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DME Capital Management, LP - Portfolio Stock Holdings

DME Capital Management, LP disclosed 51 stock positions in a recent SEC 13F filing. $3,189,766,842 of stock holdings were filed, with the largest holdings including GRBK, FLR, and CNR. This filing represented positions held on March 31, 2026, and was filed on May 15, 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.

Report Period:

March 31, 2026

No. of Stocks:

51

Est. Stock Holding Value:

$3,189,766,842

Top Stock Holdings By Sector

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Portfolio Stock Holdings - DME Capital Management, LP

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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