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 weight52.8%GRBK alone is 19%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
GRBKGreen Brick Partners Inc
19.4%
FLRFluor Corp
6.2%
CNRCore Natural Resources Inc
4.7%Added +23%
BHFBrighthouse Finl Inc
4.6%
ACHCAcadia Healthcare Company In
3.3%Trimmed −3%
PENNPenn Entertainment Inc
3.2%Trimmed −3%
FBINFortune Brands Innovations I
3.1%New
PCGPG&E Corp
2.9%
CNCCentene Corp
2.7%Trimmed −40%
GPKGraphic Packaging HLDG Co
2.7%Added +9%
SNXTd Synnex Corporation
2.6%Trimmed −21%
TEVATeva Pharmaceutical Inds Ltd
2.5%
GRBKGreen Brick Partners Inc
19.4%
FLRFluor Corp
6.2%
CNRCore Natural Resources Inc
4.7%Added +23%
BHFBrighthouse Finl Inc
4.6%
ACHC3.3%PENN3.2%FBIN3.1%PCG2.9%CNC2.7%GPK2.7%SNX2.6%TEVA2.5%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
GRBK Green Brick Partners Inc 19.4% HeldFLR Fluor Corp 6.2% HeldCNR Core Natural Resources Inc 4.7% Added +23%BHF Brighthouse Finl Inc 4.6% HeldACHC Acadia Healthcare Company In 3.3% Trimmed −3%PENN Penn Entertainment Inc 3.2% Trimmed −3%FBIN Fortune Brands Innovations I 3.1% NewPCG PG&E Corp 2.9% HeldCNC Centene Corp 2.7% Trimmed −40%GPK Graphic Packaging HLDG Co 2.7% Added +9%SNX Td Synnex Corporation 2.6% Trimmed −21%TEVA Teva Pharmaceutical Inds Ltd 2.5% Held
What changed