XOOMAR

Greenlight Capital (DME Capital) 13F holdings

David Einhorn. Quarterly 13F portfolio: every reported position with value, portfolio weight and the change in shares since the prior quarter.

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2026-06-30

Quarter ended

$3.91B

Reported value

46

Positions

New positions

None detected

Added to
  • CORE NATURAL RESOURCES INC
  • GRAPHIC PACKAGING HLDG CO
  • BKV CORP
  • SOTERA HEALTH CO
  • DAUCH CORP
Reduced
  • FLUOR CORP
  • ACADIA HEALTHCARE COMPANY IN
  • PENN ENTERTAINMENT INC
  • CENTENE CORP DEL
  • TD SYNNEX CORPORATION

Holdings

#IssuerValue% of PortfolioSharesQoQ Shares
1GREEN BRICK PARTNERS INC$757.8M19.4%9.47M0
2FLUOR CORP$244.1M6.2%4.66M-88.6K
3CORE NATURAL RESOURCES INC$182.7M4.7%2.28M+425.1K
4BRIGHTHOUSE FINL INC$179.9M4.6%2.84M0
5ACADIA HEALTHCARE COMPANY IN$130.0M3.3%4.40M-117.7K
6PENN ENTERTAINMENT INC$125.2M3.2%5.86M-184.2K
7FORTUNE BRANDS INNOVATIONS I$123.1M3.1%2.24M-
8PG&E CORP$111.6M2.9%6.63M0
9CENTENE CORP DEL$106.0M2.7%1.65M-1.08M
10GRAPHIC PACKAGING HLDG CO$105.2M2.7%9.95M+853.5K
11TD SYNNEX CORPORATION$101.9M2.6%381.0K-98.5K
12TEVA PHARMACEUTICAL INDS LTD$97.8M2.5%2.89M-24.7K
13VERSIGENT PLC$95.7M2.4%2.28M-
14CAPRI HOLDINGS LIMITED$89.5M2.3%4.82M-110.2K
15BKV CORP$84.7M2.2%3.10M+399.6K
16DHT HOLDINGS INC$83.2M2.1%5.03M-238.4K
17CROCS INC$80.7M2.1%669.1K0
18ROIVANT SCIENCES LTD$76.2M1.9%2.15M0
19SOTERA HEALTH CO$73.4M1.9%4.14M+2.07M
20VERSANT MEDIA GROUP INC$69.2M1.8%1.92M-1.11M
21PRIMO BRANDS CORPORATION$69.0M1.8%2.82M-
22DAUCH CORP$67.2M1.7%12.40M+6.08M
23PAYPAL HLDGS INC$61.5M1.6%1.42M-
24SCHEIN HENRY INC$60.0M1.5%718.5K+119.3K
25WARNER BROS DISCOVERY INC$59.9M1.5%2.25M+713.1K
26LIBERTY GLOBAL LTD$56.4M1.4%4.96M0
27ANTERO RESOURCES CORP$55.3M1.4%1.57M+765.6K
28STUBHUB HLDGS INC$54.5M1.4%4.23M0
29RESIDEO TECHNOLOGIES INC$52.9M1.4%1.70M+124.6K
30DECKERS OUTDOOR CORP$50.3M1.3%506.4K+25.0K
31SPECTRUM BRANDS HOLDINGS INC$48.1M1.2%561.4K-88.9K
32CNH INDL N V$47.0M1.2%4.19M0
33VIATRIS INC$44.0M1.1%2.77M+955.9K
34PARAMOUNT SKYDANCE CORP$38.7M1.0%3.93M0
35PVH CORPORATION$38.7M1.0%520.8K-
36COMCAST CORP NEW$33.0M0.8%1.35M-
37SLIDE INS HLDGS INC$32.7M0.8%1.69M0
38TRIPADVISOR INC$32.4M0.8%2.36M+797.3K
39SPDR GOLD TR$30.7M0.8%83.4K-16.2K
40THE CIGNA GROUP$24.4M0.6%88.4K0
41LAKEFRONT BIOTHERAPEUTICS NV$14.5M0.4%482.7K-
42COYA THERAPEUTICS INC$13.7M0.3%2.34M0
43IMMUNOVANT INC$3.6M0.1%93.5K0
44GOPRO INC$1.3M0.0%1.69M0
45GAIN THERAPEUTICS INC$1.1M0.0%566.1K0
46NUVATION BIO INC$1987720.0%35.0K0
13F filings arrive up to 45 days after quarter end and cover US-listed long positions only. Positions may have changed since. This is observation data, not a recommendation.

What the latest data says

As of the quarter ended 2026-06-30, Greenlight Capital (DME Capital) reported 46 US-listed positions worth $3.91B. The largest is GREEN BRICK PARTNERS INC at 19.4% of the reported portfolio, and the top five holdings make up 38% of it, a moderately concentrated book. Trimmed: FLUOR CORP, ACADIA HEALTHCARE COMPANY IN, PENN ENTERTAINMENT INC.

What this data is

Fund holdings (13F) for Greenlight Capital (DME Capital)

Institutional managers with more than $100 million in US equities file a Form 13F within 45 days of each quarter end, listing every long position they held on the last day of the quarter. This page follows a fixed set of managers and turns each filing into a table: the position, its value, its weight in the portfolio and how the share count changed from the previous quarter.

13F data is old by the time it's public, up to 135 days from the trade in the worst case. It won't tell you what a manager did yesterday. It tells you what they own, what they've been building for several quarters, and what they exited.

This page follows Greenlight Capital (DME Capital) only. The full list, the method notes and the cross-market view live on the Fund holdings (13F) hub.

Source and method

Source
SEC EDGAR Form 13F filings
Updates
Weekly check on Saturday; new quarters appear as filings land in the 45 days after quarter end. Last update 2026-06-30.
History
Quarter ended December 2020.
This series
46 positions in the quarter ended 2026-06-30 filing; 0 new, 12 increased, 11 reduced.
Get the data
JSON API and CSV download30 requests a minute without a key, 120 a minute with a key from a free account.

Data checks. Every dataset is checked against its source once a day. Last run 18 Sep 05:40 UTC.

How to read it

  • The change column is the story. A position built over three quarters is conviction; a position that appeared and vanished was a trade.
  • Portfolio weight beats dollar value for comparing managers of different sizes.
  • Treat every 13F number as at least 45 days stale and read it for structure, not timing.

Analysis of what the data shows, not advice. XOOMAR does not recommend buying, selling or holding anything.

Frequently Asked Questions

How current is Greenlight Capital (DME Capital)'s portfolio here?
It reflects the latest 13F-HR filing, which managers submit up to 45 days after each quarter ends. Positions may have changed since.
Why do share counts change quarter to quarter?
The QoQ column shows shares bought or sold versus the prior quarter's filing. A position equal to its change is brand new.
Does this show short positions?
No. 13F filings only disclose US-listed long positions. Shorts, bonds and non-US holdings are not reported.
What should I read first?
The change column. The largest holding is usually old news; what was added, trimmed or exited this quarter is where the information is.

Data on this page is provided for informational purposes only and is not financial advice. See our editorial policy.