Long-term investor

Dme Capital Management, LP @dmecapitalmanagementlp

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001489933).

Record

  • Tracked since 2025-06-30 (477 days), 97 trades recorded
  • Returns: week n/a · month n/a · 90 days -6.6% · 6 months +2.7% · 1 year -0.9% · all -0.9%
  • Max drawdown n/a · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • GRBK · 19.4% · long · since 2025-06-30
  • FLR · 6.2% · long · since 2025-06-30
  • CNR · 4.7% · long · since 2025-06-30
  • BHF · 4.6% · long · since 2025-06-30
  • ACHC · 3.3% · long · since 2025-06-30
  • PENN · 3.2% · long · since 2025-06-30
  • FBIN · 3.1% · long · since 2026-06-30
  • PCG · 2.9% · long · since 2025-09-30
  • CNC · 2.7% · long · since 2025-06-30
  • GPK · 2.7% · long · since 2025-06-30
  • SNX · 2.6% · long · since 2025-06-30
  • TEVA · 2.5% · long · since 2025-06-30

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