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Einhorn — 13F History

DME Capital Management, LPCIK 0001489933Form 13F-HR on EDGAR
Portfolio value$3.9B
Positions46
QuarterQ2 2026ended 2026-06-30
Filed08/142026

Every 13F on file since Q2 2013: what Einhorn bought, added to, reduced and sold each quarter, largest moves first, with share counts adjusted for stock splits.

Every quarter

53 filings · newest first
Q2 2026$3.9B · 46 stocks · filed Aug 14, 2026
7 bought11 added11 reduced6 sold
bought FBINsold VSXYbought VGNTreduced −40% CNCbought PRMBbought PYPL
Q1 2026$3.2B · 45 stocks · filed May 15, 2026
11 bought15 added12 reduced7 sold
bought VSNTsold KDadded +749% SNXreduced −80% WFRDbought CROXbought REZI
Q4 2025$2.8B · 41 stocks · filed Feb 17, 2026
8 bought11 added12 reduced4 sold
added +79% GPKadded +77% CPRIsold SDRLadded +69% CNCbought WBDbought SPB
Q3 2025$2.5B · 37 stocks · filed Nov 14, 2025
4 bought9 added8 reduced1 sold
bought PCGsold TECKreduced −90% HPQadded +44% FLRreduced −50% ROIVadded +31% KD
Q2 2025$2.3B · 34 stocks · filed Aug 14, 2025
4 bought8 added8 reduced3 sold
bought FLRadded +349% GPKadded +565% TEVAsold VTRSreduced −20% KDreduced −96% PTON
Q1 2025$2.0B · 33 stocks · filed May 15, 2025
2 bought13 added9 reduced5 sold
bought CNRsold CEIXEURreduced −52% PTONadded +84% TECKbought DLTRadded +65% CPRI
Q4 2024$1.9B · 36 stocks · filed Feb 14, 2025
5 bought9 added10 reduced7 sold
reduced −72% ALITbought CNCsold THCsold ODP1reduced −40% HPQreduced −24% KD
Q3 2024$2.4B · 38 stocks · filed Nov 14, 2024
1 bought13 added8 reduced2 sold
reduced −10% GRBKbought CNHreduced −52% THCadded +108% LBTYAadded +118% PPLIreduced −28% ODP1
Q2 2024$2.0B · 39 stocks · filed Aug 14, 2024
3 bought6 added9 reduced6 sold
added +109% HPQreduced −33% KDsold FCNCAreduced −33% THCreduced −52% LIVNadded +64% VTRS
Q1 2024$2.2B · 42 stocks · filed May 15, 2024
6 bought13 added14 reduced4 sold
bought PENNreduced −8% GRBKbought HPQreduced −32% THCbought ROIVreduced −22% CEIXEUR
Q4 2023$2.0B · 40 stocks · filed Feb 14, 2024
7 bought20 added4 reduced6 sold
bought ALITsold SWN1EURreduced −8% GRBKbought VTRSadded +44% THCreduced −12% CEIXEUR
Q3 2023$1.8B · 39 stocks · filed Nov 14, 2023
2 bought21 added7 reduced4 sold
reduced −26% GRBKsold BKIEURsold CPRIreduced −16% CEIXEURadded +89% GLDbought DHT

Each quarter is compared with the one before it. A quarter whose predecessor has no filing on file shows the book's size and no moves. Moves are ranked by the dollars that changed, at that quarter's reported prices; the twelve largest are kept.

Source: the manager's Form 13F-HR on SEC EDGAR, kept as immutable quarterly snapshots; changes compare two consecutive filings. A 13F is filed up to 45 days after quarter end and covers US-listed long positions only. Tickers come from a self-maintained CUSIP map; a position without one shows its CUSIP. Method notes in where the numbers come from.