Green Brick Partners retired 1.3% of its shares in twelve months, so this stake grew 1.3% without buying a share.
Shares held, 8 quarters
Superinvestors › David Einhorn
David Einhorn’s cannibal stocks
DME Capital Management · 13F for Q2 2026
14cannibals held
$1.7Bin these positions
Q2 2026latest 13F filing
Brighthouse Financial has retired 52.0% of its shares since its peak.
Shares held, 8 quarters
Fortune Brands Innovations retired 0.6% of its shares in twelve months, so this stake grew 0.6% without buying a share.
Shares held, 8 quarters
Capri retired 4.6% of its shares in twelve months, so this stake grew 4.8% without buying a share.
Shares held, 8 quarters
Crocs retired 7.6% of its shares in twelve months, so this stake grew 8.3% without buying a share.
Shares held, 8 quarters
Roivant Sciences
ROIVUnchanged$76.2M2,152,669 shares
Tracked by the Radar, not on the leaderboard yet.
Shares held, 8 quarters
PayPal retired 8.6% of its shares in twelve months, so this stake grew 9.4% without buying a share.
Shares held, 8 quarters
Henry Schein retired 5.3% of its shares in twelve months, so this stake grew 5.6% without buying a share.
Shares held, 8 quarters
Deckers Outdoor retired 6.4% of its shares in twelve months, so this stake grew 6.8% without buying a share.
Shares held, 8 quarters
Spectrum Brands retired 1.6% of its shares in twelve months, so this stake grew 1.7% without buying a share.
Shares held, 8 quarters
PVH has retired 44.1% of its shares since its peak.
Shares held, 8 quarters
Comcast retired 4.3% of its shares in twelve months, so this stake grew 4.5% without buying a share.
Shares held, 8 quarters
TripAdvisor has retired 12.2% of its shares since its peak.
Shares held, 8 quarters
Cigna retired 1.1% of its shares in twelve months, so this stake grew 1.1% without buying a share.
Shares held, 8 quarters
Values as reported in the 13F at quarter end. See the Q2 2026 filing on EDGAR.
Questions
Which cannibal stocks does David Einhorn own?
In the Q2 2026 13F, DME Capital Management held GRBK, BHF, FBIN, CPRI, CROX, ROIV, PYPL, HSIC, DECK, SPB, PVH, CMCSA, TRIP, CI. 13 of them are on the Buyback Radar leaderboard.
Where does this data come from?
From DME Capital Management's 13F filings with the SEC, the last eight quarters, amendments applied, options excluded. A 13F shows US-listed stock positions at quarter end and is filed up to 45 days later, so it is a record, not a live portfolio.
How do buybacks help David Einhorn?
PayPal retired 8.6% of its shares in the last twelve months. That alone made every remaining share, including David Einhorn's 1,424,320, 9.4% bigger as a slice of the company, without buying anything.
David Einhorn’s moves in companies like these are covered on Cannibal Stocks.
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