DME Capital Management, LP
David Einhorn · As of Q3 2025 · filed Nov 14, 2025
| GRBK GREEN BRICK PARTNERS INC | 27.5% | Held | 9,467,383 | $699.3M |
| FLR FLUOR CORP | 9.1% | Added +44.4% | 5,513,680 | $232.0M |
| CNR CORE NATURAL RESOURCES INC | 7.1% | Held | 2,155,640 | $180.0M |
| BHF BRIGHTHOUSE FINANCIAL INC | 5.8% | Added +1.2% | 2,792,100 | $148.2M |
| KD KYNDRYL HOLDINGS INC | 5.1% | Added +31.2% | 4,343,627 | $130.4M |
| PENN PENN ENTERTAINMENT INC | 5.1% | Reduced −9.7% | 6,769,440 | $130.4M |
| PCG P G & E CORP | 3.8% | New | 6,380,853 | $96.2M |
| GPK GRAPHIC PACKAGING HOLDING CO | 3.6% | Held | 4,705,950 | $92.1M |
| DHT DHT HOLDINGS INC | 3.6% | Held | 7,620,934 | $91.1M |
| TEVA TEVA PHARMACEUTICAL-SP ADR | 3.0% | Held | 3,778,777 | $76.3M |
| WFRD WEATHERFORD INTERNATIONAL PL | 2.6% | Held | 960,810 | $65.7M |
| CNH CNH INDUSTRIAL NV | 2.5% | Reduced −25.0% | 5,904,460 | $64.1M |
| GLD SPDR GOLD SHARES | 2.4% | Added +3.4% | 175,101 | $62.2M |
| LBTYA LIBERTY GLOBAL LTD-A | 2.4% | Held | 5,220,502 | $59.8M |
| CNC CENTENE CORP | 2.2% | Added +86.0% | 1,560,540 | $55.7M |
| CPRI CAPRI HOLDINGS LTD | 2.1% | Reduced −22.8% | 2,687,597 | $53.5M |
| VSXY VICTORIA'S SECRET & CO | 2.1% | Added +117.7% | 1,932,462 | $52.4M |
| SDRL SEADRILL LIMITED | 1.9% | Held | 1,588,828 | $48.0M |
| ACHC ACADIA HEALTHCARE CO INC | 1.6% | Added +89.9% | 1,642,710 | $40.7M |
| ROIV ROIVANT SCIENCES LTD | 1.4% | Reduced −50.0% | 2,275,529 | $34.4M |
| CI THE CIGNA GROUP | 1.1% | Held | 93,750 | $27.0M |
| PRKS UNITED PARKS & RESORTS INC | 1.0% | New | 471,050 | $24.4M |
| LKFT LAKEFRONT BIOTHERAPEUTIC-ADR | 0.7% | Held | 482,746 | $16.7M |
| NXST NEXSTAR MEDIA GROUP INC | 0.6% | New | 73,940 | $14.6M |
| COYA COYA THERAPEUTICS INC | 0.4% | Held | 1,646,440 | $9.4M |
| HPQ HP INC | 0.3% | Reduced −90.1% | 300,000 | $8.2M |
| SNX TD SYNNEX CORP | 0.3% | Added +17.3% | 39,030 | $6.4M |
| GDX VANECK GOLD MINERS ETF | 0.2% | Held | 76,460 | $5.8M |
| KWEB KRANESH CSI CHINA INTERNET | 0.1% | New | 86,370 | $3.6M |
| GPRO GOPRO INC-CLASS A | 0.1% | Reduced −40.0% | 1,693,860 | $3.6M |
| OIH VANECK OIL SERVICES ETF | 0.1% | Reduced −22.5% | 12,360 | $3.2M |
| SHC SOTERA HEALTH CO | 0.1% | Reduced −22.7% | 180,580 | $2.8M |
| PTON PELOTON INTERACTIVE INC-A | 0.1% | Added +37.3% | 246,460 | $2.2M |
| GANX GAIN THERAPEUTICS INC | 0.0% | Held | 566,130 | $1.0M |
| NUVB NUVATION BIO INC | 0.0% | Held | 34,995 | $129K |
| NUVB/WS NUVATION BIO INC -CW27 | 0.0% | Held | 100,000 | $20K |
| KATAPULT HOLDINGS INC | 0.0% | Held | 262,227 | $2K |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| TECK TECK RESOURCES LTD-CLS B | 2,000,000 | $80.8M |
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.