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Focused investors/David Einhorn

David Einhorn - Greenlight Capital

As of Q2 2026, David Einhorn reported 46 long-equity positions worth $3.91B in aggregate.

Copy-investor backtest

Latest quarter
+9.30%
1-year
+19.09%
3-year
+39.58%
5-year
+111.26%
3-year vs S&P 500
-33.65%
5-year vs S&P 500
+37.58%
5-year top 5
+121.96%

Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.

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Updated 2026-06-06 from SEC 13F data.

Live quotes available for 22 of 50 rows. Rows without a quote are marked unavailable.

1AAPLAPPLE INC11.61%Reduce -0.7%7,382,571$925.96M$125.42No quote
2SUNEQSUNEDISON INC9.32%Reduce -0.4%24,844,588$743.1MNo quoteNo quote
3MUMICRON TECHNOLOGY INC8.97%Add +13.1%37,949,546$714.97M$18.84No quote
4CNXCONSOL ENERGY INC6.23%Add +11.0%22,840,486$496.55M$21.74No quote
5GMGENERAL MTRS CO6.12%Add +54.7%14,645,763$488.14M$33.33No quote
6CFGCITIZENS FINL GROUP INC4.30%Reduce -0.4%12,558,800$342.98M$27.31No quote
7CBICHICAGO BRIDGE & IRON CO N V4.22%Reduce -0.4%6,723,457$336.44MNo quoteNo quote
8TWXTIME WARNER INC4.14%-3,778,400$330.27MNo quoteNo quote
9VOYAVOYA FINL INC3.42%Reduce -0.6%5,876,368$273.08M$46.47No quote
10GRBKGREEN BRICK PARTNERS INC3.31%Add +54.2%24,118,668$264.1M$10.95No quote
11AERAERCAP HOLDINGS NV3.21%-5,581,800$255.59M$45.79No quote
12UILUIL HLDG CORP2.87%New4,991,123$228.69MNo quoteNo quote
13ACMAECOM2.70%Reduce -0.7%6,513,504$215.47M$33.08No quote
14ONON SEMICONDUCTOR CORP2.54%Reduce -1.3%17,305,600$202.3M$11.69No quote
15BKBANK NEW YORK MELLON CORP2.11%Add +1108.8%4,000,000$167.88M$41.97No quote
16LBTYKLIBERTY GLOBAL PLC1.97%-3,109,080$157.41M$50.63No quote
17AMATAPPLIED MATLS INC1.93%New8,000,000$153.76M$19.22No quote
18KORSMICHAEL KORS HLDGS LTD1.91%New3,620,000$152.37MNo quoteNo quote
19GDXMARKET VECTORS ETF TR1.90%-8,517,796$151.28MNo quoteNo quote
20LRCXLAM RESEARCH CORP1.67%Reduce -1.1%1,636,700$133.15M$81.35No quote
21IACIAC INTERACTIVECORP1.60%Reduce -37.2%1,598,390$127.33M$79.66No quote
22SPRSPIRIT AEROSYSTEMS HLDGS INC1.48%Reduce -3.1%2,136,685$117.75MNo quoteNo quote
23TTWOTAKE-TWO INTERACTIVE SOFTWAR1.44%Reduce -11.6%4,158,306$114.65M$27.57No quote
24OIOWENS ILL INC1.25%New4,329,433$99.32MNo quoteNo quote
25HTZHERTZ GLOBAL HOLDINGS INC1.23%New5,400,000$97.85M$18.12No quote
26YHOOYAHOO INC1.00%-2,025,000$79.56MNo quoteNo quote
27TPHTRI POINTE HOMES INC0.92%-4,786,061$73.23M$15.30No quote
28MMACYS INC0.86%Reduce -39.3%1,019,200$68.77M$67.47No quote
29SEMISUNEDISON SEMICONDUCTOR LTD0.80%Add +37.0%3,700,000$63.9MNo quoteNo quote
30LBTYALIBERTY GLOBAL PLC0.79%-1,168,418$63.18M$54.07No quote
31NSAMNORTHSTAR ASSET MGMT GROUP I0.71%Reduce -3.8%3,054,474$56.48MNo quoteNo quote
32SCSANTANDER CONSUMER USA HDG I0.70%-2,172,251$55.54MNo quoteNo quote
33FOXATWENTY FIRST CENTY FOX INC0.69%New1,700,000$55.33M$32.54No quote
34DDSDILLARDS INC0.49%New375,000$39.45MNo quoteNo quote
35LNWSCIENTIFIC GAMES CORP0.40%-2,035,000$31.63MNo quoteNo quote
36IMINGRAM MICRO INC0.38%Add +8.7%1,208,204$30.24MNo quoteNo quote
37VODVODAFONE GROUP PLC NEW0.29%-639,294$23.3MNo quoteNo quote
38KSKAPSTONE PAPER & PACKAGING C0.27%Reduce -33.3%939,998$21.73MNo quoteNo quote
39OISOIL STS INTL INC0.12%-265,028$9.87M$37.23No quote
40FSAMFIFTH STR ASSET MGMT INC0.08%-599,000$6.16MNo quoteNo quote
41HYHHALYARD HEALTH INC0.06%Reduce -82.2%127,532$5.17MNo quoteNo quote
50TIMETIME INC NEW-Sold0$0No quoteNo quote
49NOKNOKIA CORP-Sold0$0No quoteNo quote
48MRVLMARVELL TECHNOLOGY GROUP LTD-Sold0$0No quoteNo quote
47LTMLIFE TIME FITNESS INC-Sold0$0No quoteNo quote
46KEYSKEYSIGHT TECHNOLOGIES INC-Sold0$0No quoteNo quote
45FCBFCB FINL HLDGS INC-Sold0$0No quoteNo quote
44EMCE M C CORP MASS-Sold0$0No quoteNo quote
43CONNCONNS INC-Sold0$0No quoteNo quote
42CVEOCIVEO CORP-Sold0$0No quoteNo quote