Exited position

David Einhorn’s Peloton Interactive Inc (PTON) 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 reportedQ2 2024Earliest verified positive filing snapshot
Latest statusExited positionBased on the latest supported relationship state
Peak shares10.52MHighest verified quarter-end share count
Quarters reported8Verified quarters with shares above zero
What happened?

DME Capital Management first reported Peloton Interactive Inc in Q2 2024. The reported position was increased and reduced across later filings. The latest verified relationship event shows that DME Capital Management sold the entire position in Q2 2026, and the stock is no longer reported in the latest verified portfolio.

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
Sold the entire position−10.11M shares · No shares reported at quarter-end
Q1 2026
Bought 4,003.7% more+9.87M shares · 10.11M shares reported after the change
Filing context

Quarter-end price $4.29 · Estimated holding basis $4.32

Q3 2025
Bought 37.3% more+66.99K shares · 246.46K shares reported after the change
Filing context

Quarter-end price $9.00 · Estimated holding basis $5.52

Q2 2025
Sold 96.4% of the position−4.82M shares · 179.47K shares remained
Filing context

Quarter-end price $6.94 · Estimated holding basis $4.22

Q1 2025
Sold 52.5% of the position−5.52M shares · 5.00M shares remained
Filing context

Quarter-end price $6.32 · Estimated holding basis $4.22

Q4 2024
Bought 10.4% more+992.80K shares · 10.52M shares reported after the change
Filing context

Quarter-end price $8.70 · Estimated holding basis $4.22

1 unchanged quarter is collapsed by default.

Portfolio importance

How important was Peloton Interactive Inc in DME Capital Management’s reported portfolio?

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

Last reported portfolio weight1.4%Q1 2026
Last reported rank#26of 45 reported positions
Peak portfolio weight4.7%Q4 2024
Best historical rank#7Q4 2024
At peak importanceQ4 2024
PTON
4.7%
Largest holding
27.5%
Cross-investor discovery

Who else owns Peloton Interactive Inc?

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

Joel GreenblattGotham Asset Management
PTON0.0% of reported portfolio
Explore Peloton Interactive 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$4.902026-09-17

Market context only; not an investor transaction price.

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.