Fund Update: DME Capital Management, LP Just Disclosed New Holdings

DME Capital Management, LP just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 2025-05-15 report period. You can see the full portfolio on Sensa Market, and track moves made by other funds.

Per our estimates, the largest stock moves were:

• An increase of 6,750 shares of $OIH (~$1,718,202). This was a increase of ~120.32% from their previous position.
• An increase of 913,337 shares of $TECK/B (~$28,817,549). This was a increase of ~84.05% from their previous position.
• A decrease of 2,353,026 shares of $ALIT (~$17,272,940). This was a increase of ~-70.18% from their previous position.
• A decrease of 5,519,279 shares of $PTON (~$59,925,838). This was a increase of ~-52.45% from their previous position.
• An increase of 908,090 shares of $7HP (~$14,718,253). This was a increase of ~43.02% from their previous position.

Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.

Check out Sensa Market's fund page for DME Capital Management, LP for more details.