---
title: Einhorn (DME Capital Management, LP) — 13F holdings
canonical: https://sweetvaluelab.com/investors/einhorn
cik: 0001489933
quarter: 2026-06-30
filed: 2026-08-14
---
# Einhorn — DME Capital Management, LP

Latest 13F for the quarter ended Jun 30, 2026, filed Aug 14, 2026: 46 positions worth $3.9B. Against the quarter ended Mar 31, 2026: 7 bought, 11 added to, 17 unchanged, 11 reduced, 6 sold. The top five are 38% of the portfolio, the top ten 53%; 10 of the positions have a research page on this site.

## Holdings

| Ticker | Issuer | Shares | Value | % of portfolio | Change this quarter |
| --- | --- | ---: | ---: | ---: | --- |
| GRBK | GREEN BRICK PARTNERS INC | 9,467,383 | $757.8M | 19.4% | held (0%) |
| FLR | FLUOR CORP | 4,658,750 | $244.1M | 6.2% | reduced (-2%) |
| CNR | CORE NATURAL RESOURCES INC | 2,283,200 | $182.7M | 4.7% | added (+23%) |
| BHF | BRIGHTHOUSE FINL INC | 2,842,100 | $179.9M | 4.6% | held (0%) |
| ACHC | ACADIA HEALTHCARE COMPANY IN | 4,400,641 | $130.0M | 3.3% | reduced (-3%) |
| PENN | PENN ENTERTAINMENT INC | 5,860,270 | $125.2M | 3.2% | reduced (-3%) |
| FBIN | FORTUNE BRANDS INNOVATIONS I | 2,241,875 | $123.1M | 3.1% | bought |
| PCG | PG&E CORP | 6,632,852 | $111.6M | 2.9% | held (0%) |
| CNC | CENTENE CORP DEL | 1,651,150 | $106.0M | 2.7% | reduced (-40%) |
| GPK | GRAPHIC PACKAGING HLDG CO | 9,953,430 | $105.2M | 2.7% | added (+9%) |
| SNX | TD SYNNEX CORPORATION | 381,042 | $101.9M | 2.6% | reduced (-21%) |
| TEVA | TEVA PHARMACEUTICAL INDS LTD | 2,886,059 | $97.8M | 2.5% | reduced (-1%) |
| VGNT | VERSIGENT PLC | 2,277,640 | $95.7M | 2.4% | bought |
| CPRI | CAPRI HOLDINGS LIMITED | 4,820,118 | $89.5M | 2.3% | reduced (-2%) |
| BKV | BKV CORP | 3,095,173 | $84.7M | 2.2% | added (+15%) |
| DHT | DHT HOLDINGS INC | 5,034,320 | $83.2M | 2.1% | reduced (-5%) |
| CROX | CROCS INC | 669,140 | $80.7M | 2.1% | held (0%) |
| ROIV | ROIVANT SCIENCES LTD | 2,152,669 | $76.2M | 1.9% | held (0%) |
| SHC | SOTERA HEALTH CO | 4,135,515 | $73.4M | 1.9% | added (+100%) |
| VSNT | VERSANT MEDIA GROUP INC | 1,922,172 | $69.2M | 1.8% | reduced (-37%) |
| PRMB | PRIMO BRANDS CORPORATION | 2,823,660 | $69.0M | 1.8% | bought |
| DCH | DAUCH CORP | 12,395,104 | $67.2M | 1.7% | added (+96%) |
| PYPL | PAYPAL HLDGS INC | 1,424,320 | $61.5M | 1.6% | bought |
| HSIC | SCHEIN HENRY INC | 718,550 | $60.0M | 1.5% | added (+20%) |
| WBD | WARNER BROS DISCOVERY INC | 2,246,180 | $59.9M | 1.5% | bought |
| LBTYA | LIBERTY GLOBAL LTD | 4,963,322 | $56.4M | 1.4% | held (0%) |
| AR | ANTERO RESOURCES CORP | 1,574,140 | $55.3M | 1.4% | added (+95%) |
| STUB | STUBHUB HLDGS INC | 4,233,200 | $54.5M | 1.4% | held (0%) |
| REZI | RESIDEO TECHNOLOGIES INC | 1,699,590 | $52.9M | 1.4% | added (+8%) |
| DECK | DECKERS OUTDOOR CORP | 506,398 | $50.3M | 1.3% | added (+5%) |
| SPB | SPECTRUM BRANDS HOLDINGS INC | 561,438 | $48.1M | 1.2% | reduced (-14%) |
| CNH | CNH INDL N V | 4,188,940 | $47.0M | 1.2% | held (0%) |
| VTRS | VIATRIS INC | 2,773,470 | $44.0M | 1.1% | added (+53%) |
| PSKY | PARAMOUNT SKYDANCE CORP | 3,926,080 | $38.7M | 1.0% | held (0%) |
| PVH | PVH CORPORATION | 520,800 | $38.7M | 1.0% | bought |
| CMCSA | COMCAST CORP NEW | 1,345,780 | $33.0M | 0.8% | bought |
| SLDE | SLIDE INS HLDGS INC | 1,686,630 | $32.7M | 0.8% | held (0%) |
| TRIP | TRIPADVISOR INC | 2,361,973 | $32.4M | 0.8% | added (+51%) |
| GLD | SPDR GOLD TR | 83,421 | $30.7M | 0.8% | reduced (-16%) |
| CI | THE CIGNA GROUP | 88,400 | $24.4M | 0.6% | held (0%) |
| LKFT | LAKEFRONT BIOTHERAPEUTICS NV | 482,746 | $14.5M | 0.4% | held (0%) |
| COYA | COYA THERAPEUTICS INC | 2,335,540 | $13.7M | 0.3% | held (0%) |
| IMVT | IMMUNOVANT INC | 93,520 | $3.6M | 0.1% | held (0%) |
| GPRO | GOPRO INC | 1,693,860 | $1.3M | 0.0% | held (0%) |
| GANX | GAIN THERAPEUTICS INC | 566,130 | $1.1M | 0.0% | held (0%) |
| NUVB | NUVATION BIO INC | 34,995 | $198,772 | 0.0% | held (0%) |

## Largest moves this quarter

| Ticker | Issuer | Shares now | Shares before | Change | Bought / sold at reported prices | Value |
| --- | --- | ---: | ---: | --- | ---: | ---: |
| FBIN | FORTUNE BRANDS INNOVATIONS I | 2,241,875 | 0 | bought | +$123.1M | $123.1M |
| VSXY | VICTORIAS SECRET AND CO | 0 | 2,256,889 | sold | −$104.6M | $0 |
| VGNT | VERSIGENT PLC | 2,277,640 | 0 | bought | +$95.7M | $95.7M |
| CNC | CENTENE CORP DEL | 1,651,150 | 2,731,810 | reduced (-40%) | −$69.4M | $106.0M |
| PRMB | PRIMO BRANDS CORPORATION | 2,823,660 | 0 | bought | +$69.0M | $69.0M |
| PYPL | PAYPAL HLDGS INC | 1,424,320 | 0 | bought | +$61.5M | $61.5M |
| WBD | WARNER BROS DISCOVERY INC | 2,246,180 | 0 | bought | +$59.9M | $59.9M |

---

Source: https://sweetvaluelab.com/investors/einhorn (SweetValueLab, free, no account). Holdings from SEC Form 13F-HR filings; tickers resolved from CUSIPs. Values as reported by the filer. Research and educational data, not investment advice; nothing here is a recommendation to buy, sell or hold any security.