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David Einhorn is back in PVH after 5.5 years out, now 0.99% of the portfolio.

Re-entered with 520,800 shares worth $38.67M; the fund had sold out of the name in 2020 Q4.
Published · Based on SEC filings

Low impact
Re-entry
2026 Q2

David Einhorn's Greenlight Capital reopened a position in PVH Corp (PVH) in 2026 Q2, after 5.5 years out, according to the 13F-HR filed with the SEC on August 14, 2026. At quarter-end prices the stake was worth about $38.7M, or 0.99% of the reported portfolio. PVH enters the book as the 35th largest of 46 stock positions.

What did the 2026 Q2 filing report for PVH?

As of June 30, 2026, from the 13F-HR filed August 14, 2026.

Value
Shares 521K
Reported value $38.7M
Portfolio weight 0.99%
Rank in portfolio 35th of 46
Sold out in 2020 Q4
Out for 5.5 years

How big is the returning PVH position?

David Einhorn opened 7 stock positions in 2026 Q2; PVH is the 6th largest of them by weight. An average stock position in the David Einhorn portfolio is 2% of the reported value, so the new name starts below the fund's typical size.

Where does PVH sit in the David Einhorn portfolio?

PVH ranks 35th of 46 stock positions in the David Einhorn portfolio at 0.99%, below the fund's average stock position of 2%. The PVH purchase was the 11th largest of the quarter's 35 position changes by percent change to portfolio. The largest stock position is GRBK at 19.39%. Next come FLR at 6.24% and CNR at 4.67%. The three largest stocks together are 30.3% of the book. Across the 2026 Q2 portfolio, David Einhorn reported 46 stock positions, with 7 opened and 6 closed. The total portfolio value is about $3.9B, up 23% from the prior quarter.

David Einhorn buys and sells, 2026 Q2

When did David Einhorn hold PVH before?

David Einhorn held PVH before. The fund first reported the name in the quarter ended March 31, 2016, sold out twice, most recently in 2020 Q4, and is back after 5.5 years out. The weight peaked at 1.12% in 2016 Q4. Every reported trade is on the David Einhorn PVH trade history page.

David Einhorn shares of PVH by quarter

Did other funds buy or sell PVH in 2026 Q2?

Among the other tracked funds that had filed for 2026 Q2 as of August 14, 2026, 3 hold PVH. The largest buyers of PVH this quarter were Richard Pzena and Alex Roepers. The largest seller was Mason Hawkins. Every tracked holder of PVH is on the PVH ownership page.

FAQ

How many PVH shares does David Einhorn hold?

David Einhorn holds 521K shares of PVH as of June 30, 2026, worth about $38.7M.

What is PVH's weight in the David Einhorn portfolio?

PVH is 0.99% of the David Einhorn portfolio and ranks 35th of 46 stocks by weight.

Has David Einhorn owned PVH before?

Yes. David Einhorn held PVH before. The fund first reported the name in the quarter ended March 31, 2016, sold out twice, most recently in 2020 Q4, and is back after 5.5 years out.

How many other tracked funds hold PVH?

3 other tracked funds that had filed for 2026 Q2 hold PVH.

Source: based on original SEC filings

Figures are from the fund's 13F, which lists long US-listed positions at quarter-end prices. Cash, short positions and most non-US holdings are not reported.
Stocks mentioned
Alan Irwin
Alan Irwin
Valuesider analyst