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David Einhorn
Portfolio: Top Holdings & Stock Picks

Dme Capital Management, Lp

Value Investing Contrarian Investing

David Einhorn (Dme Capital Management, Lp) disclosed 37 total holdings in its latest 13F filing dated 2025-09-30, with a portfolio value of $2.54 B billion and a turnover rate of 10.0%.

Portfolio Value
$2.54 B
Total Holdings
37
Latest Filing
Q3 2025
Nov 14, 2025
Turnover Rate
10.04%

David Einhorn Top Holdings of 2025-09-30

Ticker Name Shares Value % of Portfolio Time Held % Change
9.47 M $699.26 M 27.51% >10 Years 0.00%
FLR
5.51 M $231.96 M 9.13% 0.25 Years +44.35%
CNR
2.16 M $179.95 M 7.08% 0.5 Years 0.00%
BHF
2.79 M $148.2 M 5.83% 8 Years +1.16%
KD
4.34 M $130.44 M 5.13% 3.7 Years +31.18%
6.77 M $130.38 M 5.13% 1.5 Years -9.67%
PCG
6.38 M $96.22 M 3.79% New Buy +100.00%
GPK
4.71 M $92.1 M 3.62% 4.3 Years 0.00%
DHT
7.62 M $91.07 M 3.58% 2 Years 0.00%
3.78 M $76.33 M 3.00% 1.7 Years 0.00%

Recent Moves

Significant New Position
+6.38 M Shares | +$96.22 M Value
Initiated a new position in the Utilities sector
Q3 2025
Added to Core Holding
+1.69 M Shares | +$71.27 M Value
Largest position increase in Industrials sector
Q3 2025
Reduced Exposure to Position
-2.72 M Shares | -$74.03 M Value
Significant reduction in holdings of Technology
Q3 2025
Complete Exit
-2 M Shares | -$80.76 M Value
Cleared TECK, sector remains in portfolio
Q3 2025

David Einhorn's Historical Top Holdings Breakdown

Portfolio Date:

David Einhorn Top Stock Picks

Ticker Name Date Activity Shares Shares Change Value Change
PCG
09/30/2025 New Buy 6.38 M 6.38 M $96.22 M
09/30/2025 Sold Out 2 M -2 M $80.76 M
HPQ
09/30/2025 Reduce -90.1% 300,000 -2.72 M $74.03 M
FLR
09/30/2025 Add 44.4% 5.51 M 1.69 M $71.27 M
09/30/2025 Reduce -50.0% 2.28 M -2.28 M $34.43 M
KD
09/30/2025 Add 31.2% 4.34 M 1.03 M $31 M
09/30/2025 Add 117.7% 1.93 M 1.04 M $28.35 M
CNC
09/30/2025 Add 86.0% 1.56 M 721,370 $25.74 M
09/30/2025 New Buy 471,050 471,050 $24.35 M
CNH
09/30/2025 Reduce -25.0% 5.9 M -1.97 M $21.35 M

David Einhorn's Sector Breakdowns

Portfolio Date:

About David Einhorn

David Einhorn is an American hedge fund manager and the founder and president of Greenlight Capital. He is one of the most well-known and closely followed investors in the world. Einhorn gained widespread fame for his early short-selling of Lehman Brothers stock prior to its collapse in 2008. He is also a high-stakes poker player and philanthropist.

Frequently Asked Questions

As of 2025-09-30, David Einhorn holds 35 stocks. Top positions include GRBK, FLR, CNR, BHF, KD. For full portfolio details, please visit David Einhorn’s portfolio.

In Q3 2025, David Einhorn’s largest purchase by dollar amount was PCG. For complete transaction details, please visit David Einhorn’s portfolio.

According to the 13F filing for Q3 2025, David Einhorn increased their stake in FLR.

David Einhorn’s firm may occasionally request confidential treatment under SEC rule 13F-HR, which allows temporary non-disclosure of certain positions.