David Einhorn - Greenlight Capital

Portfolio

$3.91 B

Positionen

Stichtag

2026-06-30

Quartal

Q2 2026


—	GREEN BRICK PARTNERS INC	17.70%		8,642,507	$80.04	$691.75 M	—	—
—	FLUOR CORP	5.13%		3,828,230	$52.39	$200.56 M	—	—
—	CORE NATURAL RESOURCES INC	3.98%	Add 11.93%	1,946,578	$80.02	$155.77 M	—	—
—	BRIGHTHOUSE FINL INC	3.71%		2,293,716	$63.30	$145.19 M	—	—
ACHC	ACHCACADIA HEALTHCARE COMPANY IN	2.86%	Reduce 18.21%	3,786,931	$29.53	$111.83 M	$28.66	-2.95%
—	FORTUNE BRANDS INNOVATIONS I	2.82%	Buy	2,006,795	$54.90	$110.17 M	—	—
—	PENN ENTERTAINMENT INC	2.63%		4,815,969	$21.36	$102.87 M	—	—
—	PG&E CORP	2.41%		5,594,092	$16.82	$94.09 M	—	—
—	CENTENE CORP DEL	2.29%	Reduce 43.49%	1,393,630	$64.19	$89.46 M	—	—
SNX	SNXTD SYNNEX CORPORATION	2.22%	Reduce 26.66%	324,632	$267.34	$86.79 M	$255.54	-4.41%
—	VERSIGENT PLC	2.13%	Buy	1,981,680	$42.01	$83.25 M	—	—
—	GRAPHIC PACKAGING HLDG CO	2.13%		7,872,960	$10.57	$83.22 M	—	—
TEVA	TEVATEVA PHARMACEUTICAL INDS LTD	2.13%	Reduce 9.26%	2,451,802	$33.88	$83.07 M	$36.36	+7.32%
—	CAPRI HOLDINGS LIMITED	1.94%	Reduce 13.02%	4,084,228	$18.57	$75.84 M	—	—
BKV	BKVBKV CORP	1.87%		2,670,133	$27.36	$73.05 M	$24.09	-11.95%
—	DHT HOLDINGS INC	1.82%	Reduce 14.66%	4,294,055	$16.53	$70.98 M	—	—
CROX	CROXCROCS INC	1.73%		559,200	$120.64	$67.46 M	$108.95	-9.69%
PRMB	PRMBPRIMO BRANDS CORPORATION	1.70%	Buy	2,723,300	$24.44	$66.56 M	$20.85	-14.69%
—	GREEN BRICK PARTNERS INC	1.69%		824,876	$80.04	$66.02 M	—	—
SHC	SHCSOTERA HEALTH CO	1.68%	Add 31.69%	3,704,765	$17.75	$65.76 M	$18.37	+3.49%
DCH	DCHDAUCH CORP	1.52%	Add 79.44%	10,936,304	$5.42	$59.27 M	$6.48	+19.56%
VSNT	VSNTVERSANT MEDIA GROUP INC	1.50%	Reduce 42.50%	1,629,012	$36.01	$58.66 M	$39.62	+10.02%
—	ROIVANT SCIENCES LTD	1.49%		1,644,729	$35.39	$58.21 M	—	—
WBD	WBDWARNER BROS DISCOVERY INC	1.42%	Buy	2,088,340	$26.66	$55.68 M	$27.91	+4.69%
PYPL	PYPLPAYPAL HLDGS INC	1.34%	Buy	1,212,790	$43.18	$52.37 M	$53.75	+24.48%

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