DME Capital Management, LP - Portfolio Stock Holdings

DME Capital Management, LP disclosed 51 stock positions in a recent SEC 13F filing. $3,908,853,491 of stock holdings were filed, with the largest holdings including GRBK, FLR, and CNR. This filing represented positions held on June 30, 2026, and was filed on Aug. 14, 2026.

We estimate the fund has a total AUM of $4,798,925,830 and has 29 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.