account_balance
Investment manager · 13F filer · SEC CIK 1489933
DME Capital Management, LP
Reported value$3.91Bas of Jun 30, 2026
Positions46 7 new, 6 sold out
Top 10 weight53%GRBK alone is 19%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
GRBK
Green Brick Partners INC
19.4%
FLR
Fluor Corp
6.2%
CNR
Core Natural Resources INC
4.7%Added
BHF
Brighthouse Finl INC
4.6%
ACHC
Acadia Healthcare Company In
3.3%Trimmed
PENN
Penn Entertainment INC
3.2%Trimmed
FBIN
Fortune Brands Innovations I
3.1%New
PCG
Pg&e Corp
2.9%
CNC
Centene Corp Del
2.7%Trimmed
GPK
Graphic Packaging Hldg CO
2.7%Added
36 others
47.2%
Box size is the share of the fund's reported holdings. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
What changed