Ownership history in Delta Investment Management, LLC Β· 28 quarters on record
This page tracks every 13F SEC filing in which Delta Investment Management, LLC reported a position in DORCHESTER MINERALS LP (DMLP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Delta Investment Management, LLC underperformed the S&P 500 by β20.1% annually on this DMLP position. Timing score: 68% (17/25 decisions correct). Average cost basis: $6.82. Maximum drawdown during holding period: β51.3%.
β Significantly underperformed the S&P 500 by 20.1% ann.
11 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
17 of 25 add/trim decisions correct
Best entry: $4.81 (2020 Q1) Β· Worst: $25.12 (2023 Q4)
πͺ Held through 2 major drawdowns (>20%).
13 adds Β· 13 trims. Bought during 4 of 9 down-price quarters. π More buys than sells across the holding period.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.13% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size