David Einhorn - Greenlight Capital
| History | Stock | Activity ▲ | Share change | % change to portfolio |
| Q3 2017 | ≡ | AAPL - Apple Inc. | Reduce 44.18% | 6,942,800 | 4.46 | ≡ | DDS - Dillard Inc. | Reduce 40.37% | 1,015,347 | 0.95 | ≡ | GM - General Motors | Reduce 36.88% | 20,193,500 | 13.58 | ≡ | RADCQ - Rite Aid Corp. | Reduce 8.94% | 75,035 | 0.05 | ≡ | FRED - Fred's Inc. | Reduce 6.61% | 99,097 | 0.01 | ≡ | AER - AerCap Holdings N.V. | Reduce 0.84% | 105,000 | 0.09 | ≡ | CNX - CNX Resources Corp. | Reduce 0.01% | 2,000 | 0.00 | ≡ | NYRT - New York REIT Inc. | Sell 100.00% | 100,000 | 0.14 | ≡ | AA - Alcoa Corp. | Sell 100.00% | 1,275,000 | 0.69 | ≡ | PVH - PVH Corp. | Sell 100.00% | 386,837 | 0.74 | ≡ | CPN - Calpine Corp. | Sell 100.00% | 10,961,000 | 2.46 |
| Q2 2017 | ≡ | DBI - Designer Brands Inc. | Add 10.53% | 215,000 | 0.06 | ≡ | MYL-OLD - Mylan NV | Add 23.12% | 2,009,400 | 1.30 | ≡ | DDS - Dillard Inc. | Add 32.97% | 623,675 | 0.60 | ≡ | PRGO - Perrigo Co. | Add 48.65% | 827,000 | 1.04 | ≡ | MU - Micron Technology Inc. | Add 65.63% | 1,050,000 | 0.52 | ≡ | NYRT - New York REIT Inc. | Buy | 100,000 | 0.14 | ≡ | CARS - Cars.com Inc. | Buy | 548,399 | 0.24 | ≡ | TPX - Tempur Sealy Int. | Buy | 1,600,000 | 0.35 | ≡ | ADNT - Adient plc | Buy | 439,161 | 0.48 | ≡ | TGNA - TEGNA Inc. | Buy | 2,400,000 | 0.57 | ≡ | HPE - Hewlett Packard Enterprise | Buy | 4,450,000 | 1.23 | ≡ | AABA - Altaba Inc. | Buy | 4,282,100 | 3.87 | ≡ | QHC - Quorum Health Corp. | Reduce 49.45% | 1,073,009 | 0.08 | ≡ | PVH - PVH Corp. | Reduce 37.08% | 227,933 | 0.44 | ≡ | FRED - Fred's Inc. | Reduce 31.22% | 680,721 | 0.10 | ≡ | CC - Chemours Co. | Reduce 27.94% | 1,396,930 | 0.88 | ≡ | MON-OLD - Monsanto Co. | Reduce 6.12% | 25,100 | 0.05 | ≡ | AAPL - Apple Inc. | Reduce 1.07% | 169,600 | 0.10 | ≡ | FMC - FMC Corp. | Sell 100.00% | 332,987 | 0.36 | ≡ | TPH - TRI Pointe Group | Sell 100.00% | 2,073,482 | 0.41 | ≡ | ALR-OLD - Alere Inc. | Sell 100.00% | 1,046,697 | 0.65 | ≡ | LBTYA - Liberty Global Ltd CL A | Sell 100.00% | 1,243,018 | 0.70 | ≡ | IAC - IAC Inc. | Sell 100.00% | 701,482 | 0.81 | ≡ | CI - Cigna Group | Sell 100.00% | 435,000 | 1.00 | ≡ | SYT - Syngenta | Sell 100.00% | 1,015,000 | 1.41 | ≡ | LBTYK - Liberty Global Ltd CL C | Sell 100.00% | 3,294,780 | 1.81 | ≡ | YHOO - Yahoo Inc. | Sell 100.00% | 4,282,100 | 3.12 | ≡ | TWX - Time Warner Inc. | Sell 100.00% | 2,060,409 | 3.16 |
| Q1 2017 | ≡ | MYL-OLD - Mylan NV | Add 0.25% | 22,000 | 0.01 | ≡ | DDS - Dillard Inc. | Add 7.08% | 125,000 | 0.10 | ≡ | SYT - Syngenta | Add 9.73% | 90,000 | 0.13 | ≡ | FRED - Fred's Inc. | Add 45.38% | 680,721 | 0.14 | ≡ | CNX - CNX Resources Corp. | Add 47.13% | 7,259,908 | 1.91 | ≡ | GM - General Motors | Add 315.82% | 41,587,036 | 23.06 | ≡ | CLPR - Clipper Realty Inc. | Buy | 1,000,000 | 0.19 | ≡ | VREX - Varex Imaging Corp. | Buy | 665,000 | 0.35 | ≡ | ALR-OLD - Alere Inc. | Buy | 1,046,697 | 0.65 | ≡ | MU - Micron Technology Inc. | Buy | 1,600,000 | 0.73 | ≡ | CNDT - Conduent Inc. | Buy | 5,960,000 | 1.57 | ≡ | PRGO - Perrigo Co. | Buy | 1,700,000 | 1.77 | ≡ | FMC - FMC Corp. | Reduce 53.73% | 386,613 | 0.42 | ≡ | CC - Chemours Co. | Reduce 44.10% | 3,945,144 | 2.38 | ≡ | TWX - Time Warner Inc. | Reduce 37.76% | 1,250,000 | 1.92 | ≡ | AAPL - Apple Inc. | Reduce 31.63% | 7,346,960 | 4.14 | ≡ | IAC - IAC Inc. | Reduce 25.17% | 236,014 | 0.27 | ≡ | RADCQ - Rite Aid Corp. | Reduce 18.00% | 184,199 | 0.25 | ≡ | QHC - Quorum Health Corp. | Reduce 13.26% | 331,800 | 0.03 | ≡ | DBI - Designer Brands Inc. | Reduce 4.67% | 100,100 | 0.03 | ≡ | AER - AerCap Holdings N.V. | Reduce 1.27% | 160,817 | 0.12 | ≡ | YELP - Yelp Inc. | Sell 100.00% | 865,300 | 0.69 | ≡ | AGR - Avangrid Inc. | Sell 100.00% | 1,572,591 | 1.25 |
| Q4 2016 | ≡ | AAPL - Apple Inc. | Add 11.81% | 2,453,200 | 1.49 | ≡ | VOYA - Voya Financial Inc. | Add 14.56% | 752,552 | 0.62 | ≡ | PVH - PVH Corp. | Add 16.18% | 85,600 | 0.16 | ≡ | MYL-OLD - Mylan NV | Add 35.47% | 2,270,307 | 1.81 | ≡ | RADCQ - Rite Aid Corp. | Add 52.22% | 350,996 | 1.21 | ≡ | FRED - Fred's Inc. | Buy | 1,500,000 | 0.58 | ≡ | AA - Alcoa Corp. | Buy | 1,275,000 | 0.75 | ≡ | MON-OLD - Monsanto Co. | Buy | 410,000 | 0.90 | ≡ | SYT - Syngenta | Buy | 925,000 | 1.53 | ≡ | YELP - Yelp Inc. | Reduce 62.38% | 1,434,700 | 1.14 | ≡ | AGR - Avangrid Inc. | Reduce 49.19% | 1,522,209 | 1.21 | ≡ | CC - Chemours Co. | Reduce 45.35% | 7,422,042 | 3.43 | ≡ | DBI - Designer Brands Inc. | Reduce 40.09% | 1,432,794 | 0.68 | ≡ | GM - General Motors | Reduce 22.54% | 3,832,036 | 2.79 | ≡ | TWX - Time Warner Inc. | Reduce 14.31% | 552,900 | 1.12 | ≡ | CNX - CNX Resources Corp. | Reduce 13.82% | 2,469,443 | 0.94 | ≡ | DDS - Dillard Inc. | Reduce 8.54% | 165,000 | 0.22 | ≡ | IAC - IAC Inc. | Reduce 8.26% | 84,404 | 0.11 | ≡ | CPN - Calpine Corp. | Reduce 2.48% | 278,800 | 0.07 | ≡ | YHOO - Yahoo Inc. | Reduce 2.30% | 101,000 | 0.08 | ≡ | AER - AerCap Holdings N.V. | Reduce 1.14% | 144,983 | 0.13 | ≡ | GLBL2-OLD - TerraForm Global Inc. | Sell 100.00% | 1,633,791 | 0.13 | ≡ | GEO - GEO Group Inc. | Sell 100.00% | 287,133 | 0.14 | ≡ | TERP - TerraForm Power Inc. | Sell 100.00% | 1,528,025 | 0.42 | ≡ | ARRS - ARRIS International plc | Sell 100.00% | 1,831,800 | 1.03 | ≡ | X - United States Steel Corp. | Sell 100.00% | 3,089,800 | 1.16 | ≡ | ACM - AECOM Technology Corp. | Sell 100.00% | 2,004,571 | 1.19 | ≡ | TTWO - Take-Two Interactive Software | Sell 100.00% | 1,378,193 | 1.24 | ≡ | CPRI - Capri Holdings Ltd | Sell 100.00% | 3,066,902 | 2.86 |
| Q3 2016 | ≡ | VOYA - Voya Financial Inc. | Add 4.55% | 225,000 | 0.13 | ≡ | AER - AerCap Holdings N.V. | Add 12.02% | 1,370,000 | 1.05 | ≡ | MYL-OLD - Mylan NV | Add 29.42% | 1,455,000 | 1.10 | ≡ | RADCQ - Rite Aid Corp. | Add 30.14% | 155,651 | 0.48 | ≡ | CPN - Calpine Corp. | Add 98.58% | 5,579,800 | 1.40 | ≡ | UHAL - U-Haul Holding Co. | Add 179.59% | 141,313 | 0.91 | ≡ | GEO - GEO Group Inc. | Buy | 287,133 | 0.14 | ≡ | X - United States Steel Corp. | Buy | 3,089,800 | 1.16 | ≡ | TPH - TRI Pointe Group | Reduce 53.88% | 2,422,579 | 0.63 |