Dme Capital Management, LP - Q12026 Holdings

Dme Capital Management, LP holds 45 stocks with a total portfolio value of $ 3.19B as of Q12026. In Q12026, Dme Capital Management, LP added 11 new positions, increased stakes in 15 stocks, reduced 12 holdings, and fully exited 7 positions. The largest holding is Green Brick Partners Inc (GRBK), representing 19.12% of the total portfolio.