DME / Greenlight Capital (David Einhorn) discloses updated portfolio positions in 13F filing: New DCH STUB PSKY SLM VTRS REZI TRIP positions, Added to PTON ACHC SHC BKV GPK SLDE VSCO holdings, Exited KD WBD PRKS GPN,
Highlights from Q1 2026 filing as compared to Q4 2025 (all amounts are approximate):
- New: DCH (6.31 mln shares), STUB (4.23 mln), PSKY (3.93 mln), VSNT (3.03 mln), SLM (2.1 mln), VTRS (1.82 mln), REZI (1.57 mln), TRIP (1.56 mln), CROX (0.67 mln), ZIM (0.35 mln)
- Increased: PTON (10.11 mln shares from 0.25 mln shares), SHC (2.07 mln from 0.46 mln), BKV (2.7 mln from 1.29 mln), GPK (9.1 mln from 8.42 mln), SLDE (1.69 mln from 1.15 mln), VSCO (2.26 mln from 1.74 mln), SNX (0.48 mln from 0.06 mln), ACHC (4.52 mln from 4.12 mln), COYA (2.34 mln from 2.03 mln), BHF (2.84 mln from 2.79 mln), DECK (481K from 299K), CPRI (4.93 mln from 4.77 mln), HSIC (599K from 469K), CNC (2.73 mln from 2.64 mln), ROIV (2.15 mln from 2.07 mln)
- Maintained: GRBK (9.47 mln shares), PENN (6.04 mln)
- Exited: KD (from 3.82 mln shares), WBD (1.53 mln), PRKS (575K), GPN (453K), KWEB (132K), GDX (65K)
- Decreased: DHT (5.27 mln shares from 7.37 mln shares), CNH (4.19 mln from 5.77 mln), PCG (6.63 mln from 7.78 mln), FLR (4.75 mln from 5.56 mln), WFRD (0.15 mln from 0.74 mln), CNR (1.86 mln from 2.1 mln), AR (0.81 mln from 1.01 mln), TEVA (2.91 mln from 3.06 mln), SPB (0.65 mln from 0.66 mln), LBTYA (4.96 mln from 5 mln), GLD (100K from 171K), CI (88K from 94K)