DME Capital Management, LP — 13F holdings

DME Capital Management, LP reported 95 holdings worth $3.91B in its 13F filing for Q2 2026, filed August 14, 2026.

David Einhorn's portfolio: holdings, buys and sells

Largest positions

1. GRBK GREEN BRICK PARTNERS INC — $758M (19.4%)
2. FLR FLUOR CORP NEW — $244M (6.2%)
3. CNR CORE NATURAL RESOURCES INC — $183M (4.7%)
4. BHF BRIGHTHOUSE FINL INC — $180M (4.6%)
5. ACHC ACADIA HEALTHCARE COMPANY IN — $130M (3.3%)
6. PENN PENN ENTERTAINMENT INC — $125M (3.2%)
7. FBIN FORTUNE BRANDS INNOVATIONS I — $123M (3.1%)
8. PCG PG&E CORP — $112M (2.9%)
9. CNC CENTENE CORP DEL — $106M (2.7%)
10. GPK GRAPHIC PACKAGING HLDG CO — $105M (2.7%)