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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 10 of 21 rows. Rows without a quote are marked unavailable.

1GMGENERAL MTRS CO24.03%Reduce -23.7%9,118,741$338.31M$37.10No quote
2GRBKGREEN BRICK PARTNERS INC14.99%-24,118,668$211.04M$8.75No quote
3AERAERCAP HOLDINGS NV13.76%Add +8.2%4,163,078$193.75M$46.54No quote
4BHFBRIGHTHOUSE FINL INC8.49%-3,292,719$119.49M$36.29No quote
5CCRCONSOL COAL RES LP6.89%-5,488,438$96.98MNo quoteNo quote
6ATUSALTICE USA INC6.28%-4,112,540$88.34MNo quoteNo quote
7CNXCNX RESOURCES CORPORATION4.43%Add +65.9%5,790,100$62.36M$10.77No quote
8ESVENSCO PLC4.22%Reduce -24.4%15,120,000$59.42MNo quoteNo quote
9TPXTEMPUR SEALY INTL INC2.70%Reduce -50.5%659,425$38.03MNo quoteNo quote
10VOYAVOYA FINL INC2.61%Reduce -30.1%736,446$36.79M$49.96No quote
11HGVHILTON GRAND VACATIONS INC2.45%-1,120,000$34.55M$30.85No quote
12XELAEXELA TECHNOLOGIES INC1.90%Reduce -4.3%8,022,928$26.8MNo quoteNo quote
13MDCOMEDICINES CO1.88%-948,800$26.52MNo quoteNo quote
14ADNTADIENT PLC1.82%-1,982,292$25.69M$12.96No quote
15SATSECHOSTAR CORP1.55%-600,000$21.87M$36.45No quote
16CEIXCONSOL ENERGY INC NEW0.83%Add +142.9%340,000$11.64MNo quoteNo quote
17SDRLSEADRILL LTD0.62%-1,046,800$8.7M$8.31No quote
18TGPTEEKAY LNG PARTNERS L P0.53%New500,000$7.48MNo quoteNo quote
21SFLYSHUTTERFLY INC-Sold0$0No quoteNo quote
20DDSDILLARDS INC-Sold0$0No quoteNo quote
19CCCHEMOURS CO-Sold0$0No quoteNo quote