David Einhorn - Greenlight Capital
| History | Stock | Activity ▲ | Share change | % change to portfolio |
| Q1 2019 | ≡ | CC - Chemours Co. | Sell 100.00% | 200,000 | 0.41 | ≡ | DDS - Dillard Inc. | Sell 100.00% | 250,000 | 1.09 | ≡ | SFLY - Shutterfly Inc. | Sell 100.00% | 521,200 | 1.52 |
| Q4 2018 | ≡ | AER - AerCap Holdings N.V. | Add 1.49% | 56,400 | 0.16 | ≡ | ATUS - Altice USA, Inc. | Add 41.66% | 1,209,521 | 1.45 | ≡ | TPX - Tempur Sealy Int. | Add 70.30% | 2,198,208 | 1.65 | ≡ | ADNT - Adient plc | Add 74.00% | 843,013 | 0.92 | ≡ | CEIX - CONSOL Energy Inc. | Buy | 140,000 | 0.32 | ≡ | CC - Chemours Co. | Buy | 200,000 | 0.41 | ≡ | DDS - Dillard Inc. | Buy | 250,000 | 1.09 | ≡ | SFLY - Shutterfly Inc. | Buy | 521,200 | 1.52 | ≡ | SATS - EchoStar Corp. | Buy | 600,000 | 1.59 | ≡ | HGV - Hilton Grand Vacations Inc. | Buy | 1,120,000 | 2.14 | ≡ | BHF - Brighthouse Financial Inc. | Reduce 71.57% | 8,287,281 | 18.27 | ≡ | VOYA - Voya Financial Inc. | Reduce 48.59% | 995,607 | 2.89 | ≡ | GM - General Motors | Reduce 19.74% | 2,936,800 | 7.11 | ≡ | CNX - CNX Resources Corp. | Reduce 0.28% | 9,900 | 0.01 | ≡ | CPRI - Capri Holdings Ltd | Sell 100.00% | 49,200 | 0.14 | ≡ | SHW - Sherwin-Williams | Sell 100.00% | 24,300 | 0.16 | ≡ | TSCO - Tractor Supply | Sell 100.00% | 44,500 | 0.17 | ≡ | PRGO - Perrigo Co. | Sell 100.00% | 220,001 | 0.66 | ≡ | IAC - IAC Inc. | Sell 100.00% | 435,150 | 3.98 | ≡ | AABA - Altaba Inc. | Sell 100.00% | 1,472,598 | 4.24 |
| Q3 2018 | ≡ | IAC - IAC Inc. | Add 33.42% | 109,003 | 1.00 | ≡ | ADNT - Adient plc | Add 94.06% | 552,204 | 0.92 | ≡ | CPRI - Capri Holdings Ltd | Buy | 49,200 | 0.14 | ≡ | SHW - Sherwin-Williams | Buy | 24,300 | 0.16 | ≡ | TSCO - Tractor Supply | Buy | 44,500 | 0.17 | ≡ | SDRL - Seadrill Ltd | Buy | 1,046,800 | 1.10 | ≡ | ATUS - Altice USA, Inc. | Buy | 2,903,019 | 2.22 | ≡ | PRGO - Perrigo Co. | Reduce 88.13% | 1,632,919 | 4.90 | ≡ | CNX - CNX Resources Corp. | Reduce 54.10% | 4,125,000 | 2.49 | ≡ | GM - General Motors | Reduce 29.68% | 6,279,800 | 8.93 | ≡ | VOYA - Voya Financial Inc. | Reduce 29.45% | 855,215 | 1.79 | ≡ | AABA - Altaba Inc. | Reduce 16.53% | 291,702 | 0.84 | ≡ | AER - AerCap Holdings N.V. | Reduce 6.69% | 271,730 | 0.66 | ≡ | MDCO-OLD - Medicines Company | Reduce 5.12% | 51,200 | 0.06 | ≡ | VNTRF - Venator Materials PLC | Sell 100.00% | 131,294 | 0.07 | ≡ | BBY - Best Buy Co. Inc. | Sell 100.00% | 51,600 | 0.12 | ≡ | AZO - AutoZone Inc. | Sell 100.00% | 6,000 | 0.13 | ≡ | DLTR - Dollar Tree Inc. | Sell 100.00% | 47,000 | 0.13 | ≡ | DG - Dollar General | Sell 100.00% | 43,500 | 0.14 | ≡ | GPS - Gap Inc. | Sell 100.00% | 134,000 | 0.14 | ≡ | TJX - TJX Companies Inc. | Sell 100.00% | 90,000 | 0.14 | ≡ | DBI - Designer Brands Inc. | Sell 100.00% | 207,600 | 0.17 | ≡ | CLPR - Clipper Realty Inc. | Sell 100.00% | 730,772 | 0.20 | ≡ | MU - Micron Technology Inc. | Sell 100.00% | 275,500 | 0.46 | ≡ | AAPL - Apple Inc. | Sell 100.00% | 568,400 | 0.84 | ≡ | CNDT - Conduent Inc. | Sell 100.00% | 1,539,447 | 0.89 | ≡ | TWTR-OLD - Twitter Inc. | Sell 100.00% | 1,603,600 | 2.23 | ≡ | MYL-OLD - Mylan NV | Sell 100.00% | 6,859,000 | 7.90 |
| Q2 2018 | ≡ | BHF - Brighthouse Financial Inc. | Add 4.89% | 540,000 | 0.69 | ≡ | IAC - IAC Inc. | Add 30.62% | 76,447 | 0.37 | ≡ | BBY - Best Buy Co. Inc. | Buy | 51,600 | 0.12 | ≡ | AZO - AutoZone Inc. | Buy | 6,000 | 0.13 | ≡ | DLTR - Dollar Tree Inc. | Buy | 47,000 | 0.13 | ≡ | DG - Dollar General | Buy | 43,500 | 0.14 | ≡ | GPS - Gap Inc. | Buy | 134,000 | 0.14 | ≡ | TJX - TJX Companies Inc. | Buy | 90,000 | 0.14 | ≡ | MU - Micron Technology Inc. | Reduce 91.77% | 3,071,500 | 5.13 | ≡ | DBI - Designer Brands Inc. | Reduce 83.52% | 1,052,400 | 0.86 | ≡ | VNTRF - Venator Materials PLC | Reduce 82.62% | 623,939 | 0.33 | ≡ | AAPL - Apple Inc. | Reduce 77.38% | 1,944,000 | 2.87 | ≡ | CNDT - Conduent Inc. | Reduce 59.98% | 2,307,153 | 1.33 | ≡ | ADNT - Adient plc | Reduce 50.39% | 596,423 | 0.93 | ≡ | AER - AerCap Holdings N.V. | Reduce 38.01% | 2,490,754 | 4.30 | ≡ | TWTR-OLD - Twitter Inc. | Reduce 35.98% | 901,400 | 1.25 | ≡ | CNX - CNX Resources Corp. | Reduce 28.33% | 3,014,404 | 1.71 | ≡ | VOYA - Voya Financial Inc. | Reduce 25.69% | 1,004,300 | 1.50 | ≡ | PRGO - Perrigo Co. | Reduce 17.67% | 397,700 | 0.93 | ≡ | CLPR - Clipper Realty Inc. | Reduce 13.77% | 116,728 | 0.03 | ≡ | MYL-OLD - Mylan NV | Reduce 10.36% | 793,000 | 0.91 | ≡ | GM - General Motors | Reduce 6.43% | 1,453,557 | 1.83 | ≡ | ROKU - Roku Inc. | Sell 100.00% | 47,760 | 0.04 | ≡ | ODP - ODP Corp. | Sell 100.00% | 210,000 | 0.11 | ≡ | SFM - Sprouts Farmers Market Inc. | Sell 100.00% | 207,000 | 0.12 | ≡ | ANF - Abercrombie & Fitch Co. | Sell 100.00% | 212,500 | 0.13 | ≡ | BLMN - Bloomin Brands Inc. | Sell 100.00% | 218,000 | 0.13 | ≡ | FIVE - Five Below Inc. | Sell 100.00% | 70,700 | 0.13 | ≡ | PYPL - PayPal Holdings Inc. | Sell 100.00% | 67,000 | 0.13 | ≡ | URBN - Urban Outfitters Inc. | Sell 100.00% | 136,500 | 0.13 | ≡ | TPR - Tapestry Inc. | Sell 100.00% | 105,000 | 0.14 | ≡ | DDS - Dillard Inc. | Sell 100.00% | 113,200 | 0.23 | ≡ | CEIX - CONSOL Energy Inc. | Sell 100.00% | 1,169,276 | 0.85 | ≡ | TWX - Time Warner Inc. | Sell 100.00% | 665,000 | 1.58 |
| Q1 2018 | ≡ | BHF - Brighthouse Financial Inc. | Add 0.36% | 40,000 | 0.05 | ≡ | FIVE - Five Below Inc. | Add 59.59% | 26,400 | 0.05 | ≡ | VAL - Valaris plc | Add 106.19% | 10,300,000 | 1.13 | ≡ | ROKU - Roku Inc. | Buy | 47,760 | 0.04 | ≡ | ODP - ODP Corp. | Buy | 210,000 | 0.11 | ≡ | SFM - Sprouts Farmers Market Inc. | Buy | 207,000 | 0.12 | ≡ | ANF - Abercrombie & Fitch Co. | Buy | 212,500 | 0.13 | ≡ | BLMN - Bloomin Brands Inc. | Buy | 218,000 | 0.13 | ≡ | PYPL - PayPal Holdings Inc. | Buy | 67,000 | 0.13 | ≡ | URBN - Urban Outfitters Inc. | Buy | 136,500 | 0.13 | ≡ | TPR - Tapestry Inc. | Buy | 105,000 | 0.14 | ≡ | IAC - IAC Inc. | Buy | 249,700 | 0.98 | ≡ | DDS - Dillard Inc. | Reduce 85.95% | 692,459 | 1.41 | ≡ | TPX - Tempur Sealy Int. | Reduce 72.32% | 8,169,200 | 2.33 | ≡ | AAPL - Apple Inc. | Reduce 71.36% | 6,259,200 | 6.58 |