Current position

David Einhorn’s Roivant Sciences Ltd (ROIV) 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 2024Earliest verified positive filing snapshot
Latest statusCurrent positionBased on the latest supported relationship state
Peak shares5.44MHighest verified quarter-end share count
Quarters reported10Verified quarters with shares above zero
What happened?

DME Capital Management first reported Roivant Sciences Ltd in Q1 2024. The reported position was increased and reduced across later filings. DME Capital Management currently reports 2.15M shares. The latest verified filing showed: No change.

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
No change2.15M shares reported
Filing context

Quarter-end price $35.39 · Estimated holding basis $11.28

Q1 2026
Bought 4.0% more+83.36K shares · 2.15M shares reported after the change
Filing context

Quarter-end price $27.70 · Estimated holding basis $11.28

Q4 2025
Sold 9.1% of the position−206.22K shares · 2.07M shares remained
Filing context

Quarter-end price $21.70 · Estimated holding basis $10.62

Q3 2025
Sold 50.0% of the position−2.28M shares · 2.28M shares remained
Filing context

Quarter-end price $15.13 · Estimated holding basis $10.62

Q2 2025
Sold 16.4% of the position−890.11K shares · 4.55M shares remained
Filing context

Quarter-end price $11.27 · Estimated holding basis $10.62

Q1 2025
Bought 3.2% more+170.10K shares · 5.44M shares reported after the change
Filing context

Quarter-end price $10.09 · Estimated holding basis $10.62

Portfolio importance

How important is Roivant Sciences Ltd 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 weight1.9%Q2 2026
Current rank#18of 46 reported positions
Peak portfolio weight3.2%Q4 2024
Best historical rank#10Q4 2024
At peak importanceQ4 2024
ROIV
3.2%
Largest holding
27.5%
Cross-investor discovery

Who else owns Roivant Sciences Ltd?

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

Joel GreenblattGotham Asset Management
ROIV0.1% of reported portfolio
Explore Roivant Sciences Ltd 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$39.772026-09-18

Market context only; not an investor transaction price.

Latest filing quarter-end price$35.39Q2 2026

Derived from validated reported value and shares where supported.

Estimated holding basis$11.28Historical 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.