Smart Money Radar / Whales / David Einhorn
D

David Einhorn

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

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

Reported value
$2B
39 positions shown
Copycat since 2016
2.89x
11% per year · low coverage
vs SPY
behind
SPY 3.57x same window
Top position
GRBK
29% 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 · Sep 2023
GRBK 29%
unlisted 14%
BHF 9% KD 5%
unlisted 4%
unlisted 4%
LIVN 4% THC 3%
+24 more 10%
SymbolValue% of bookvs prior quarter
GRBK $512M 29% trimmed
unlisted $252M 14% trimmed
BHF $154M 9% unchanged
KD $84M 5% added
unlisted $75M 4% added
GLD $74M 4% added
unlisted $65M 4% added
TECK $63M 4% added
LIVN $63M 4% added
THC $60M 3% trimmed
NPWR $43M 2% added
GPK $43M 2% added
WFRD $39M 2% unchanged
FCNCA $32M 2% added
SLV $25M 1% unchanged
GPOR $25M 1% trimmed
unlisted $24M 1% added
DHT $21M 1% new
unlisted $20M 1% unchanged
unlisted $16M 1% added
HRI $15M 1% added
FHN $14M 1% unchanged
GPRO $8M 0% added
LKFT $5M 0% added
unlisted $5M 0% added
REZI $5M 0% trimmed
SHC $5M 0% added
OIH $2M 0% unchanged
AAP $2M 0% unchanged
GANX $2M 0% added
COYA $2M 0% added
FCG $2M 0% unchanged
PDBC $1M 0% unchanged
TLIS $860K 0% new
unlisted $119K 0% unchanged
NUVB $47K 0% unchanged
NUVB $10K 0% unchanged
KPLT $3K 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.