Every quarter Lumida Wealth presents a visual summary of the 45+ hedge funds we track every quarter that shape the future investing trends.
Enjoy the visual summary below or Check out the full data along with Ram’s insights in spreadsheet format here.
Please note:
– AUM indicates assets under management in managed 13F securities only, the overall AUM due to other positions (Debt, options etc) may be higher.
– Color intensity indicates relative weight.
– Individual stock Rectangles optimized for mobile readability and are not to scale
– Percentages are rounded to nearest decimal and indicate current portfolio weights
– We have prioritized top 5 stock positions wherever available.
– Each manager has a summary, sector analysis and legend for stock information.
Compliance Disclaimer: The information is for general informational purposes only and does not constitute investment advice. Past performance is not indicative of future results, and investments in hedge funds carry risks, including the potential loss of principal. We recommend that you seek independent financial advice before making any investment decisions.
Data Sources: Hedgefollow, Whalewisdom, Lumida analysis
Summary Overview
DME Capital Management, led by David Einhorn, has a concentrated portfolio with a strong focus on real estate and technology sectors. The fund’s top positions include significant investments in Green Brick Partners and CONSOL Energy, while recent activity shows new investments in media and consumer discretionary, alongside reductions in healthcare and technology.
3 sector-specific insights
- The top holdings reflect a strong emphasis on real estate and technology, with a major position in Green Brick Partners.
- New investments in media and consumer discretionary suggest a strategic diversification into these sectors.
- Reductions in healthcare and technology holdings indicate a rebalancing or profit-taking strategy.
Top 5 holdings, additions, and reduced positions
- KD (Kyndryl Holdings, Inc.): Technology sector, provides IT infrastructure services.
- HPQ (HP Inc.): Technology sector, provides personal computing and other access devices, imaging and printing products, and related technologies, solutions, and services.
- BHF (Brighthouse Financial, Inc.): Financial sector, provides annuities and life insurance products in the United States.
- CEIX (CONSOL Energy Inc.): Energy sector, produces and exports bituminous coal.
- GRBK (Green Brick Partners, Inc.): Real estate sector, engages in homebuilding and land development.
New Holdings
- IAC (IAC Inc.): Communication services sector, operates as a media and internet company.
- CPRI (Capri Holdings Limited): Consumer discretionary sector, engages in the design, marketing, and retailing of branded apparel and accessories.
- PTON (Peloton Interactive, Inc.): Consumer discretionary sector, provides interactive fitness products and services.
Reduced Holdings
- THC (Tenet Healthcare Corporation): Healthcare sector, operates as a diversified healthcare services company.
- ALIT (Alight Solutions, Inc.): Technology sector, provides cloud-based integrated digital human capital and business solutions.
- KD (Kyndryl Holdings, Inc.): Technology sector, provides IT infrastructure services.
- BHF (Brighthouse Financial, Inc.): Financial sector, provides annuities and life insurance products in the United States.
- GRBK (Green Brick Partners, Inc.): Real estate sector, engages in homebuilding and land development.
