StockDriftsStockDriftsTop 44 Dme Capital Management LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GRBK | GREEN BRICK PARTNERS INC | 19.12% | 9.47M | $610.2M | +0.00%(+0) | $56.08(+41.30%) | 2026-03-31 | |
| FLR | FLUOR CORP | 6.94% | 4.75M | $221.5M | -14.55%(-808.55K) | $44.60(+10.86%) | 2026-03-31 | |
| CNR | CORE NATURAL RESOURCES INC | 6.1% | 1.86M | $194.6M | -11.54%(-242.34K) | $91.89(-13.66%) | 2026-03-31 | |
| BHF | BRIGHTHOUSE FINL INC | 5.33% | 2.84M | $170.2M | +1.79%(+50.00K) | $52.42(+22.11%) | 2026-03-31 | |
| PCG | PG&E CORP | 3.65% | 6.63M | $116.5M | -14.79%(-1.15M) | $14.70(+15.97%) | 2026-03-31 | |
| VSNT | VERSANT MEDIA GROUP INC | 3.51% | 3.03M | $112.1M | new | $41.01(-7.46%) | 2026-03-31 | |
| ACHC | ACADIA HEALTHCARE COMPANY IN | 3.31% | 4.52M | $105.7M | +9.64%(+397.18K) | $22.15(+44.10%) | 2026-03-31 | |
| VSCO | VICTORIAS SECRET AND CO | 3.28% | 2.26M | $104.6M | +29.87%(+519.02K) | $27.58(+220.89%) | 2026-03-31 | |
| DHT | DHT HOLDINGS INC | 3.02% | 5.27M | $96.3M | -28.42%(-2.09M) | $10.50(+63.60%) | 2026-03-31 | |
| PENN | PENN ENTERTAINMENT INC | 2.85% | 6.04M | $90.8M | +0.00%(+0) | $20.56(+7.06%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.19% | +19.74% |
| Top 20 Holdings Unweighted | +9.95% | +32.91% |
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