Smart Money Radar / Whales / David Einhorn
D

David Einhorn

Greenlight Capital Inc · Holdings as of Jun 30, 2023, filed by Aug 15, 2023 · US long stock positions only

Value with a short book. The filings show only the long half.

Reported value
$2B
41 positions shown
Copycat since 2016
2.89x
11% per year · low coverage
vs SPY
behind
SPY 3.57x same window
Top position
GRBK
44% of book

Copying these filings vs SPY

$1 at every deadline since 2016
SPY 3.57x David Einhorn 2.89x
Price returns, dividends excluded on both lines. A copycat of public filings traded at each deadline, not the fund's actual performance. Only 72% of this book is priceable; read the line loosely.
Mar 2026 Dec 2025 Sep 2025 Jun 2025 Mar 2025 Dec 2024 Sep 2024 Jun 2024 Mar 2024 Dec 2023 Sep 2023 Jun 2023

The book

tile = share of the filed book · tap a tile for the ticker · Jun 2023
GRBK 44%
unlisted 9%
BHF 7%
unlisted 4%
THC 4%
+26 more 9%
SymbolValue% of bookvs prior quarter
GRBK $943M 44% unchanged
unlisted $193M 9% added
BHF $148M 7% unchanged
unlisted $80M 4% added
THC $76M 4% trimmed
unlisted $71M 3% trimmed
CPRI $59M 3% added
KD $59M 3% trimmed
TECK $57M 3% trimmed
unlisted $55M 3% added
LIVN $53M 2% unchanged
GPK $42M 2% added
GLD $41M 2% unchanged
NPWR $33M 2% new
FCNCA $29M 1% unchanged
WFRD $29M 1% trimmed
SLV $26M 1% trimmed
GPOR $23M 1% trimmed
unlisted $19M 1% trimmed
unlisted $19M 1% new
FHN $15M 1% new
unlisted $11M 1% new
GPRO $11M 1% unchanged
REZI $9M 0% trimmed
LKFT $6M 0% unchanged
unlisted $6M 0% unchanged
HRI $5M 0% new
unlisted $4M 0% unchanged
AAP $3M 0% new
GANX $2M 0% unchanged
OIH $2M 0% unchanged
COYA $2M 0% unchanged
FCG $1M 0% unchanged
PDBC $1M 0% unchanged
unlisted $1M 0% unchanged
unlisted $255K 0% new
SHC $103K 0% new
NUVB $63K 0% unchanged
NUVB $17K 0% unchanged
KPLT $10K 0% unchanged
unlisted $2K 0% unchanged
Positions built under SEC confidential treatment appear only after the SEC releases them. Cash, foreign listings and shorts never appear in these filings.