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  Kyndryl Holdings, Inc. (KD)
← All KD superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 0 0.00 Sell 100.00% 3.56 $10.10–27.74 · VW $14.37i SEC
2025   Q4 3,816,353 3.56 Reduce 12.14% 0.62 $23.28–30.99 · VW $26.74i $101,362,336 SEC
2025   Q3 4,343,627 5.13 Add 31.18% 1.22 $28.67–44.20 · VW $32.93i $130,439,119 SEC
2025   Q2 3,311,297 5.97 Reduce 19.92% 1.31 $26.39–43.74 · VW $36.72i $138,942,022 SEC
2025   Q1 4,135,207 6.58 Add 9.91% 0.59 $27.80–43.61 · VW $36.19i $129,845,500 SEC
2024   Q4 3,762,442 6.70 Reduce 23.60% 1.11 $22.68–37.70 · VW $30.54i $130,180,493 SEC
2024   Q3 4,924,349 4.71 Add 11.01% 0.47 $21.34–28.33 · VW $24.29i $113,161,540 SEC
2024   Q2 4,435,819 5.71 Reduce 32.84% 2.16 $19.24–28.60 · VW $24.41i $116,706,398 SEC
2024   Q1 6,605,059 6.58 Add 3.92% 0.25 $19.19–22.90 · VW $21.35i $143,726,084 SEC
2023   Q4 6,356,069 6.45 Add 13.74% 0.78 $13.87–21.26 · VW $17.17i $132,079,115 SEC
2023   Q3 5,588,126 4.79 Add 25.61% 0.98 $11.92–17.32 · VW $15.00i $84,380,702 SEC
2023   Q2 4,448,766 2.77 Reduce 47.65% 3.25 $11.35–15.08 · VW $13.24i $59,079,613 SEC
2023   Q1 8,498,845 6.82 Reduce 5.64% 0.39 $11.13–17.21 · VW $14.36i $125,442,953 SEC
2022   Q4 9,006,560 6.94 Add 24.21% 1.35 $7.93–11.99 · VW $9.92i $100,152,948 SEC
2022   Q3 7,251,000 4.25 Add 34.94% 1.10 $8.17–12.09 · VW $10.46i $59,965,000 SEC
2022   Q2 5,373,400 4.09 Add 122.00% 2.25 $9.10–14.48 · VW $11.35i $52,552,000 SEC
2022   Q1 2,420,400 2.02 Add 162.40% 1.25 $10.92–19.63 · VW $14.83i $31,756,000 SEC
2021   Q4 922,400 0.96 Buy 0.96 $15.45–52.00 · VW $21.73i
IPO/listing quarter
$16,695,000 SEC
Price snapshot:
Current price$12.32
52-week low$10.10
52-week high$40.25