David Einhorn — Portfolio & 13F Holdings

Greenlight Capital · 2023-Q4 · filed 2024-02-14 · SEC Form 13F-HR

$1.18B
Portfolio Value
19
Positions
4
New Buys
3
Exits

Latest Quarter Activity

David Einhorn Portfolio — All 19 Holdings (2023-Q4)

#TickerValueWeightShares
1 GRBK $592.4M 50.0% 11.4M
2 THC $99.4M 8.4% 1.3M
3 ALIT $78.8M 6.7% 9.2M
4 GLD $74.0M 6.2% 387K
5 TECK $65.6M 5.5% 1.6M
6 LIVN $63.6M 5.4% 1.2M
7 DHT $37.1M 3.1% 3.8M
8 VTRS $36.3M 3.1% 3.4M
9 NPWR $30.2M 2.6% 3.0M
10 GPOR $29.7M 2.5% 223K
11 FHN $19.5M 1.6% 1.4M
12 AER $18.6M 1.6% 250K
13 KVUE $11.9M 1.0% 554K
14 GPRO $9.8M 0.8% 2.8M
15 COYA $9.4M 0.8% 1.3M
16 SHC $5.7M 0.5% 337K
17 GANX $1.9M 0.2% 588K
18 NUVB $59K 0.0% 135K
19 KPLT $2K 0.0% 262K

Source: SEC EDGAR Form 13F-HR. 13F filings disclose long US equity positions with a 45-day reporting lag and exclude shorts, cash, bonds and non-US holdings — they are a partial, delayed snapshot. Educational only, not investment advice.

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