DME Capital Management, LP: 13F holdings
CIK 14899332026Q2
| Positions | 46 |
|---|
| Reported value | $3.9bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 46 (+1 vs prior quarter) |
|---|
| Reported value | $3.9bn (+22.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| GRBK GREEN BRICK PARTNERS INC | 9,467,383 | $757.8m | 19.4% |
| FLR FLUOR CORP | 4,658,750 | $244.1m | 6.2% |
| CNR CORE NATURAL RESOURCES INC | 2,283,200 | $182.7m | 4.7% |
| BHF BRIGHTHOUSE FINL INC | 2,842,100 | $179.9m | 4.6% |
| ACHC ACADIA HEALTHCARE COMPANY IN | 4,400,641 | $130.0m | 3.3% |
| PENN PENN ENTERTAINMENT INC | 5,860,270 | $125.2m | 3.2% |
| FBIN FORTUNE BRANDS INNOVATIONS I | 2,241,875 | $123.1m | 3.1% |
| PCG PG&E CORP | 6,632,852 | $111.6m | 2.9% |
| CNC CENTENE CORP DEL | 1,651,150 | $106.0m | 2.7% |
| GPK GRAPHIC PACKAGING HLDG CO | 9,953,430 | $105.2m | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1489933")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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