Manager activity
DME Capital Management
New
7
Add
11
Reduce
11
Exit
5
34 shown
| ticker | action | Δ weight | detail | period |
|---|---|---|---|---|
| FBIN | New | 0% to 3.2% | $123M | Q1→Q2 |
| VGNT | New | 0% to 2.5% | $96M | Q1→Q2 |
| PRMB | New | 0% to 1.8% | $69M | Q1→Q2 |
| PYPL | New | 0% to 1.6% | $62M | Q1→Q2 |
| WBD | New | 0% to 1.5% | $60M | Q1→Q2 |
| PVH | New | 0% to 0.99% | $39M | Q1→Q2 |
| CMCSA | New | 0% to 0.85% | $33M | Q1→Q2 |
| VSXY | Exit | 3.3% to 0% | $105M | Q1→Q2 |
| SLM | Exit | 1.4% to 0% | $45M | Q1→Q2 |
| PTON | Exit | 1.4% to 0% | $43M | Q1→Q2 |
| WFRD | Exit | 0.43% to 0% | $14M | Q1→Q2 |
| ZIM | Exit | 0.29% to 0% | $9M | Q1→Q2 |
| CNR | Add | 6.1% to 4.7% | +22.9% sh | Q1→Q2 |
| SHC | Add | 0.93% to 1.9% | +100.2% sh | Q1→Q2 |
| DCH | Add | 1.2% to 1.7% | +96.4% sh | Q1→Q2 |
| VTRS | Add | 0.77% to 1.1% | +52.6% sh | Q1→Q2 |
| AR | Add | 1.1% to 1.4% | +94.7% sh | Q1→Q2 |
| REZI | Add | 1.7% to 1.4% | +7.9% sh | Q1→Q2 |
| TCOM | Add | 0.52% to 0.83% | +51.0% sh | Q1→Q2 |
| BKV | Add | 2.4% to 2.2% | +14.8% sh | Q1→Q2 |
| DECK | Add | 1.5% to 1.3% | +5.2% sh | Q1→Q2 |
| HSIC | Add | 1.4% to 1.5% | +19.9% sh | Q1→Q2 |
| PKG | Add | 2.8% to 2.7% | +9.4% sh | Q1→Q2 |
| VSNT | Reduce | 3.5% to 1.8% | −36.5% sh | Q1→Q2 |
| DHT | Reduce | 3.0% to 2.1% | −4.5% sh | Q1→Q2 |
| FLR | Reduce | 6.9% to 6.2% | −1.9% sh | Q1→Q2 |
| GLD | Reduce | 1.3% to 0.79% | −16.3% sh | Q1→Q2 |
| CPRI | Reduce | 2.7% to 2.3% | −2.2% sh | Q1→Q2 |
| PENN | Reduce | 2.9% to 3.2% | −3.0% sh | Q1→Q2 |
| SPB | Reduce | 1.5% to 1.2% | −13.7% sh | Q1→Q2 |
| TEVA | Reduce | 2.8% to 2.5% | −0.8% sh | Q1→Q2 |
| CNC | Reduce | 2.8% to 2.7% | −39.6% sh | Q1→Q2 |
| SNX | Reduce | 2.5% to 2.6% | −20.5% sh | Q1→Q2 |
| ACHC | Reduce | 3.3% to 3.3% | −2.6% sh | Q1→Q2 |