DME Capital / Greenlight Capital (David Einhorn) discloses updated portfolio positions in 13F filing: New PCG PRKS KWEB positions, Exited TECK, Added to FLR VSCO KD ACHC CNC
Highlights from Q3 2025 filing as compared to Q2 2025 (all amounts are approximate):
- New: PCG (6.38 mln shares), PRKS (471K), KWEB (86K), NXST (74K)
- Increased: FLR (5.51 mln shares from 3.82 mln shares), VSCO (1.93 mln from 0.89 mln), KD (4.34 mln from 3.31 mln), ACHC (1.64 mln from 0.87 mln), CNC (1.56 mln from 0.84 mln), PTON (246K from 179K), SNX (39K from 33K), GLD (175K from 169K)
- Maintained: GRBK (9.47 mln shares), DHT (7.62 mln), LBTYA (5.22 mln), GPK (4.71 mln), TEVA (3.78 mln), BHF (2.79 mln), CNR (2.16 mln), SDRL (1.59 mln), WFRD (0.96 mln)
- Exited: TECK (2 mln shares)
- Decreased: HPQ (0.3 mln shares from 3.02 mln shares), ROIV (2.28 mln from 4.55 mln), CNH (5.9 mln from 7.87 mln), GPRO (1.69 mln from 2.82 mln), CPRI (2.69 mln from 3.48 mln), PENN (6.77 mln from 7.49 mln), SHC (181K from 234K), OIH (12K from 16K)