DME Capital Management, LP
David Einhorn
Portfolio value
$3.91BQ2 2026
Quarterly filings
| Year | Quarter | Portfolio value | Positions | Largest holding |
|---|---|---|---|---|
| 2026 | Q2 2026 filed Aug 14, 2026 | $3.91B | 46 | GRBK 19.4% |
| Q1 2026 filed May 15, 2026 | $3.19B | 45 | GRBK 19.1% | |
| 2025 | Q4 2025 filed Feb 17, 2026 | $2.85B | 41 | GRBK 20.8% |
| Q3 2025 filed Nov 14, 2025 | $2.54B | 37 | GRBK 27.5% | |
| Q2 2025 filed Aug 14, 2025 | $2.33B | 34 | GRBK 25.6% | |
| Q1 2025 filed May 15, 2025 | $1.97B | 33 | GRBK 28.0% | |
| 2024 | Q4 2024 filed Feb 14, 2025 | $1.94B | 36 | GRBK 27.5% |
| Q3 2024 filed Nov 14, 2024 | $2.40B | 38 | GRBK 32.9% | |
| Q2 2024 filed Aug 14, 2024 | $2.04B | 39 | GRBK 29.3% | |
| Q1 2024 filed May 15, 2024 | $2.18B | 42 | GRBK 28.9% |
Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.