DME Capital Management, LP

Superinvestor

Greenlight Capital

SEC CIK
0001489933
Manager
David Einhorn
Style
Value, Hedge fund

Previously filed asGREENLIGHT CAPITAL INC

Holdings, Q3 2024

Positions as of Sep 30, 2024, filed Nov 14, 2024.SEC

Positions
38
−1 vs. Q2 2024
Total value
$2.4B
+$358.52M (+17.5%) vs. Q2 2024

Compare with Q2 2024: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q2 2024.

DME Capital Management, LP holdings in Q3 2024
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
GRBKGREEN BRICK PARTNERS INCCOM9,467,383$790.72M32.91%−1,000,000−9.6%ReducedView
CONSOL ENERGY INC DISC COML20854L108COM1,640,750$171.7M7.15%00.0%Unchanged–
BHFBRIGHTHOUSE FINL INCCOM2,892,049$130.23M5.42%−80,982−2.7%ReducedView
HPQHP INC COMStock3,530,890$126.65M5.27%+157,860+4.7%AddedView
KDKYNDRYL HLDGS INC COMMON STOCKStock4,924,349$113.16M4.71%+488,530+11.0%AddedView
PENNPENN ENTERTAINMENT INCCOM5,620,770$106.01M4.41%+525,430+10.3%AddedView
LBTYALIBERTY GLOBAL LTDCOM CL A4,252,880$89.78M3.74%+2,211,300+108.3%AddedView
ALITALIGHT INCCOM CL A11,846,210$87.66M3.65%+772,120+7.0%AddedView
VTRSVIATRIS INC COMStock7,270,430$84.41M3.51%−129,380−1.7%ReducedView
CNHCNH INDL N VSHS7,096,900$78.78M3.28%+7,096,900NewView
ROIVROIVANT SCIENCES LTDSHS5,308,040$61.25M2.55%+497,080+10.3%AddedView
TECKTECK RESOURCES LTDCL B1,086,663$56.77M2.36%00.0%UnchangedView
GLDSPDR GOLD SHARESETF208,681$50.72M2.11%+6,350+3.1%AddedView
DHTDHT HOLDINGS INCSHS NEW4,343,280$47.91M1.99%+318,940+7.9%AddedView
THCTENET HEALTHCARE CORPCOM NEW287,100$47.72M1.99%−310,577−52.0%ReducedView
THE ODP CORP88337F105COM1,600,000$47.6M1.98%−622,470−28.0%Reduced–
CPRICAPRI HOLDINGS LIMITEDSHS1,086,645$46.12M1.92%+401,875+58.7%AddedView
PTONPELOTON INTERACTIVE INCCL A COM9,529,890$44.6M1.86%+2,740,750+40.4%AddedView
PPLIPEOPLE INCCOM NEW636,270$34.24M1.43%+344,810+118.3%AddedView
LIVNLIVANOVA PLCSHS603,549$31.71M1.32%−40,720−6.3%ReducedView
GPKGRAPHIC PACKAGING HLDG COCOM1,047,100$30.98M1.29%−349,030−25.0%ReducedView
SDRLSEADRILL LTDCOM601,545$23.91M0.99%+32,140+5.6%AddedView
INVESCO EXCHANGE TRADED FD T46137V100AEROSPACE DEFN182,511$20.98M0.87%00.0%Unchanged–
STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF78464A631ETF127,557$20.07M0.84%00.0%Unchanged–
WFRDWEATHERFORD INTL PLCORD SHS177,339$15.06M0.63%00.0%UnchangedView
LKFTLAKEFRONT BIOTHERAPEUTICS NVSPON ADR479,363$13.8M0.57%+244,535+104.1%AddedView
COYACOYA THERAPEUTICS INCCOMMON STOCK1,274,026$8.22M0.34%00.0%UnchangedView
TEVATEVA PHARMACEUTICAL INDS LTDSPONSORED ADS324,850$5.85M0.24%00.0%UnchangedView
VANECK ETF TRUST92189F106GOLD MINERS ETF111,390$4.44M0.18%00.0%Unchanged–
GPROGOPRO INCCL A2,823,100$3.84M0.16%00.0%UnchangedView
VANECK ETF TRUST92189H607OIL SERVICES ETF11,220$3.18M0.13%00.0%Unchanged–
FIRST TR EXCHANGE-TRADED FD33733E807NAT GAS ETF70,830$1.68M0.07%00.0%Unchanged–
INVESCO ACTVELY MNGD ETC FD46090F100OPTIMUM YIELD117,360$1.58M0.07%00.0%Unchanged–
GANXGAIN THERAPEUTICS INCCOM566,130$1.01M0.04%00.0%UnchangedView
DANIMER SCIENTIFIC INC236272100COM CL A1,097,461$498.47K0.02%−1,637,119−59.9%Reduced–
NUVBNUVATION BIO INCCOM CL A34,995$80.14K0.00%00.0%UnchangedView
NUVATION BIO INC67080N119*W EXP 07/07/202100,000$9.79K0.00%00.0%Unchanged–
KATAPULT HOLDINGS INC485859110*W EXP 06/09/202262,227$1.5K0.00%00.0%Unchanged–

Sold out since Q2 2024 (2)

Positions held at the end of Q2 2024 that are no longer in this filing.

DME Capital Management, LP positions sold out since Q2 2024
SecurityClassShares, Q2 2024Value, Q2 2024% of portfolio, Q2 2024
SHCSOTERA HEALTH COCOM300,110$3.56M0.17%
Talis Biomedical Corporation87424L207COM149,052$1.29M0.06%

13F filings by quarter

DME Capital Management, LP 13F filings by quarter
QuarterFiledPositionsTotal valueChangesFiling
Q2 2026Aug 14, 202646$3.91Bvs. Q1 2026SEC
Q1 2026May 15, 202645$3.19Bvs. Q4 2025SEC
Q4 2025Feb 17, 202641$2.85Bvs. Q3 2025SEC
Q3 2025Nov 14, 202537$2.54Bvs. Q2 2025SEC
Q2 2025Aug 14, 202534$2.33Bvs. Q1 2025SEC
Q1 2025May 15, 202533$1.97Bvs. Q4 2024SEC
Q4 2024Feb 14, 202536$1.94Bvs. Q3 2024SEC
Q3 2024Nov 14, 202438$2.4Bvs. Q2 2024SEC
Q2 2024Aug 14, 202439$2.04Bvs. Q1 2024SEC
Q1 2024May 15, 202442$2.18B–SEC