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

1GMGENERAL MTRS CO16.66%Reduce -35.7%5,860,702$225.81M$38.53No quote
2GRBKGREEN BRICK PARTNERS INC14.79%-24,118,668$200.43M$8.31No quote
3AERAERCAP HOLDINGS NV13.37%Reduce -16.3%3,483,069$181.15M$52.01No quote
4BHFBRIGHTHOUSE FINL INC8.91%-3,292,719$120.81M$36.69No quote
5CCRCONSOL COAL RES LP6.75%-5,488,438$91.49MNo quoteNo quote
6CCCHEMOURS CO6.59%New3,721,823$89.32MNo quoteNo quote
7ATUSALTICE USA INC5.73%Reduce -22.5%3,187,740$77.62MNo quoteNo quote
8ADNTADIENT PLC3.93%Add +10.6%2,192,587$53.21M$24.27No quote
9CNXCNX RESOURCES CORPORATION3.17%Add +1.6%5,882,261$43M$7.31No quote
10TPXTEMPUR SEALY INTL INC2.56%Reduce -28.4%472,025$34.63MNo quoteNo quote
11LNWSCIENTIFIC GAMES CORP2.19%New1,494,778$29.63MNo quoteNo quote
12HGVHILTON GRAND VACATIONS INC2.04%Reduce -22.5%868,100$27.62M$31.82No quote
13MDCOMEDICINES CO1.97%Reduce -22.9%731,600$26.68MNo quoteNo quote
14SATSECHOSTAR CORP1.94%Reduce -1.3%592,100$26.24M$44.32No quote
15DDSDILLARDS INC1.84%New400,000$24.91MNo quoteNo quote
16KARKAR AUCTION SVCS INC1.63%New885,000$22.13MNo quoteNo quote
17CEIXCONSOL ENERGY INC NEW1.33%Add +99.1%676,882$18.01MNo quoteNo quote
18XELAEXELA TECHNOLOGIES INC1.30%-8,022,928$17.57MNo quoteNo quote
19VOYAVOYA FINL INC1.29%Reduce -57.2%315,446$17.44M$55.30No quote
20TGPTEEKAY LNG PARTNERS L P0.88%Add +69.8%849,274$11.98MNo quoteNo quote
21ESVZZZZENSCO ROWAN PLC0.86%New1,362,200$11.62MNo quoteNo quote
22CARSCARS COM INC0.30%New208,900$4.12MNo quoteNo quote
24SDRLSEADRILL LTD-Sold0$0No quoteNo quote
23ESVENSCO PLC-Sold0$0No quoteNo quote