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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 12 of 34 rows. Rows without a quote are marked unavailable.

1BHFBRIGHTHOUSE FINL INC21.63%-11,580,000$512.3M$44.24No quote
2GMGENERAL MTRS CO21.16%Reduce -29.7%14,881,043$501.05M$33.67No quote
3GRBKGREEN BRICK PARTNERS INC10.29%-24,118,668$243.6M$10.10No quote
4AERAERCAP HOLDINGS NV9.20%Reduce -6.7%3,789,678$217.98M$57.52No quote
5ESVENSCO PLC7.13%-20,000,000$168.8MNo quoteNo quote
6VOYAVOYA FINL INC4.30%Reduce -29.4%2,049,053$101.78M$49.67No quote
7AABAALTABA INC4.24%Reduce -16.5%1,472,598$100.31MNo quoteNo quote
8CCRCONSOL COAL RES LP4.16%-5,488,438$98.52MNo quoteNo quote
9IACIAC INTERACTIVECORP3.98%Add +33.4%435,150$94.31M$216.72No quote
10XELAEXELA TECHNOLOGIES INC2.52%-8,384,629$59.78MNo quoteNo quote
11ATUSALTICE USA INC2.22%New2,903,019$52.66MNo quoteNo quote
12CNXCNX RESOURCES CORPORATION2.11%Reduce -54.1%3,500,000$50.09M$14.31No quote
13ADNTADIENT PLC1.89%Add +94.1%1,139,279$44.79M$39.31No quote
14TPXTEMPUR SEALY INTL INC1.75%-781,700$41.35MNo quoteNo quote
15MDCOMEDICINES CO1.20%Reduce -5.1%948,800$28.38MNo quoteNo quote
16SDRLSEADRILL LTD1.10%New1,046,800$25.94M$24.78No quote
17PRGOPERRIGO CO PLC0.66%Reduce -88.1%220,001$15.58M$70.80No quote
18TSCOTRACTOR SUPPLY CO0.17%New44,500$4.05M$90.90No quote
19SHWSHERWIN WILLIAMS CO0.16%New8,100$3.69M$455.31No quote
20KORSMICHAEL KORS HLDGS LTD0.14%New49,200$3.37MNo quoteNo quote
34VNTRQVENATOR MATLS PLC-Sold0$0No quoteNo quote
33TWTRTWITTER INC-Sold0$0No quoteNo quote
32TJXTJX COS INC NEW-Sold0$0No quoteNo quote
31MYLMYLAN N V-Sold0$0No quoteNo quote
30MUMICRON TECHNOLOGY INC-Sold0$0No quoteNo quote
29GPSGAP INC DEL-Sold0$0No quoteNo quote
28DSWDSW INC-Sold0$0No quoteNo quote
27DLTRDOLLAR TREE INC-Sold0$0No quoteNo quote
26DGDOLLAR GEN CORP NEW-Sold0$0No quoteNo quote
25CNDTCONDUENT INC-Sold0$0No quoteNo quote
24CLPRCLIPPER RLTY INC-Sold0$0No quoteNo quote
23BBYBEST BUY INC-Sold0$0No quoteNo quote
22AZOAUTOZONE INC-Sold0$0No quoteNo quote
21AAPLAPPLE INC-Sold0$0No quoteNo quote