Current position

David Einhorn’s Core Natural Resources Inc (CNR) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

DME Capital ManagementVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ1 2025Earliest verified positive filing snapshot
Latest statusCurrent positionBased on the latest supported relationship state
Peak shares2.28MHighest verified quarter-end share count
Quarters reported6Verified quarters with shares above zero
What happened?

DME Capital Management first reported Core Natural Resources Inc in Q1 2025. The reported position was increased and reduced across later filings. DME Capital Management currently reports 2.28M shares. The latest verified filing showed: Bought 22.9% more.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q2 2026
Bought 22.9% more+425.06K shares · 2.28M shares reported after the change
Filing context

Quarter-end price $80.02 · Estimated holding basis $77.64

Q1 2026
Sold 11.5% of the position−242.34K shares · 1.86M shares remained
Filing context

Quarter-end price $104.73 · Estimated holding basis $77.10

Q4 2025
Sold 2.6% of the position−55.16K shares · 2.10M shares remained
Filing context

Quarter-end price $88.51 · Estimated holding basis $77.10

Q2 2025
Sold 2.4% of the position−53.00K shares · 2.16M shares remained
Filing context

Quarter-end price $69.74 · Estimated holding basis $77.10

Q1 2025
New position+2.21M shares · 2.21M shares reported
Filing context

Quarter-end price $77.10 · Estimated holding basis $77.10

1 unchanged quarter is collapsed by default.

Portfolio importance

How important is Core Natural Resources Inc in DME Capital Management’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Current portfolio weight4.7%Q2 2026
Current rank#3of 46 reported positions
Peak portfolio weight8.6%Q1 2025
Best historical rank#2Q1 2025
At peak importanceQ1 2025
CNR
8.6%
Largest holding
28.0%
Cross-investor discovery

Who else owns Core Natural Resources Inc?

Also reported by 1 other tracked investor in their latest verified filings.

Joel GreenblattGotham Asset Management
CNR0.0% of reported portfolio
Explore Core Natural Resources Inc across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$91.082026-09-18

Market context only; not an investor transaction price.

Latest filing quarter-end price$80.02Q2 2026

Derived from validated reported value and shares where supported.

Estimated holding basis$77.64Historical reference — not actual purchase price

Calculated from supported filing history.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

SEC history uses the documented manager succession from Greenlight Capital Inc. to DME Capital Management, LP. This tracker reflects public Form 13F disclosures, not David Einhorn’s personal brokerage account or exact trade dates.