Current position

David Einhorn’s Warner Bros Discovery Inc (WBD) 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 shares2.25MHighest verified quarter-end share count
Quarters reported2Verified quarters with shares above zero
What happened?

DME Capital Management first reported Warner Bros Discovery Inc in Q4 2025. After an earlier exit, the position later appeared again in a verified filing. DME Capital Management currently reports 2.25M shares. The latest verified filing showed: New 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
New position+2.25M shares · 2.25M shares reported
Filing context

Quarter-end price $26.66 · Estimated holding basis $26.66

Q1 2026
Sold the entire position−1.53M shares · No shares reported at quarter-end
Q4 2025
New position+1.53M shares · 1.53M shares reported
Filing context

Quarter-end price $28.82 · Estimated holding basis $28.82

Portfolio importance

How important is Warner Bros Discovery 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 weight1.5%Q2 2026
Current rank#25of 46 reported positions
Peak portfolio weight1.6%Q4 2025
Best historical rank#20Q4 2025
At peak importanceQ4 2025
WBD
1.6%
Largest holding
20.8%
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$27.802026-09-18

Market context only; not an investor transaction price.

Latest filing quarter-end price$26.66Q2 2026

Derived from validated reported value and shares where supported.

Estimated holding basis$26.66Historical 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.