DOSSIER · 13F-HR · Q1 2026

DME Capital Management, LP

DME's hedge fund based in Boston, MA $3.2B in tracked AUM across 92 positions as of Q1 2026.

D
DME·Boston, MA·Hedge Fund
CIK 0001489933 · last filed Mar 31, 2026
Total AUM
$3.2B
2.2%
vs prior
Holdings
92
positions
Whale Score
70
70
strong
Activity
no data
changes this Q
Top sector
Financials
7% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Portfolio Overview

DME Capital Management, LP reported a significant contraction in portfolio value for the quarter ended September 30, 2025. The total assets under management (AUM) decreased by 54.9%, dropping from $2.33 billion to $1.05 billion. This drastic reduction is likely driven by a combination of realized losses and substantial capital distributions to investors rather than a uniform market devaluation, given the specific nature of the exits. The fund maintains a focused strategy ...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
GRBK
GREEN BRICK PARTNERS INC
$610M9.5M19.1%
02
FLR
FLUOR CORP
$221M4.7M6.9%
03
CNR
CORE NATURAL RESOURCES INC
$195M1.9M6.1%
04
BHF
BRIGHTHOUSE FINL INC
$170M2.8M5.3%
05
PCG
PG&E CORP
$117M6.6M3.7%
06
925283103
VERSANT MEDIA GROUP INC
$112M3.0M3.5%
07
ACHC
ACADIA HEALTHCARE COMPANY IN
$106M4.5M3.3%
08
VSCO
VICTORIAS SECRET AND CO
$105M2.3M3.3%
09
Y2065G121
DHT HOLDINGS INC
$96M5.3M3.0%
10
PENN
PENN ENTERTAINMENT INC
$91M6.0M2.8%

Filing history

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