4.6%$5.1m25,700
7 AMZN AMAZON COM INC Consumer Cyclical 4.0%$4.4m21,000
8 BE BLOOM ENERGY CORP Industrials 3.7%$4.1m30,000
9 TROX TRONOX HOLDINGS PLC Basic Materials 3.5%$3.8m392,214
10 NTR NUTRIEN LTD Basic Materials 3.1%$3.4m45,000
11 QCOM QUALCOMM INC Technology 2.3%$2.5m19,700
12 META META PLATFORMS INC Communication Services 2.2%$2.5m4,300
13 LUMN LUMEN TECHNOLOGIES INC Communication Services 1.7%$1.9m273,000
14 GOOG ALPHABET INC Communication Services 1.7%$1.9m6,600
15 AES AES CORP Utilities 1.6%$1.8m127,000
16 CCL CARNIVAL CORP Consumer Cyclical 1.0%$1.1m43,000
17 NVDA NVIDIA CORPORATION Technology 0.8%$872.0k5,000
18 ZM ZOOM COMMUNICATIONS INC Technology 0.8%$844.1k10,500
19 FLNC FLUENCE ENERGY INC Utilities 0.6%$688.0k50,000
20 FCX FREEPORT MCMORAN INC Basic Materials 0.5%$587.8k10,000
21 ALK ALASKA AIR GROUP INC Industrials 0.5%$551.7k15,000
22 APH AMPHENOL CORP Technology 0.5%$510.5k4,040
23 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 0.4%$489.7k1,250
24 LRCX LAM RESEARCH CORP Technology 0.4%$470.1k2,200
25 XIFR XPLR INFRASTRUCTURE LP Utilities 0.4%$424.8k40,000
26 FRANKLIN TEMPLETON ETF TR 0.4%$418.6k10,500
27 NFLX NETFLIX INC. Communication Services 0.4%$394.2k4,100
28 UBS UBS GROUP AG Financial Services 0.4%$390.7k10,000
29 LUV SOUTHWEST AIRLS CO Industrials 0.3%$381.3k10,150
30 CHTR CHARTER COMMUNICATIONS INC Communication Services 0.3%$345.4k1,600
31 TER TERADYNE INC Technology 0.3%$296.5k1,000
32 PLTR PALANTIR TECHNOLOGIES INC Technology 0.3%$285.2k1,950
33 NEM NEWMONT CORP Basic Materials 0.2%$270.6k2,500
34 PG PROCTER & GAMBLE CO Consumer Defensive 0.2%$260.0k1,800
35 FIX COMFORT SYS USA INC Industrials 0.2%$241.3k175
36 CC CHEMOURS CO Basic Materials 0.2%$220.3k10,000
37 EXE EXPAND ENERGY CORPORATION Energy 0.2%$219.6k2,000
38 CCJ CAMECO CORP Energy 0.2%$217.2k2,000
39 BRO BROWN & BROWN INC Financial Services 0.2%$202.2k3,100

Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.