DMDME Capital Management, LP
Institutional investor · Portfolio as of Q2 2026
Top Holdings46 positions
GREEN BRICK PARTNERS INC | 9.5M | $757.8M | 19.4% | — | — | — | Unchanged 0 |
Fluor Corp | 4.7M | $244.1M | 6.2% | — | — | — | Decreased 0 |
CORE NATURAL RESOURCES INC | 2.3M | $182.7M | 4.7% | — | — | — | Increased 69 |
Brighthouse Financial Inc | 2.8M | $179.9M | 4.6% | — | — | — | Unchanged 0 |
ACADIA HEALTHCARE COMPANY IN | 4.4M | $130M | 3.3% | — | — | — | Decreased 0 |
Penn National Gaming Inc | 5.9M | $125.2M | 3.2% | — | — | — | Decreased 0 |
Fortune Brands Home & Security | 2.2M | $123.1M | 3.1% | — | — | — | New 84 |
PG&E Corp | 6.6M | $111.6M | 2.9% | — | — | — | Unchanged 0 |
Centene Corp | 1.7M | $106M | 2.7% | — | — | — | Decreased 0 |
GRAPHIC PACKAGING HOLDING COMP | 10M | $105.2M | 2.7% | — | — | — | Increased 57 |
TD SYNNEX CORPORATION | 381,042 | $101.9M | 2.6% | — | — | — | Decreased 0 |
Teva Pharmaceutical Industries | 2.9M | $97.8M | 2.5% | — | — | — | Decreased 0 |
VERSIGENT PLC | 2.3M | $95.7M | 2.4% | — | — | — | New 78 |
Michael Kors Holdings Ltd | 4.8M | $89.5M | 2.3% | — | — | — | Decreased 0 |
BKV CORP | 3.1M | $84.7M | 2.2% | — | — | — | Increased 59 |
DHT Holdings Inc | 5M | $83.2M | 2.1% | — | — | — | Decreased 0 |
Crocs Inc | 669,140 | $80.7M | 2.1% | — | — | — | Unchanged 0 |
ROIVANT SCIENCES LTD | 2.2M | $76.2M | 1.9% | — | — | — | Unchanged 0 |
Sotera Health Co | 4.1M | $73.4M | 1.9% | — | — | — | Increased 76 |
VERSANT MEDIA GROUP INC | 1.9M | $69.2M | 1.8% | — | — | — | Decreased 0 |
DME Capital Management, LP manages $3.9B across 46 positions as of Q2 2026. Top holdings: GRBK (19.4%), FLR (6.2%), CNR (4.7%). Fund DNA: Momentum Trader.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
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Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
No active accumulation streaks detected for this filer.
Streaks require 2+ consecutive quarters of increased positions in the most recent period.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR