Dme Capital Management, LP - Q42025 Holdings

Dme Capital Management, LP holds 41 stocks with a total portfolio value of $ 2.85B as of Q42025. In Q42025, Dme Capital Management, LP added 8 new positions, increased stakes in 11 stocks, reduced 12 holdings, and fully exited 4 positions. The largest holding is Green Brick Partners Inc (GRBK), representing 20.82% of the total portfolio.