David Einhorn Holdings Activity

Greenlight Capital Portfolio 13F

Greenlight Capital has disclosed a total of 29 changes to the portfolio in the latest (2025 Q1) SEC report(s): increased the number of shares of 13, bought 2 totally new, decreased the number of shares of 9 and completely sold out 5 position(s).

What stocks is David Einhorn buying now?

In the recent quarter David Einhorn has bought 15 securities out of which top 5 purchases (by % change to portfolio) are (CNR) CORE NATURAL RESOURCES INC (new buy), (TECK) TECK RESOURCES LTD-CLS B (added shares +84.05%), (DLTR) DOLLAR TREE INC (new buy), (CPRI) CAPRI HOLDINGS LTD (added shares +65.38%) and (HPQ) HP INC (added shares +43.02%).

What does David Einhorn invest in?

David Einhorn's top 5 holdings (by % of portfolio) are (GRBK) GREEN BRICK PARTNERS INC (27.96%), (CNR) CORE NATURAL RESOURCES INC (8.62%), (BHF) BRIGHTHOUSE FINANCIAL INC (8.23%), (KD) KYNDRYL HOLDINGS INC (6.58%) and (PENN) PENN NATIONAL GAMING INC (5.18%).

In the latest report(s) the following changes have been made to the top investments: (CNR) CORE NATURAL RESOURCES INC (new buy), (BHF) BRIGHTHOUSE FINANCIAL INC (reduced shares -1.2%), (KD) KYNDRYL HOLDINGS INC (added shares +9.91%) and (PENN) PENN NATIONAL GAMING INC (added shares +9.05%).

History
Ticker
Stock
%
Activity
Share
Change
% change to
Portfolio
Reported
Price*
% difference
Current Price
% of
Portfolio
2018 Q4 (20 results)
SFLY
SHUTTERFLY INC
buy
+521,200
+1.52%
$40.26
-
0.00%
SATS
ECHOSTAR CORP-A
buy
+600,000
+1.59%
$36.72
19.39% $29.60
1.59%
CEIX
CONSOL ENERGY INC
buy
+116,200
+0.32%
$31.71
165.43% $84.16
0.32%
HGV
HILTON GRAND VACATIONS INC
buy
+1,120,000
+2.14%
$26.39
81.43% $47.88
2.14%
DDS
DILLARDS INC-CL A
buy
+250,000
+1.09%
$60.31
605.93% $425.73
0.00%
CC
CHEMOURS CO/THE
buy
+169,000
+0.41%
$28.23
53.34% $13.17
0.00%
ADNT
ADIENT PLC
+74.00%
+843,013
+0.92%
$15.06
47.61% $22.23
2.16%
TPX
TEMPUR SEALY INTERNATIONAL I
+70.30%
+2,198,208
+1.65%
$10.35
535.86% $65.81
3.99%
ATUS
ALTICE USA INC- A
+41.66%
+1,209,521
+1.45%
$16.52
83.78% $2.68
4.92%
AER
AERCAP HOLDINGS NV
+1.49%
+48,504
+0.16%
$39.60
189.27% $114.55
11.02%
CNX
CNX RESOURCES CORP
-0.28%
-9,900
-0.01%
$11.42
196.15% $33.82
2.88%
GM
GENERAL MOTORS CO
-19.74%
-2,936,800
-7.11%
$33.45
57.58% $52.71
28.91%
VOYA
VOYA FINANCIAL INC
-48.59%
-766,617
-2.89%
$40.14
77.36% $71.19
3.06%
BHF
BRIGHTHOUSE FINANCIAL INC
-71.57%
-8,287,281
-18.28%
$30.48
55.25% $47.32
7.26%
SHW
SHERWIN-WILLIAMS CO/THE
-100.00%
-24,300
-0.27%
$151.77
123.40% $339.05
0.00%
1812212D
IAC/INTERACTIVECORP
-100.00%
-435,150
-6.82%
$216.72
-
0.00%
TSCO
TRACTOR SUPPLY COMPANY
-100.00%
-38,937
-0.29%
$90.90
38.02% $56.34
0.00%
KORS
MICHAEL KORS HOLDINGS LTD
-100.00%
-49,200
-0.24%
$68.56
-
0.00%
PRGO
PERRIGO CO PLC
-100.00%
-220,001
-1.13%
$70.80
61.79% $27.05
0.00%
AABA
ALTABA INC
-100.00%
-1,472,598
-7.26%
$68.12
-
0.00%
2018 Q3 (28 results)
TSCO
TRACTOR SUPPLY COMPANY
buy
+38,937
+0.17%
$90.90
38.02% $56.34
0.00%
ATUS
ALTICE USA INC- A
buy
+2,757,868
+2.22%
$18.14
85.23% $2.68
2.22%
SDRLF
SEADRILL LTD
buy
+931,652
+1.10%
$24.78
99.44% $0.14
1.10%
SHW
SHERWIN-WILLIAMS CO/THE
buy
+24,300
+0.16%
$151.77
123.40% $339.05
0.00%
KORS
MICHAEL KORS HOLDINGS LTD
buy
+49,200
+0.14%
$68.56
-
0.00%
ADNT
ADIENT PLC
+94.06%
+532,876
+0.92%
$39.31
43.45% $22.23
1.89%
1812212D
IAC/INTERACTIVECORP
+33.42%
+109,003
+1.00%
$216.72
-
0.00%
MDCO
MEDICINES COMPANY
-5.12%
-46,336
-0.06%
$29.91
-
1.20%
AER
AERCAP HOLDINGS NV
-6.69%
-271,730
-0.66%
$57.52
99.15% $114.55
9.20%
AABA
ALTABA INC
-16.53%
-291,702
-0.84%
$68.12
-
0.00%
VOYA
VOYA FINANCIAL INC
-29.45%
-855,215
-1.79%
$49.67
43.33% $71.19
4.30%
GM
GENERAL MOTORS CO
-29.68%
-5,777,416
-8.93%
$33.67
56.55% $52.71
21.16%
CNX
CNX RESOURCES CORP
-54.10%
-4,125,000
-2.49%
$14.31
136.34% $33.82
2.11%
PRGO
PERRIGO CO PLC
-88.13%
-1,632,919
-4.88%
$70.80
61.79% $27.05
0.00%
GPS
GAP INC/THE
-100.00%
-134,000
-0.18%
$32.39
24.20% $24.55
0.00%
AAPL
APPLE INC
-100.00%
-568,400
-1.11%
$46.28
351.86% $209.11
0.00%
DG
DOLLAR GENERAL CORP
-100.00%
-24,142
-0.18%
$98.57
14.86% $113.22
0.00%
TWTR
TWITTER INC
-100.00%
-1,571,528
-2.96%
$43.67
22.97% $53.70
0.00%
MU
MICRON TECHNOLOGY INC
-100.00%
-275,500
-0.61%
$52.44
129.05% $120.11
0.00%
AZO
AUTOZONE INC
-100.00%
-6,000
-0.17%
$671.00
450.96% $3,696.94
0.00%
DLTR
DOLLAR TREE INC
-100.00%
-47,000
-0.17%
$85.00
25.35% $106.55
0.00%
CLPR
CLIPPER REALTY INC
-100.00%
-730,772
-0.26%
$8.54
55.97% $3.76
0.00%
VNTR
VENATOR MATERIALS PLC
-100.00%
-131,294
-0.09%
$16.36
98.35% $0.27
0.00%
MYL
MYLAN NV
-100.00%
-6,859,000
-10.47%
$36.14
-
0.00%
BBY
BEST BUY CO INC
-100.00%
-30,185
-0.16%
$74.59
7.67% $68.87
0.00%
DSW
DSW INC
-100.00%
-207,600
-0.23%
$25.82
-
0.00%
CNDT
CONDUENT INC
-100.00%
-1,539,447
-1.18%
$18.17
85.91% $2.56
0.00%
TJX
TJX COMPANIES INC
-100.00%
-90,000
-0.18%
$47.60
155.76% $121.74
0.00%
48 of 1,606

Shares, change to shares, sold shares - 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.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.