What David Einhorn last reported owning
DME Capital Management
Latest 13F filed Aug 14, 2026 for the quarter ending Jun 30, 2026 · $3.91B across 46 positions · view on SEC EDGAR
Recent SEC filings · past 3 months
Top holdings
| # | Holding | Value | % of book | Shares |
|---|---|---|---|---|
| 1 | GREEN BRICK PARTNERS INC | $757.8M | 19.4% | 9,467,383 |
| 2 | FLUOR CORP | $244.1M | 6.2% | 4,658,750 |
| 3 | CORE NATURAL RESOURCES INC | $182.7M | 4.7% | 2,283,200 |
| 4 | BRIGHTHOUSE FINL INC | $179.9M | 4.6% | 2,842,100 |
| 5 | ACADIA HEALTHCARE COMPANY IN | $130.0M | 3.3% | 4,400,641 |
| 6 | PENN ENTERTAINMENT INC | $125.2M | 3.2% | 5,860,270 |
| 7 | FORTUNE BRANDS INNOVATIONS I | $123.1M | 3.1% | 2,241,875 |
| 8 | PG&E CORP | $111.6M | 2.9% | 6,632,852 |
| 9 | CENTENE CORP DEL | $106.0M | 2.7% | 1,651,150 |
| 10 | GRAPHIC PACKAGING HLDG CO | $105.2M | 2.7% | 9,953,430 |
| 11 | TD SYNNEX CORPORATION | $101.9M | 2.6% | 381,042 |
| 12 | TEVA PHARMACEUTICAL INDS LTD | $97.8M | 2.5% | 2,886,059 |
| 13 | VERSIGENT PLC | $95.7M | 2.4% | 2,277,640 |
| 14 | CAPRI HOLDINGS LIMITED | $89.5M | 2.3% | 4,820,118 |
| 15 | BKV CORP | $84.7M | 2.2% | 3,095,173 |
| 16 | DHT HOLDINGS INC | $83.2M | 2.1% | 5,034,320 |
| 17 | CROCS INC | $80.7M | 2.1% | 669,140 |
| 18 | ROIVANT SCIENCES LTD | $76.2M | 1.9% | 2,152,669 |
| 19 | SOTERA HEALTH CO | $73.4M | 1.9% | 4,135,515 |
| 20 | VERSANT MEDIA GROUP INC | $69.2M | 1.8% | 1,922,172 |
| 21 | PRIMO BRANDS CORPORATION | $69.0M | 1.8% | 2,823,660 |
| 22 | DAUCH CORP | $67.2M | 1.7% | 12,395,104 |
| 23 | PAYPAL HLDGS INC | $61.5M | 1.6% | 1,424,320 |
| 24 | SCHEIN HENRY INC | $60.0M | 1.5% | 718,550 |
| 25 | WARNER BROS DISCOVERY INC | $59.9M | 1.5% | 2,246,180 |
Showing top 25 of 46 reported positions. Put/Call tags mark options positions.
Latest-quarter moves · from the most recent 13F vs. the prior quarter
New buys (7)
- FORTUNE BRANDS INNOVATIONS I$123.1M
- VERSIGENT PLC$95.7M
- PRIMO BRANDS CORPORATION$69.0M
- PAYPAL HLDGS INC$61.5M
- WARNER BROS DISCOVERY INC$59.9M
- PVH CORPORATION$38.7M
- COMCAST CORP NEW$33.0M
Added to (11)
- CORE NATURAL RESOURCES INC$182.7M
- GRAPHIC PACKAGING HLDG CO$105.2M
- BKV CORP$84.7M
- SOTERA HEALTH CO$73.4M
- DAUCH CORP$67.2M
- SCHEIN HENRY INC$60.0M
- ANTERO RESOURCES CORP$55.3M
- RESIDEO TECHNOLOGIES INC$52.9M
- DECKERS OUTDOOR CORP$50.3M
- VIATRIS INC$44.0M
- TRIPADVISOR INC$32.4M
Trimmed (11)
- FLUOR CORP$244.1M
- ACADIA HEALTHCARE COMPANY IN$130.0M
- PENN ENTERTAINMENT INC$125.2M
- CENTENE CORP DEL$106.0M
- TD SYNNEX CORPORATION$101.9M
- TEVA PHARMACEUTICAL INDS LTD$97.8M
- CAPRI HOLDINGS LIMITED$89.5M
- DHT HOLDINGS INC$83.2M
- VERSANT MEDIA GROUP INC$69.2M
- SPECTRUM BRANDS HOLDINGS INC$48.1M
- SPDR GOLD TR$30.7M
Exited (6)
- VICTORIAS SECRET AND CO$104.6M
- SLM CORP$45.0M
- PELOTON INTERACTIVE INC$43.4M
- WEATHERFORD INTL PLC$13.8M
- ZIM INTEGRATED SHIPPING SERV$9.3M
- KATAPULT HOLDINGS INC$603
Data from SEC EDGAR filings. 13Fs are quarterly and lag by up to 45 days, cover only US-listed long positions and certain options, and exclude shorts and non-US holdings. Not investment advice.