Exited position

David Einhorn’s Victorias Secret And Co (VSXY) 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 2025Earliest verified positive filing snapshot
Latest statusExited positionBased on the latest supported relationship state
Peak shares2.26MHighest verified quarter-end share count
Quarters reported4Verified quarters with shares above zero
What happened?

DME Capital Management first reported Victorias Secret And Co in Q2 2025. 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−2.26M shares · No shares reported at quarter-end
Q1 2026
Bought 29.9% more+519.02K shares · 2.26M shares reported after the change
Filing context

Quarter-end price $46.36 · Estimated holding basis $28.51

Q4 2025
Sold 10.1% of the position−194.59K shares · 1.74M shares remained
Filing context

Quarter-end price $54.17 · Estimated holding basis $23.18

Q3 2025
Bought 117.7% more+1.04M shares · 1.93M shares reported after the change
Filing context

Quarter-end price $27.14 · Estimated holding basis $23.18

Q2 2025
New position+887.75K shares · 887.75K shares reported
Filing context

Quarter-end price $18.52 · Estimated holding basis $18.52

Portfolio importance

How important was Victorias Secret And Co 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 weight3.3%Q1 2026
Last reported rank#8of 45 reported positions
Peak portfolio weight3.3%Q4 2025
Best historical rank#8Q1 2026
At peak importanceQ4 2025
VSXY
3.3%
Largest holding
20.8%
Cross-investor discovery

Who else owns Victorias Secret And Co?

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

Ray DalioBridgewater Associates, LP
VSXY0.1% of reported portfolio
Joel GreenblattGotham Asset Management
VSXY0.0% of reported portfolio
Explore Victorias Secret And Co 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$74.542026-09-14

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.