Current position

David Einhorn’s Spectrum Brands Holdings Inc (SPB) 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 reportedQ4 2025Earliest verified positive filing snapshot
Latest statusCurrent positionBased on the latest supported relationship state
Peak shares663.89KHighest verified quarter-end share count
Quarters reported3Verified quarters with shares above zero
What happened?

DME Capital Management first reported Spectrum Brands Holdings Inc in Q4 2025. The reported position was reduced across later filings. DME Capital Management currently reports 561.44K shares. The latest verified filing showed: Sold 13.7% of the position.

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 13.7% of the position−88.92K shares · 561.44K shares remained
Filing context

Quarter-end price $85.75 · Estimated holding basis $59.08

Q1 2026
Sold 2.0% of the position−13.53K shares · 650.36K shares remained
Filing context

Quarter-end price $73.70 · Estimated holding basis $59.08

Q4 2025
New position+663.89K shares · 663.89K shares reported
Filing context

Quarter-end price $59.08 · Estimated holding basis $59.08

Portfolio importance

How important is Spectrum Brands Holdings 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 weight1.2%Q2 2026
Current rank#31of 46 reported positions
Peak portfolio weight1.5%Q1 2026
Best historical rank#21Q4 2025
At peak importanceQ1 2026
SPB
1.5%
Largest holding
19.1%
Cross-investor discovery

Who else owns Spectrum Brands Holdings Inc?

Also reported by 2 other tracked investors in their latest verified filings.

Explore Spectrum Brands Holdings 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$86.222026-09-11

Market context only; not an investor transaction price.

Latest filing quarter-end price$85.75Q2 2026

Derived from validated reported value and shares where supported.

Estimated holding basis$59.08Historical 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.