David Einhorn - DME Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    45
Portfolio value:    $3,190,735,190
Holdings Activity Buys Sells    History
Holding/activity history for  VanEck Gold Miners ETF (GDX)
← All GDX superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 0 0.00 Sell 100.00% 0.20 $78.74–117.18 · VW $99.49i SEC
2025   Q4 64,960 0.20 Reduce 15.04% 0.03 $68.13–91.67 · VW $78.81i $5,571,619 SEC
2025   Q3 76,460 0.23 $76.40 $5,841,544 SEC
2025   Q2 76,460 0.17 $52.06 $3,980,508 SEC
2025   Q1 76,460 0.18 Reduce 31.36% 0.06 $34.44–46.94 · VW $40.85i $3,514,867 SEC
2024   Q4 111,390 0.19 $33.91 $3,777,235 SEC
2024   Q3 111,390 0.18 $39.82 $4,435,550 SEC
2024   Q2 111,390 0.18 $33.93 $3,779,463 SEC
2024   Q1 111,390 0.16 Buy 0.16 $25.67–31.78 · VW $28.67i $3,522,152 SEC
2021   Q1 0 0.00 Sell 100.00% 2.13 $30.64–39.01 · VW $33.73i SEC
2020   Q4 969,100 2.13 $36.02 $34,907,000 SEC
2020   Q3 969,100 3.14 Reduce 47.13% 3.46 $35.52–45.78 · VW $41.16i $37,950,000 SEC
2020   Q2 1,833,100 7.35 Buy 7.35 $23.00–37.49 · VW $32.87i $67,238,000 SEC
2017   Q4 0 0.00 Sell 100.00% 3.24 $21.27–23.99 · VW $22.74i SEC
2017   Q3 7,944,896 3.24 $22.96 $182,415,000 SEC
2017   Q2 7,944,896 2.93 $22.08 $175,423,000 SEC
2017   Q1 7,944,896 2.85 $22.81 $181,223,000 SEC
2016   Q4 7,944,896 3.50 Reduce 2.41% 0.10 $18.58–26.57 · VW $22.43i $166,207,000 SEC
2016   Q3 8,141,296 4.30 Reduce 1.21% 0.05 $25.17–31.79 · VW $27.91i $215,174,000 SEC
2016   Q2 8,240,596 4.38 $27.71 $228,347,000 SEC
2016   Q1 8,240,596 2.90 Reduce 3.25% 0.07 $12.40–21.42 · VW $17.89i $164,565,000 SEC
2015   Q4 8,517,796 2.21 $13.72 $116,864,000 SEC
2015   Q3 8,517,796 1.99 $13.74 $117,034,000 SEC
2015   Q2 8,517,796 1.92 $17.76 $151,275,000 SEC
2015   Q1 8,517,796 2.04 $18.24 $155,364,000 SEC
2014   Q4 8,517,796 2.11 Add 34.79% 0.55 $16.45–22.16 · VW $18.56i $156,556,000 SEC
2014   Q3 6,319,308 2.00 Reduce 26.98% 0.89 $21.29–27.78 · VW $25.24i $134,980,000 SEC
2014   Q2 8,653,896 3.28 $26.45 $228,895,000 SEC
2014   Q1 8,653,896 3.32 Reduce 1.63% 0.04 $21.26–28.03 · VW $24.44i $204,232,000 SEC
2013   Q4 8,796,896 2.66 $21.13 $185,879,000 SEC
2013   Q3 8,796,896 4.10 $25.02 $220,099,000 SEC
2013   Q2 8,796,896 4.24 Add 46.49% 1.34 $22.21–37.88 · VW $28.95i $215,436,000 SEC
2013   Q1 6,004,971 3.68 $37.85 $227,289,000 SEC
2012   Q4 6,004,971 4.61 $46.39 $278,571,000 SEC
2012   Q3 6,004,971 5.74 $53.71 $322,527,000 SEC
2012   Q2 6,004,971 4.63 Reduce 17.34% 1.24 $39.08–50.76 · VW $44.95i $268,843,000 SEC
2012   Q1 7,264,971 7.17 $49.57 $360,125,000 SEC
2011   Q4 7,264,971 8.03 $51.43 $373,637,000 SEC
2011   Q3 7,264,971 9.35 Add 104.82% 4.79 $53.02–66.98 · VW $58.93i $400,953,000 SEC
2011   Q2 3,546,971 4.41 $54.59 $193,630,000 SEC
2011   Q1 3,546,971 4.41 $60.06 $213,032,000 SEC
2010   Q4 3,546,971 4.96 Add 37.30% 1.35 $53.67–64.62 · VW $59.21i $218,032,000 SEC
2010   Q3 2,583,371 4.07 $55.93 $144,488,000 SEC
2010   Q2 2,583,371 4.53 Reduce 19.27% 0.92 $45.36–54.83 · VW $50.22i $134,232,000 SEC
2010   Q1 3,200,000 4.75 $44.41 $142,112,000 SEC
2009   Q4 3,200,000 5.11 $46.21 $147,872,000 SEC
2009   Q3 3,200,000 5.66 $45.29 $144,928,000 SEC
2009   Q2 3,200,000 4.44 $37.76 $120,832,000 SEC
2009   Q1 3,200,000 5.09 $36.88 $118,016,000 SEC
2008   Q4 3,200,000 5.63 Buy 5.63 $15.83–35.49 · VW $25.80i $108,416,000 SEC
Price snapshot:
Current price$73.37
52-week low$50.09
52-week high$117.18