Skip to main content
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.

Get email alerts when David Einhorn files a new 13F — sign in or create a free account.

Updated 2026-09-12 from SEC 13F data.

Live quotes available for 18 of 43 rows. Rows without a quote are marked unavailable.

1GMGENERAL MTRS CO24.18%Reduce -36.9%34,561,500$1.4B$40.38No quote
2AERAERCAP HOLDINGS NV10.94%Reduce -0.8%12,355,508$631.49M$51.11No quote
3CNXCONSOL ENERGY INC6.65%Reduce -0.0%22,661,081$383.88M$16.94No quote
4AAPLAPPLE INC5.86%Reduce -44.2%2,192,900$337.97M$154.12No quote
5MYLMYLAN N V5.84%Add +0.4%10,744,307$337.05MNo quoteNo quote
6AABAALTABA INC4.91%-4,282,100$283.65MNo quoteNo quote
7TPXTEMPUR SEALY INTL INC4.47%Add +900.0%4,000,000$258.08MNo quoteNo quote
8PRGOPERRIGO CO PLC4.25%Add +14.8%2,901,032$245.57M$84.65No quote
9GRBKGREEN BRICK PARTNERS INC4.14%-24,118,668$238.78M$9.90No quote
10VOYAVOYA FINL INC4.09%-5,920,853$236.18M$39.89No quote
11MUMICRON TECHNOLOGY INC3.42%Add +89.5%5,021,900$197.51M$39.33No quote
12GDXVANECK VECTORS ETF TR3.16%-7,944,896$182.42MNo quoteNo quote
13ADNTADIENT PLC2.52%Add +294.2%1,731,000$145.39M$83.99No quote
14HPEHEWLETT PACKARD ENTERPRISE C1.99%Add +75.4%7,805,000$114.81M$14.71No quote
15CNDTCONDUENT INC1.62%-5,960,000$93.39M$15.67No quote
16DDSDILLARDS INC1.46%Reduce -40.4%1,500,000$84.11MNo quoteNo quote
17CNXCCNX COAL RES LP1.41%-5,488,438$81.23M$14.80No quote
18TSGSTARS GROUP INC1.40%New3,962,684$80.99MNo quoteNo quote
19CCCHEMOURS CO1.30%Reduce -58.8%1,485,000$75.16MNo quoteNo quote
20DSWDSW INC1.13%Add +35.1%3,049,000$65.49MNo quoteNo quote
21MONMONSANTO CO NEW0.80%-384,900$46.12MNo quoteNo quote
22XELAEXELA TECHNOLOGIES INC0.71%New8,384,629$41.08MNo quoteNo quote
23VNTRQVENATOR MATLS PLC0.67%New1,700,000$38.42MNo quoteNo quote
24TGNATEGNA INC0.55%-2,400,000$31.99MNo quoteNo quote
25RADRITE AID CORP0.52%Reduce -8.9%15,278,289$29.95MNo quoteNo quote
26VREXVAREX IMAGING CORP0.39%-665,000$22.5M$33.84No quote
27UHALAMERCO0.32%Reduce -77.3%50,000$18.75M$374.90No quote
28CARSCARS COM INC0.25%-548,399$14.59MNo quoteNo quote
29CLPRCLIPPER RLTY INC0.19%-1,000,000$10.71MNo quoteNo quote
30FREDFREDS INC0.16%Reduce -6.6%1,400,903$9.02MNo quoteNo quote
31TECDTECH DATA CORP0.14%New90,000$8MNo quoteNo quote
32PLCECHILDRENS PL INC0.14%New66,400$7.84MNo quoteNo quote
33GPSGAP INC DEL0.13%New262,500$7.75MNo quoteNo quote
34DLTRDOLLAR TREE INC0.13%New87,900$7.63M$86.81No quote
35KRKROGER CO0.13%New362,300$7.27M$20.06No quote
36QHCQUORUM HEALTH CORP0.02%Reduce -81.3%205,000$1.06MNo quoteNo quote
41PVHPVH CORP-Sold0$0No quoteNo quote
40NYRTNEW YORK REIT INC-Sold0$0No quoteNo quote
39CPNCALPINE CORP-Sold0$0No quoteNo quote
38AMYGFAMAYA INC-Sold0$0No quoteNo quote
37AAALCOA CORP-Sold0$0No quoteNo quote

Options positions

Put = right to sell at strike (a bearish bet). Call = right to buy at strike (bullish via leverage). The notional column shows the underlying market value reported to the SEC, not the option premium paid - these don't add to the long-equity % portfolio above.

1GMGENERAL MTRS COCOMCALLNew2,000,000$80.76M
2HPEHEWLETT PACKARD ENTERPRISE CCOMCALLNew635,400$9.35M