Superinvestors / DME Capital Management (Greenlight)

David Einhorn

DME Capital Management (Greenlight)

Value long/short; contrarian, catalyst-driven

$3.91B Portfolio value
46 positions · as of 2026-06-30 · filed 2026-08-14

This quarter

7 new6 exited11 added11 trimmed

Positions held steady are not reported as moves, so they are absent from these counts.

New: FBIN, VGNT, PRMB, PYPL, WBD, PVH, CMCSA

Exited: VSXY, SLM, PTON, WFRD, ZIM, KATAPULT HOLDINGS INC

Added to: SHC, CNR, DCH, AR, VTRS, BKV, TRIP, HSIC

Trimmed: CNC, VSNT, SNX, SPB, SPDR GOLD TR, FLR, DHT, PENN

Portfolio

By weight · every resolvable issuer links to its company page · tags are this quarter's reported move

TickerIssuer% of portfolioReported priceValueShares
GRBKGREEN BRICK PARTNERS INCUNCHANGED19.39%$80.04$757.77M9.5M
FLRFLUOR CORP COMDECREASED -1.9%6.24%$52.39$244.07M4.7M
CNRCORE NATURAL RESOURCES INC· COM SHSINCREASED +22.9%4.67%$80.02$182.70M2.3M
BHFBRIGHTHOUSE FINL INCUNCHANGED4.60%$63.30$179.90M2.8M
ACHCACADIA HEALTHCARE COMPANY INDECREASED -2.6%3.32%$29.53$129.95M4.4M
PENNPENN ENTERTAINMENT INCDECREASED -3.0%3.20%$21.36$125.18M5.9M
FBINFORTUNE BRANDS INNOVATIONS INEW3.15%$54.90$123.08M2.2M
PCGPG&E CORPUNCHANGED2.85%$16.82$111.56M6.6M
CNCCENTENE CORP DELDECREASED -39.6%2.71%$64.19$105.99M1.7M
GPKGRAPHIC PACKAGING HLDG COINCREASED +9.4%2.69%$10.57$105.21M10.0M
Showing 10 of 46

Reported price is this manager's own reported value divided by its own reported shares at 2026-06-30 — not a live quote, and not what they paid. 13F reports no cost basis.

The top 10 positions are 52.8% of the reported portfolio, across 46 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.

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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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