Superinvestors / DME Capital Management (Greenlight)
David Einhorn
DME Capital Management (Greenlight)
Value long/short; contrarian, catalyst-driven
This quarter
Positions held steady are not reported as moves, so they are absent from these counts.
Portfolio
By weight · every resolvable issuer links to its company page · tags are this quarter's reported move
| Ticker | Issuer | % of portfolio | Reported price | Value | Shares |
|---|---|---|---|---|---|
| GRBK | GREEN BRICK PARTNERS INCUNCHANGED | 19.12% | $64.45 | $610.17M | 9.5M |
| FLR | FLUOR CORPDECREASED -14.6% | 6.94% | $46.65 | $221.46M | 4.7M |
| CNR | CORE NATURAL RESOURCES INC· COM SHSDECREASED -11.5% | 6.10% | $104.73 | $194.60M | 1.9M |
| BHF | BRIGHTHOUSE FINL INCINCREASED +1.8% | 5.33% | $59.88 | $170.18M | 2.8M |
| PCG | PG&E CORPDECREASED -14.8% | 3.65% | $17.57 | $116.54M | 6.6M |
| VSNT | VERSANT MEDIA GROUP INC· COM CL ANEW | 3.51% | $37.02 | $112.12M | 3.0M |
| ACHC | ACADIA HEALTHCARE COMPANY ININCREASED +9.6% | 3.31% | $23.39 | $105.68M | 4.5M |
| VSXY | VICTORIAS SECRET AND COINCREASED +29.9% | 3.28% | $46.36 | $104.63M | 2.3M |
| DHT | DHT HOLDINGS INC· SHS NEWDECREASED -28.4% | 3.02% | $18.27 | $96.33M | 5.3M |
| PENN | PENN ENTERTAINMENT INCUNCHANGED | 2.85% | $15.03 | $90.85M | 6.0M |
Reported price is this manager's own reported value divided by its own reported shares at 2026-03-31 — not a live quote, and not what they paid. 13F reports no cost basis.
The top 10 positions are 57.1% of the reported portfolio, across 45 positions.
Values are as disclosed on this manager’s own 13F for its own quarter. 13F covers US-listed long equity only, so this is not the manager’s entire portfolio.
See more of David Einhorn's portfolio
More of David Einhorn's reported positions with their weights, and what they bought, sold and trimmed last quarter rather than the largest few — free with an account, no card required.
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