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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 21 of 54 rows. Rows without a quote are marked unavailable.

1AAPLAPPLE INC15.18%Add +30.7%8,213,040$895.14M$108.99No quote
2GMGENERAL MTRS CO8.15%Add +9.9%15,296,466$480.77M$31.43No quote
3TWXTIME WARNER INC7.12%Reduce -10.2%5,784,700$419.68MNo quoteNo quote
4KORSMICHAEL KORS HLDGS LTD6.52%Reduce -24.8%6,750,000$384.48MNo quoteNo quote
5AERAERCAP HOLDINGS NV5.94%Add +22.7%9,041,210$350.44M$38.76No quote
6CNXCONSOL ENERGY INC5.67%-29,609,565$334.29M$11.29No quote
7MMACYS INC5.28%Add +4.7%7,056,400$311.12M$44.09No quote
8GRBKGREEN BRICK PARTNERS INC3.10%-24,118,668$183.06M$7.59No quote
9GDXMARKET VECTORS ETF TR2.79%Reduce -3.3%8,240,596$164.57MNo quoteNo quote
10YHOOYAHOO INC2.75%Add +117.7%4,408,000$162.26MNo quoteNo quote
11AGRAVANGRID INC2.38%Reduce -33.3%3,500,000$140.38MNo quoteNo quote
12MYLMYLAN N V2.27%-2,890,000$133.95MNo quoteNo quote
13DDSDILLARDS INC2.26%Reduce -10.0%1,569,224$133.24MNo quoteNo quote
14FOXATWENTY FIRST CENTY FOX INC2.25%Add +10.4%4,768,079$132.93M$27.88No quote
15VOYAVOYA FINL INC2.22%Add +20.4%4,393,301$130.79M$29.77No quote
16LBTYKLIBERTY GLOBAL PLC2.10%Add +6.0%3,294,780$123.75M$37.56No quote
17AGNALLERGAN PLC1.99%Add +6.6%437,200$117.18MNo quoteNo quote
18TTWOTAKE-TWO INTERACTIVE SOFTWAR1.82%Reduce -8.8%2,844,966$107.17M$37.67No quote
19ACMAECOM1.69%-3,234,706$99.6M$30.79No quote
20DSWDSW INC1.64%-3,500,000$96.74MNo quoteNo quote
21HTSHATTERAS FINL CORP1.53%New6,290,000$89.95MNo quoteNo quote
22AGNCAMERICAN CAPITAL AGENCY CORP1.52%Add +209.7%4,800,000$89.42MNo quoteNo quote
23HUMHUMANA INC1.19%Add +6.8%384,300$70.31M$182.95No quote
24EMCE M C CORP MASS1.12%Add +25.3%2,475,000$65.96MNo quoteNo quote
25YELPYELP INC1.09%Add +743.8%3,233,966$64.29MNo quoteNo quote
26CCCHEMOURS CO1.05%Add +160.1%8,842,600$61.9MNo quoteNo quote
27PVHPVH CORP1.03%New614,770$60.9M$99.06No quote
28CICIGNA CORPORATION1.01%Add +16.0%435,000$59.7M$137.24No quote
29TPHTRI POINTE GROUP INC0.96%-4,786,061$56.38M$11.78No quote
30IACIAC INTERACTIVECORP0.93%Reduce -53.5%1,161,348$54.68M$47.08No quote
31BAXBAXTER INTL INC0.83%Add +138.1%1,198,663$49.24M$41.08No quote
32LBTYALIBERTY GLOBAL PLC0.81%Add +6.4%1,243,018$47.86M$38.50No quote
33CNXCCNX COAL RES LP0.67%-5,488,438$39.41M$7.18No quote
34IMINGRAM MICRO INC0.64%Reduce -12.8%1,053,304$37.83MNo quoteNo quote
35VODVODAFONE GROUP PLC NEW0.55%Add +14.4%1,017,230$32.6MNo quoteNo quote
36OISOIL STS INTL INC0.47%-887,428$27.97M$31.52No quote
37TERPTERRAFORM PWR INC0.42%-2,850,000$24.65MNo quoteNo quote
38CYHCOMMUNITY HEALTH SYS INC NEW0.35%New1,122,932$20.79MNo quoteNo quote
39GSATGLOBALSTAR INC0.28%New11,263,715$16.56MNo quoteNo quote
40SUNEQSUNEDISON INC0.19%Add +13.2%21,054,173$11.37MNo quoteNo quote
41LAMRLAMAR ADVERTISING CO NEW0.15%New148,072$9.11M$61.50No quote
42GLBLTERRAFORM GLOBAL INC0.08%-1,900,000$4.52MNo quoteNo quote
53SEMISUNEDISON SEMICONDUCTOR LTD-Sold0$0No quoteNo quote
52LNWSCIENTIFIC GAMES CORP-Sold0$0No quoteNo quote
51SNDKSANDISK CORP-Sold0$0No quoteNo quote
50OIOWENS ILL INC-Sold0$0No quoteNo quote
49ONON SEMICONDUCTOR CORP-Sold0$0No quoteNo quote
48MTCHMATCH GROUP INC-Sold0$0No quoteNo quote
47LILAKLIBERTY GLOBAL PLC-Sold0$0No quoteNo quote
46LILALIBERTY GLOBAL PLC-Sold0$0No quoteNo quote
45GRMNGARMIN LTD-Sold0$0No quoteNo quote
44FSAMFIFTH STR ASSET MGMT INC-Sold0$0No quoteNo quote
43CBICHICAGO BRIDGE & IRON CO N V-Sold0$0No quoteNo quote

Other instruments

Bonds, warrants, or non-share principal positions reported alongside the equity portfolio.

1-SUNEDISON INCNOTE 2.000%10/0OTHER22,260,000$821K