Manager activity
DME Capital Management
New
7
Add
11
Reduce
11
Exit
6
35 shown
| ticker | action | Δ port | detail | period |
|---|---|---|---|---|
| FBIN | New | +3.15 pp | opened 3.2% | Q1→Q2 |
| VGNT | New | +2.45 pp | opened 2.5% | Q1→Q2 |
| PRMB | New | +1.77 pp | opened 1.8% | Q1→Q2 |
| PYPL | New | +1.57 pp | opened 1.6% | Q1→Q2 |
| WBD | New | +1.53 pp | opened 1.5% | Q1→Q2 |
| PVH | New | +0.99 pp | opened 1.0% | Q1→Q2 |
| CMCSA | New | +0.85 pp | opened 0.9% | Q1→Q2 |
| Victorias Secret | Exit | −3.28 pp | was 3.3% | Q1→Q2 |
| SLM | Exit | −1.41 pp | was 1.4% | Q1→Q2 |
| PTON | Exit | −1.36 pp | was 1.4% | Q1→Q2 |
| WFRD | Exit | −0.43 pp | was 0.4% | Q1→Q2 |
| Zim Integrated | Exit | −0.29 pp | was 0.3% | Q1→Q2 |
| Katapult | Exit | 0.00 pp | was 0% | Q1→Q2 |
| CNR | Add | −1.42 pp | +22.9% sh | Q1→Q2 |
| SHC | Add | +0.95 pp | +100.2% sh | Q1→Q2 |
| DCH | Add | +0.55 pp | +96.4% sh | Q1→Q2 |
| VTRS | Add | +0.36 pp | +52.6% sh | Q1→Q2 |
| AR | Add | +0.34 pp | +94.7% sh | Q1→Q2 |
| REZI | Add | −0.31 pp | +7.9% sh | Q1→Q2 |
| TCOM | Add | +0.31 pp | +51.0% sh | Q1→Q2 |
| BKV | Add | −0.24 pp | +14.8% sh | Q1→Q2 |
| DECK | Add | −0.22 pp | +5.2% sh | Q1→Q2 |
| HSIC | Add | +0.15 pp | +19.9% sh | Q1→Q2 |
| PKG | Add | −0.14 pp | +9.4% sh | Q1→Q2 |
| VSNT | Reduce | −1.74 pp | −36.5% sh | Q1→Q2 |
| Dht | Reduce | −0.89 pp | −4.5% sh | Q1→Q2 |
| FLR | Reduce | −0.70 pp | −1.9% sh | Q1→Q2 |
| GLD | Reduce | −0.56 pp | −16.3% sh | Q1→Q2 |
| Capri | Reduce | −0.43 pp | −2.2% sh | Q1→Q2 |
| PENN | Reduce | +0.36 pp | −3.0% sh | Q1→Q2 |
| SPB | Reduce | −0.27 pp | −13.7% sh | Q1→Q2 |
| TEVA | Reduce | −0.25 pp | −0.8% sh | Q1→Q2 |
| CNC | Reduce | −0.09 pp | −39.6% sh | Q1→Q2 |
| SNX | Reduce | +0.07 pp | −20.5% sh | Q1→Q2 |
| ACHC | Reduce | +0.01 pp | −2.6% sh | Q1→Q2 |