DME Capital Management, LP

Institutional manager (13F) · CIK 1489933

13F holdings · as of 2026-03-31 · top 45 · reported portfolio $3.2B

#	Issuer	Value	Shares
1	GREEN BRICK PARTNERS INC	$610M	9,467,383
2	FLUOR CORP	$221M	4,747,350
3	CORE NATURAL RESOURCES INC	$195M	1,858,140
4	BRIGHTHOUSE FINL INC	$170M	2,842,100
5	PG&E CORP	$117M	6,632,852
6	VERSANT MEDIA GROUP INC	$112M	3,028,615
7	ACADIA HEALTHCARE COMPANY IN	$106M	4,518,381
8	VICTORIAS SECRET AND CO	$105M	2,256,889
9	DHT HOLDINGS INC	$96M	5,272,770
10	PENN ENTERTAINMENT INC	$91M	6,044,440
11	GRAPHIC PACKAGING HLDG CO	$90M	9,099,980
12	CENTENE CORP DEL	$89M	2,731,810
13	TEVA PHARMACEUTICAL INDS LTD	$88M	2,910,729
14	CAPRI HOLDINGS LIMITED	$87M	4,930,318
15	TD SYNNEX CORPORATION	$81M	479,530
16	BKV CORP	$77M	2,695,543
17	LIBERTY GLOBAL LTD	$60M	4,963,322
18	ROIVANT SCIENCES LTD	$60M	2,152,669
19	CROCS INC	$56M	669,140
20	RESIDEO TECHNOLOGIES INC	$53M	1,574,950
21	DECKERS OUTDOOR CORP	$48M	481,398
22	SPECTRUM BRANDS HOLDINGS INC	$48M	650,359
23	CNH INDL N V	$46M	4,188,940
24	SLM CORP	$45M	2,101,840
25	SCHEIN HENRY INC	$44M	599,300
26	PELOTON INTERACTIVE INC	$43M	10,113,940
27	SPDR GOLD TR	$43M	99,611
28	DAUCH CORP	$37M	6,311,350
29	PARAMOUNT SKYDANCE CORP	$35M	3,926,080
30	ANTERO RESOURCES CORP	$34M	808,520
31	SLIDE INS HLDGS INC	$30M	1,686,630
32	SOTERA HEALTH CO	$30M	2,065,680
33	STUBHUB HLDGS INC	$26M	4,233,200
34	VIATRIS INC	$25M	1,817,570
35	THE CIGNA GROUP	$24M	88,400
36	TRIPADVISOR INC	$17M	1,564,696
37	GALAPAGOS NV	$14M	482,746
38	WEATHERFORD INTL PLC	$14M	145,721
39	ZIM INTEGRATED SHIPPING SERV	$9M	354,526
40	COYA THERAPEUTICS INC	$9M	2,335,540
41	IMMUNOVANT INC	$2M	93,520
42	GOPRO INC	$1M	1,693,860
43	GAIN THERAPEUTICS INC	$1M	566,130
44	NUVATION BIO INC	$150k	34,995
45	KATAPULT HOLDINGS INC	$603	262,227

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.