David Einhorn
Greenlight Capital
Greenlight Capital Portfolio 13F
David Einhorn Holdings Activity
- Portfolio value:
- $3.91B~ (+$718M~)
- Previous value:
- $3.19B~
- # of changes:
- 35
- New positions:
- 7
- Reported for:
- 30 Jun 2026 (Q2)
- Latest filing date:
- 14 Aug 2026
Greenlight Capital has disclosed a total of 35 changes to the portfolio in the latest (2026 Q2) SEC report(s): increased the number of shares of 11, bought 7 totally new, decreased the number of shares of 11 and completely sold out 6 position(s).
What stocks is David Einhorn buying now?
In the recent quarter David Einhorn has bought 18 securities out of which top 5 purchases (by % change to portfolio) are (CNR) Core Natural Resources, Inc (added shares +22.88%), (FBIN) Fortune Brands Innovations Inc (new buy), (GPK) Graphic Packaging Holding Company (added shares +9.38%), (VGNT) VERSIGENT PLC (new buy) and (BKV) BKV Corp (added shares +14.83%).
35 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Comcast Corp
|
new
|
+1,345,780
|
1,345,780
|
+0.85%
|
$24.55
|
+9.17%($26.80)
|
0.85%
|
2026 Q2
|
~0.25 years
|
|
|
|
Fortune Brands Innovations Inc
|
new
|
+2,241,875
|
2,241,875
|
+3.15%
|
$54.90
|
-17.35%($45.37)
|
3.15%
|
2026 Q2
|
~0.25 years
|
|
|
|
PayPal Holdings Inc
|
new
|
+1,424,320
|
1,424,320
|
+1.57%
|
$43.18
|
+24.65%($53.82)
|
1.57%
|
2026 Q2
|
~0.25 years
|
|
|
|
Primo Brands Corp
|
new
|
+2,823,660
|
2,823,660
|
+1.77%
|
$24.44
|
-7.67%($22.56)
|
1.77%
|
2026 Q2
|
~0.25 years
|
|
|
|
PVH Corp
|
new
|
+520,800
|
520,800
|
+0.99%
|
$74.26
|
+1.80%($75.60)
|
0.99%
|
2026 Q2
|
~0.25 years
|
|
|
|
VERSIGENT PLC
|
new
|
+2,277,640
|
2,277,640
|
+2.45%
|
$42.01
|
+15.45%($48.50)
|
2.45%
|
2026 Q2
|
~0.25 years
|
|
|
|
Warner Bros Discovery Inc
|
new
|
+2,246,180
|
2,246,180
|
+1.53%
|
$26.66
|
+7.80%($28.74)
|
1.53%
|
2026 Q2
|
~0.25 years
|
|
|
|
Sotera Health Co
|
+100.20%
|
+2,069,835
|
4,135,515
|
+0.94%
|
$17.75
|
+8.82%($19.32)
|
1.88%
|
2025 Q2
|
~1.25 years
|
|
|
|
Dauch Corp
|
+96.39%
|
+6,083,754
|
12,395,104
|
+0.84%
|
$5.42
|
+16.88%($6.34)
|
1.72%
|
2026 Q1
|
~0.50 years
|
|
|
|
Antero Resources Corp
|
+94.69%
|
+765,620
|
1,574,140
|
+0.69%
|
$35.14
|
+9.90%($38.62)
|
1.42%
|
2025 Q4
|
~0.75 years
|
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted. 2013 Q2 is the earliest period we have data for, so "2013 Q2*" means "2013 Q2 or earlier".