This page lists the portfolio holdings of David Einhorn.

Stock Holdings

David Einhorn - Greenlight Capital

Period: Q2 2010
Portfolio date: 30 Jun 2010
No. of stocks: 33
Portfolio value: $3,182,781,000

SymbolStock% of portfolioSharesRecent activity
CIT hist CIT Group 11.27 10,590,429
PFE hist Pfizer Inc. 10.37 23,154,098 Add 27.54%
ESV hist ENSCO PLC 9.15 7,416,880 Buy
CAH hist Cardinal Health Inc. 6.92 6,550,500
CFN hist CareFusion Corp. 6.22 8,718,724
MSFT hist Microsoft Corp. 5.54 7,660,442 Add 125.31%
NCR hist NCR Corp. 4.37 11,468,658 Buy
BDX hist Becton Dickinson 3.82 1,796,500 Add 170.15%
BAGL hist Einstein Noah Restaurant Group Inc. 3.64 10,733,469
XRX hist Xerox Corp. 3.41 13,500,000 Add 92.86%
EMC hist EMC Corp. 3.33 5,790,000 Reduce 34.96%
TRV hist Travelers Companies Inc. 3.30 2,132,272
AHL hist Aspen Insurance Holdings Ltd. 3.22 4,140,000
RAH hist Ralcorp Holdings 3.04 1,765,854 Add 30.80%
HNT hist Health Net Inc. 2.68 3,502,337
AAPL hist Apple Inc. 2.47 312,500 Buy
FWLT hist Foster Wheeler Ltd. 2.38 3,593,472 Reduce 1.05%
RE hist Everest Re Group 2.18 980,445
MIM hist MI Developments Inc. 2.17 5,655,235
NVR hist NVR Inc. 1.73 84,000 Add 50.76%
LMT hist Lockheed Martin Corp. 1.70 725,000 Buy
HMA hist Health Management Assoc. 1.60 6,539,241
TRH hist Transatlantic Holdings Inc. 1.43 952,100 Add 192.95%
EIG hist Employers Holdings Inc. 1.08 2,325,000
FSC hist FIFTH STREET FINANCE 0.79 2,284,492
EPL hist Energy Partners Ltd. 0.67 1,739,474 Add 75.60%
RJET hist Republic Airways Holdings Inc. 0.66 3,412,800 Reduce 0.87%
BIOF hist BioFuel Energy Corp. 0.32 7,542,104
FBC hist Flagstar Bancorp 0.16 1,649,998 Reduce 95.00%
FURX hist Furiex Pharmaceuticals Inc. 0.16 490,000 Buy
SYMM hist Symmetricom Inc. 0.13 799,562 Buy
MDC hist M.D.C. Hldgs 0.06 70,324
ORIT hist Oritani Financial Corp. 0.06 200,000 Buy

Sector % analysis

Health Care

31.77
Financials

25.66
Information Technology

19.25
Energy

9.15
Services

4.30
Consumer Staples

3.04
Industrial Goods

2.38
Consumer Discretionary

1.79
Industrials

1.70
Materials

0.99

Articles & Commentaries

12 Jul 2010 Einhorn reports stake in Ensco
In a Filing on Monday, David Einhorn's firm Greenlight Capital reported a 5.2% stake in offshore driller Ensco.
03 Jun 2010 Video: David Einhorn on the Rating Agencies
The FCIC held hearings yesterday on the credit rating agencies. David Einhorn, of Greenlight Capital, shares his reaction with CNBC...













27 May 2010 Einhorn, Ackman Take Aim at Ratings Agencies
He took it a step further this year by suggesting that the rating agencies be eliminated altogether, while fellow manager and activist investor Bill Ackman of Pershing Square proposed the agencies "wait to rate."
12 Sep 2009 Video: David Einhorn on CNBC
David Einhorn of Greenlight Capital, discusses the recent ruling against rating agencies...