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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 24 of 56 rows. Rows without a quote are marked unavailable.

1AAPLAPPLE INC12.02%Reduce -16.5%6,854,740$655.31M$95.60No quote
2GMGENERAL MTRS CO8.94%Add +12.5%17,211,867$487.1M$28.30No quote
3AERAERCAP HOLDINGS NV7.02%Add +26.1%11,396,308$382.8M$33.59No quote
4CNXCONSOL ENERGY INC6.49%Reduce -25.7%22,000,000$353.98M$16.09No quote
5TWXTIME WARNER INC6.36%Reduce -18.5%4,716,809$346.87MNo quoteNo quote
6KORSMICHAEL KORS HLDGS LTD4.39%Reduce -28.4%4,835,095$239.24MNo quoteNo quote
7GDXVANECK VECTORS ETF TR4.19%New8,240,596$228.35MNo quoteNo quote
8MYLMYLAN N V3.92%Add +71.1%4,945,000$213.82MNo quoteNo quote
9GRBKGREEN BRICK PARTNERS INC3.22%-24,118,668$175.34M$7.27No quote
10YHOOYAHOO INC3.04%-4,408,000$165.57MNo quoteNo quote
11AGRAVANGRID INC2.81%Reduce -5.1%3,323,000$153.06MNo quoteNo quote
12CCCHEMOURS CO2.48%Add +85.6%16,409,886$135.22MNo quoteNo quote
13FOXATWENTY FIRST CENTY FOX INC2.37%-4,768,079$128.98M$27.05No quote
14HTSHATTERAS FINL CORP2.28%Add +20.5%7,577,500$124.27MNo quoteNo quote
15VOYAVOYA FINL INC2.25%Add +12.5%4,943,301$122.4M$24.76No quote
16DDSDILLARDS INC2.16%Add +24.1%1,947,272$118.01MNo quoteNo quote
17TTWOTAKE-TWO INTERACTIVE SOFTWAR1.90%Reduce -3.9%2,733,466$103.65M$37.92No quote
18ACMAECOM1.79%Reduce -5.1%3,069,706$97.53M$31.77No quote
19LBTYKLIBERTY GLOBAL PLC1.73%-3,294,780$94.4M$28.65No quote
20DSWDSW INC1.65%Add +21.4%4,250,000$90.02MNo quoteNo quote
21YELPYELP INC1.61%Reduce -10.3%2,900,000$88.04MNo quoteNo quote
22CPNCALPINE CORP1.53%New5,660,000$83.49MNo quoteNo quote
23RADRITE AID CORP1.42%New10,330,000$77.37MNo quoteNo quote
24HUMHUMANA INC1.27%-384,300$69.13M$179.88No quote
25AMYGFAMAYA INC1.11%New3,962,684$60.75MNo quoteNo quote
26PVHPVH CORP1.06%-614,770$57.93M$94.23No quote
27IACIAC INTERACTIVECORP1.06%Reduce -12.0%1,021,900$57.53M$56.30No quote
28CICIGNA CORPORATION1.02%-435,000$55.68M$127.99No quote
29TPHTRI POINTE GROUP INC0.97%Reduce -6.1%4,496,061$53.14M$11.82No quote
30CNXCCNX COAL RES LP0.93%-5,488,438$50.82M$9.26No quote
31PRGOPERRIGO CO PLC0.88%New527,834$47.86M$90.67No quote
32CORAMERISOURCEBERGEN CORP0.78%New535,000$42.44MNo quoteNo quote
33ARRSARRIS INTL INC0.72%New1,870,000$39.2MNo quoteNo quote
34HTZHERTZ GLOBAL HOLDINGS INC0.67%New3,300,000$36.53M$11.07No quote
35LBTYALIBERTY GLOBAL PLC0.66%-1,243,018$36.12M$29.06No quote
36FMCF M C CORP0.61%New719,600$33.33M$46.31No quote
37QHCQUORUM HEALTH CORP0.57%New2,900,000$31.06MNo quoteNo quote
38UHALAMERCO0.54%New78,687$29.47M$374.56No quote
39CYHCOMMUNITY HEALTH SYS INC NEW0.53%Add +115.4%2,419,017$29.15MNo quoteNo quote
40TERPTERRAFORM PWR INC0.35%Reduce -38.3%1,758,825$19.17MNo quoteNo quote
41LILAKLIBERTY GLOBAL PLC0.24%New411,079$13.36M$32.49No quote
42LAMRLAMAR ADVERTISING CO NEW0.18%-148,072$9.82M$66.30No quote
43GLBLTERRAFORM GLOBAL INC0.11%Reduce -1.0%1,880,191$6.13MNo quoteNo quote
44LILALIBERTY GLOBAL PLC0.09%New155,084$5M$32.26No quote
45VODVODAFONE GROUP PLC NEW0.06%Reduce -90.2%100,000$3.09MNo quoteNo quote
55SUNEQSUNEDISON INC-Sold0$0No quoteNo quote
54OISOIL STS INTL INC-Sold0$0No quoteNo quote
53GDXMARKET VECTORS ETF TR-Sold0$0No quoteNo quote
52MMACYS INC-Sold0$0No quoteNo quote
51IMINGRAM MICRO INC-Sold0$0No quoteNo quote
50GSATGLOBALSTAR INC-Sold0$0No quoteNo quote
49EMCE M C CORP MASS-Sold0$0No quoteNo quote
48BAXBAXTER INTL INC-Sold0$0No quoteNo quote
47AGNCAMERICAN CAPITAL AGENCY CORP-Sold0$0No quoteNo quote
46AGNALLERGAN PLC-Sold0$0No quoteNo quote

Other instruments

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

1-SUNEDISON INCNOTE 2.000%10/0OTHER0$0