Perbedaan portofolio
Greenlight Capital (DME Capital)
Q1 2026 ⇄ Q2 2026
+7Ditambahkan
−6Dihapus
25Diubah ukurannya
14Tidak berubah
Ditambahkan (Q2 2026)
| Efek | Nilai | Saham |
|---|---|---|
| VGNT VERSIGENT PLC | $83.25M | 1.98M |
| PRMB PRIMO BRANDS… | $66.56M | 2.72M |
| WBD WARNER BROS DISCOVERY… | $55.68M | 2.09M |
| CMCSA COMCAST CORP NEW | $33.04M | 1.35M |
| PYPL PAYPAL HLDGS INC | $9.13M | 211.53K |
| PVH PVH CORPORATION | $5.72M | 76.98K |
| FBHS FORTUNE BRANDS… | $4.27M | 77.85K |
Dihapus (dipegang di Q1 2026)
| Efek | Nilai saat itu | Saham saat itu |
|---|---|---|
| VSXY VICTORIAS SECRET AND… | $88.23M | 1.90M |
| SLM SLM CORP | $37.87M | 1.77M |
| WFRD WEATHERFORD INTL PLC | $13.78M | 145.72K |
| ZIM ZIM INTEGRATED… | $7.84M | 297.48K |
| PTON PELOTON INTERACTIVE… | $7.11M | 1.66M |
| KPLT KATAPULT HOLDINGS INC | $82 | 35.60K |
Posisi yang diubah ukurannya
| Efek | Q1 2026 saham | Q2 2026 saham | Perubahan |
|---|---|---|---|
| FLR FLUOR CORP | 141.73K | 3.83M | +2601.1% |
| SHC SOTERA HEALTH CO | 327.10K | 3.70M | +1032.6% |
| CI THE CIGNA GROUP | 13.30K | 75.10K | +464.7% |
| DECK DECKERS OUTDOOR CORP | 77.74K | 428.02K | +450.6% |
| GPK GRAPHIC PACKAGING HLDG… | 1.52M | 7.87M | +417.8% |
| PSKY PARAMOUNT SKYDANCE CORP | 653.29K | 3.27M | +401.0% |
| VSNT VERSANT MEDIA GROUP INC | 509.87K | 1.63M | +219.5% |
| AR ANTERO RESOURCES CORP | 679.44K | 1.39M | +105.3% |
| GRBK GREEN BRICK PARTNERS INC | 8.64M | 824.88K | -90.5% |
| BKV BKV CORP | 2.27M | 425.04K | -81.3% |
| GPRO GOPRO INC | 1.36M | 334.87K | -75.4% |
| DCH DAUCH CORP | 5.50M | 1.46M | -73.5% |
| GLPGF LAKEFRONT… | 376.06K | 106.68K | -71.6% |
| TRIP TRIPADVISOR INC | 1.55M | 2.35M | +51.4% |
| CNC CENTENE CORP DEL | 2.28M | 1.39M | -38.8% |
| CNR CORE NATURAL RESOURCES… | 1.56M | 1.95M | +25.0% |
| SNX TD SYNNEX CORPORATION | 402.61K | 324.63K | -19.4% |
| GLD SPDR GOLD TR | 99.61K | 83.42K | -16.3% |
| PENN PENN ENTERTAINMENT INC | 1.03M | 863.62K | -15.8% |
| SPB SPECTRUM BRANDS… | 546.09K | 474.47K | -13.1% |
| REZI RESIDEO TECHNOLOGIES INC | 249.91K | 224.30K | -10.2% |
| VTRS VIATRIS INC | 297.72K | 269.59K | -9.4% |
| DHT DHT HOLDINGS INC | 4.41M | 4.29M | -2.5% |
| TEVA TEVA PHARMACEUTICAL… | 2.43M | 2.45M | +0.8% |
| ACHC ACADIA HEALTHCARE… | 3.77M | 3.79M | +0.5% |
Perbandingan jumlah saham mentah antara dua kuartal yang dipilih (sebagaimana dilaporkan; pemecahan saham antara kuartal yang berjauhan tidak disesuaikan di sini — tab perubahan kuartalan pada halaman manajer sudah disesuaikan terhadap pemecahan saham). Hanya posisi saham biasa dengan ticker yang telah dipetakan.
Asal-usul data: Kedua snapshot berasal dari tabel informasi 13F manajer yang telah diurai (versi terbaru yang diterima).
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