Carteras de los grandes inversores (13F)
Cartera de David Einhorn · DME Capital
13F del 2026-06-30 presentado a la SEC, comparado con el del 2026-03-31.
- Valor declarado
- 3.909 M$
- Posiciones
- 46
- Compras
- 18
- Ventas
- 17
| Fortune Brands Innovations I | nueva |
| Versigent Plc | nueva |
| Primo Brands Corporation | nueva |
| Paypal Hldgs Inc | nueva |
| Warner Bros Discovery Inc (A) | nueva |
| Pvh Corporation | nueva |
| Comcast Corp New (A) | nueva |
| Core Natural Resources Inc | ampliada 23% |
| Graphic Packaging Hldg Co | ampliada 9% |
| Bkv Corp | ampliada 15% |
| Sotera Health Co | ampliada 100% |
| Dauch Corp | ampliada 96% |
| Schein Henry Inc | ampliada 20% |
| Antero Resources Corp | ampliada 95% |
| Resideo Technologies Inc | ampliada 8% |
| Victorias Secret And Co | vendida |
| Slm Corp | vendida |
| Peloton Interactive Inc (A) | vendida |
| Weatherford Intl Plc | vendida |
| Zim Integrated Shipping Serv | vendida |
| Katapult Holdings Inc | vendida |
| Fluor Corp | reducida -2% |
| Acadia Healthcare Company In | reducida -3% |
| Penn Entertainment Inc | reducida -3% |
| Centene Corp Del | reducida -40% |
| Td Synnex Corporation | reducida -21% |
| Teva Pharmaceutical Inds Ltd | reducida -1% |
| Capri Holdings Limited | reducida -2% |
| Dht Holdings Inc | reducida -5% |
| Versant Media Group Inc (A) | reducida -37% |
Todas las posiciones
| Empresa | Peso | Valor | Acciones | Cambio |
|---|---|---|---|---|
| Green Brick Partners Inc | 19,4% | 758 M$ | 9.467.383 | |
| Fluor Corp | 6,2% | 244 M$ | 4.658.750 | reducida -2% |
| Core Natural Resources Inc | 4,7% | 183 M$ | 2.283.200 | ampliada 23% |
| Brighthouse Finl Inc | 4,6% | 180 M$ | 2.842.100 | |
| Acadia Healthcare Company In | 3,3% | 130 M$ | 4.400.641 | reducida -3% |
| Penn Entertainment Inc | 3,2% | 125 M$ | 5.860.270 | reducida -3% |
| Fortune Brands Innovations I | 3,1% | 123 M$ | 2.241.875 | nueva |
| Pg&E Corp | 2,9% | 112 M$ | 6.632.852 | |
| Centene Corp Del | 2,7% | 106 M$ | 1.651.150 | reducida -40% |
| Graphic Packaging Hldg Co | 2,7% | 105 M$ | 9.953.430 | ampliada 9% |
| Td Synnex Corporation | 2,6% | 102 M$ | 381.042 | reducida -21% |
| Teva Pharmaceutical Inds Ltd | 2,5% | 98 M$ | 2.886.059 | reducida -1% |
| Versigent Plc | 2,4% | 96 M$ | 2.277.640 | nueva |
| Capri Holdings Limited | 2,3% | 90 M$ | 4.820.118 | reducida -2% |
| Bkv Corp | 2,2% | 85 M$ | 3.095.173 | ampliada 15% |
| Dht Holdings Inc | 2,1% | 83 M$ | 5.034.320 | reducida -5% |
| Crocs Inc | 2,1% | 81 M$ | 669.140 | |
| Roivant Sciences Ltd | 1,9% | 76 M$ | 2.152.669 | |
| Sotera Health Co | 1,9% | 73 M$ | 4.135.515 | ampliada 100% |
| Versant Media Group Inc (A) | 1,8% | 69 M$ | 1.922.172 | reducida -37% |
| Primo Brands Corporation | 1,8% | 69 M$ | 2.823.660 | nueva |
| Dauch Corp | 1,7% | 67 M$ | 12.395.104 | ampliada 96% |
| Paypal Hldgs Inc | 1,6% | 62 M$ | 1.424.320 | nueva |
| Schein Henry Inc | 1,5% | 60 M$ | 718.550 | ampliada 20% |
| Warner Bros Discovery Inc (A) | 1,5% | 60 M$ | 2.246.180 | nueva |
| Liberty Global Ltd (A) | 1,4% | 56 M$ | 4.963.322 | |
| Antero Resources Corp | 1,4% | 55 M$ | 1.574.140 | ampliada 95% |
| Stubhub Hldgs Inc (A) | 1,4% | 54 M$ | 4.233.200 | |
| Resideo Technologies Inc | 1,4% | 53 M$ | 1.699.590 | ampliada 8% |
| Deckers Outdoor Corp | 1,3% | 50 M$ | 506.398 | ampliada 5% |
| Spectrum Brands Holdings Inc | 1,2% | 48 M$ | 561.438 | reducida -14% |
| Cnh Indl N V | 1,2% | 47 M$ | 4.188.940 | |
| Viatris Inc | 1,1% | 44 M$ | 2.773.470 | ampliada 53% |
| Paramount Skydance Corp (B) | 1,0% | 39 M$ | 3.926.080 | |
| Pvh Corporation | 1,0% | 39 M$ | 520.800 | nueva |
| Comcast Corp New (A) | 0,8% | 33 M$ | 1.345.780 | nueva |
| Slide Ins Hldgs Inc | 0,8% | 33 M$ | 1.686.630 | |
| Tripadvisor Inc | 0,8% | 32 M$ | 2.361.973 | ampliada 51% |
| Spdr Gold Tr | 0,8% | 31 M$ | 83.421 | reducida -16% |
| The Cigna Group | 0,6% | 24 M$ | 88.400 | |
| Lakefront Biotherapeutics Nv | 0,4% | 14 M$ | 482.746 | |
| Coya Therapeutics Inc | 0,3% | 14 M$ | 2.335.540 | |
| Immunovant Inc | 0,1% | 4 M$ | 93.520 | |
| Gopro Inc (A) | 0,0% | 1 M$ | 1.693.860 | |
| Gain Therapeutics Inc | 0,0% | 1 M$ | 566.130 | |
| Nuvation Bio Inc (A) | 0,0% | 198.772 | 34.995 |
Datos públicos de la SEC (EDGAR). Un 13F se presenta hasta 45 días después del cierre del trimestre, solo incluye acciones cotizadas en EE. UU. y no dice a qué precio se compraron. No es una recomendación de inversión.
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