DME Capital Management, LP
David Einhorn · As of Q1 2026 · filed May 15, 2026
| GRBK GREEN BRICK PARTNERS INC | 19.1% | Held | 9,467,383 | $610.2M |
| FLR FLUOR CORP | 6.9% | Reduced −14.6% | 4,747,350 | $221.5M |
| CNR CORE NATURAL RESOURCES INC | 6.1% | Reduced −11.5% | 1,858,140 | $194.6M |
| BHF BRIGHTHOUSE FINANCIAL INC | 5.3% | Added +1.8% | 2,842,100 | $170.2M |
| PCG P G & E CORP | 3.7% | Reduced −14.8% | 6,632,852 | $116.5M |
| VSNT VERSANT MEDIA GROUP INC | 3.5% | New | 3,028,615 | $112.1M |
| ACHC ACADIA HEALTHCARE CO INC | 3.3% | Added +9.6% | 4,518,381 | $105.7M |
| VSXY VICTORIA'S SECRET & CO | 3.3% | Added +29.9% | 2,256,889 | $104.6M |
| DHT DHT HOLDINGS INC | 3.0% | Reduced −28.4% | 5,272,770 | $96.3M |
| PENN PENN ENTERTAINMENT INC | 2.8% | Held | 6,044,440 | $90.8M |
| GPK GRAPHIC PACKAGING HOLDING CO | 2.8% | Added +8.1% | 9,099,980 | $90.5M |
| CNC CENTENE CORP | 2.8% | Added +3.5% | 2,731,810 | $89.4M |
| TEVA TEVA PHARMACEUTICAL-SP ADR | 2.7% | Reduced −4.8% | 2,910,729 | $87.7M |
| CPRI CAPRI HOLDINGS LTD | 2.7% | Added +3.4% | 4,930,318 | $86.9M |
| SNX TD SYNNEX CORP | 2.5% | Added +748.9% | 479,530 | $80.9M |
| BKV BKV CORPORATION | 2.4% | Added +109.3% | 2,695,543 | $76.9M |
| LBTYA LIBERTY GLOBAL LTD-A | 1.9% | Reduced −0.8% | 4,963,322 | $60.0M |
| ROIV ROIVANT SCIENCES LTD | 1.9% | Added +4.0% | 2,152,669 | $59.6M |
| CROX CROCS INC | 1.7% | New | 669,140 | $55.6M |
| REZI RESIDEO TECHNOLOGIES INC | 1.7% | New | 1,574,950 | $53.1M |
| DECK DECKERS OUTDOOR CORP | 1.5% | Added +61.1% | 481,398 | $48.2M |
| SPB SPECTRUM BRANDS HOLDINGS INC | 1.5% | Reduced −2.0% | 650,359 | $47.9M |
| CNH CNH INDUSTRIAL NV | 1.4% | Reduced −27.4% | 4,188,940 | $46.1M |
| SLM SLM CORP | 1.4% | New | 2,101,840 | $45.0M |
| HSIC HENRY SCHEIN INC | 1.4% | Added +27.7% | 599,300 | $44.2M |
| PTON PELOTON INTERACTIVE INC-A | 1.4% | Added +4003.7% | 10,113,940 | $43.4M |
| GLD SPDR GOLD SHARES | 1.3% | Reduced −41.6% | 99,611 | $42.9M |
| DCH DAUCH CORPORATION | 1.2% | New | 6,311,350 | $37.4M |
| PSKY PARAMOUNT SKYDANCE CL B | 1.1% | New | 3,926,080 | $35.4M |
| AR ANTERO RESOURCES CORP | 1.1% | Reduced −20.3% | 808,520 | $34.3M |
| SLDE SLIDE INSURANCE HOLDINGS INC | 1.0% | Added +46.7% | 1,686,630 | $30.4M |
| SHC SOTERA HEALTH CO | 0.9% | Added +347.8% | 2,065,680 | $29.6M |
| STUB STUBHUB HOLDINGS INC-CLASS A | 0.8% | New | 4,233,200 | $26.4M |
| VTRS VIATRIS INC | 0.8% | New | 1,817,570 | $24.6M |
| CI THE CIGNA GROUP | 0.7% | Reduced −5.7% | 88,400 | $23.6M |
| TRIP TRIPADVISOR INC | 0.5% | New | 1,564,696 | $16.7M |
| LKFT LAKEFRONT BIOTHERAPEUTIC-ADR | 0.5% | Held | 482,746 | $14.5M |
| WFRD WEATHERFORD INTERNATIONAL PL | 0.4% | Reduced −80.4% | 145,721 | $13.8M |
| ZIM ZIM INTEGRATED SHIPPING SERV | 0.3% | New | 354,526 | $9.3M |
| COYA COYA THERAPEUTICS INC | 0.3% | Added +15.3% | 2,335,540 | $9.2M |
| IMVT IMMUNOVANT INC | 0.1% | New | 93,520 | $2.3M |
| GPRO GOPRO INC-CLASS A | 0.0% | Held | 1,693,860 | $1.3M |
| GANX GAIN THERAPEUTICS INC | 0.0% | Held | 566,130 | $1.1M |
| NUVB NUVATION BIO INC | 0.0% | Held | 34,995 | $150K |
| KATAPULT HOLDINGS INC | 0.0% | Held | 262,227 | $603 |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| KD KYNDRYL HOLDINGS INC | 3,816,353 | $101.4M |
| WBD WARNER BROS DISCOVERY INC | 1,533,080 | $44.2M |
| GPN GLOBAL PAYMENTS INC | 452,730 | $35.0M |
| PRKS UNITED PARKS & RESORTS INC | 574,620 | $20.9M |
| GDX VANECK GOLD MINERS ETF | 64,960 | $5.6M |
| KWEB KRANESH CSI CHINA INTERNET | 131,510 | $4.5M |
| NUVB/WS NUVATION BIO INC -CW27 | 100,000 | $33K |
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.