David Einhorn - Greenlight Capital
| History | Stock | Activity ▲ | Share change | % change to portfolio |
| Q1 2013 | ≡ | IAC - IAC Inc. | Buy | 436,708 | 0.31 | ≡ | SPR - Spirit AeroSystems Holdings Inc. | Buy | 1,652,962 | 0.50 | ≡ | HES - Hess Corp. | Buy | 1,245,000 | 1.43 | ≡ | OAK - Oaktree Capital Group LLC Cl A | Buy | 1,851,812 | 1.51 | ≡ | OIS - Oil States International Inc. | Buy | 2,700,000 | 3.52 |
| Q4 2012 | ≡ | DST - DST Systems Inc. | Add 11.76% | 472,502 | 0.24 | ≡ | CSC - Computer Sciences Corp. | Add 12.38% | 850,000 | 0.58 | ≡ | CI - Cigna Group | Add 15.27% | 1,084,200 | 0.99 | ≡ | AAPL - Apple Inc. | Add 19.81% | 6,051,248 | 1.96 | ≡ | AHL - Aspen Insurance Holdings Ltd. | Add 21.67% | 875,182 | 0.48 | ≡ | NCR - NCR Corp. | Add 24.06% | 1,990,000 | 0.87 | ≡ | CBS - CBS Corp. | Add 24.26% | 1,050,000 | 0.68 | ≡ | MSFT - Microsoft Corp. | Add 41.32% | 3,166,649 | 1.44 | ≡ | AET - Aetna Inc. | Add 48.04% | 2,111,960 | 1.67 | ≡ | ACM - AECOM Technology Corp. | Add 49.88% | 390,443 | 0.16 | ≡ | MRVL - Marvell Technology Inc. | Add 58.27% | 19,071,994 | 2.36 | ≡ | BWXT - BWX Technologies Inc. | Add 371.71% | 3,198,372 | 1.43 | ≡ | WDC - Western Digital Corp. | Buy | 600,000 | 0.44 | ≡ | VOD - Vodafone Group PLC | Buy | 1,600,000 | 0.69 | ≡ | GOOGL - Alphabet Inc. | Buy | 1,260,000 | 0.76 |
| Q3 2012 | ≡ | DLPH - Delphi Technologies | Add 1.41% | 113,400 | 0.06 | ≡ | BIOF - BioFuel Energy Corp. | Add 5.11% | 69,382 | 0.01 | ≡ | DST - DST Systems Inc. | Add 8.00% | 297,498 | 0.15 | ≡ | CI - Cigna Group | Add 10.36% | 666,800 | 0.56 | ≡ | GM - General Motors | Add 23.84% | 4,155,200 | 1.70 | ≡ | MRVL - Marvell Technology Inc. | Add 27.84% | 7,127,970 | 1.17 | ≡ | AET - Aetna Inc. | Add 38.69% | 1,226,330 | 0.87 | ≡ | CSC - Computer Sciences Corp. | Add 89.57% | 3,244,227 | 1.88 | ≡ | ACM - AECOM Technology Corp. | Buy | 782,704 | 0.30 | ≡ | BWXT - BWX Technologies Inc. | Buy | 860,446 | 0.39 | ≡ | YHOO - Yahoo Inc. | Buy | 5,050,000 | 1.45 |
| Q2 2012 | ≡ | MSFT - Microsoft Corp. | Add 2.35% | 175,600 | 0.09 | ≡ | S-OLD - Sprint Corp. | Add 6.17% | 4,210,900 | 0.23 | ≡ | GM - General Motors | Add 17.64% | 2,613,700 | 0.87 | ≡ | DST - DST Systems Inc. | Add 18.64% | 584,532 | 0.27 | ≡ | MRVL - Marvell Technology Inc. | Add 39.35% | 7,230,232 | 1.38 | ≡ | CSC - Computer Sciences Corp. | Add 50.92% | 1,222,023 | 0.51 | ≡ | STX - Seagate Technology | Add 59.57% | 8,660,900 | 3.61 | ≡ | XRX - Xerox Holdings Corp. | Add 68.89% | 2,651,175 | 1.41 | ≡ | GOLD - Barrick Gold Corp. | Add 94.32% | 955,000 | 0.61 | ≡ | GNW - Genworth Financial Inc. | Buy | 658,700 | 0.06 | ≡ | OAK - Oaktree Capital Group LLC Cl A | Buy | 1,851,812 | 1.10 | ≡ | HES - Hess Corp. | Buy | 2,085,000 | 1.53 | ≡ | VMED - Virgin Media | Buy | 4,920,000 | 2.03 | ≡ | AET - Aetna Inc. | Buy | 3,169,925 | 2.07 | ≡ | ELV - Elevance Health Inc. | Buy | 1,930,689 | 2.08 | ≡ | HUM - Humana Inc. | Buy | 1,645,000 | 2.15 | ≡ | UNH - United Health Group Inc. | Buy | 2,285,000 | 2.26 | ≡ | CVH - Coventry Health Care Inc. | Buy | 6,660,000 | 3.57 | ≡ | CI - Cigna Group | Buy | 6,435,000 | 4.78 |
| Q1 2012 | ≡ | STX - Seagate Technology | Add 0.62% | 89,153 | 0.05 | ≡ | MRVL - Marvell Technology Inc. | Add 5.75% | 998,690 | 0.31 | ≡ | DST - DST Systems Inc. | Add 39.35% | 885,468 | 0.47 | ≡ | RNDY - Roundy's Inc. | Buy | 561,934 | 0.12 | ≡ | EXPE - Expedia Group Inc. | Buy | 1,000,000 | 0.65 | ≡ | CSC - Computer Sciences Corp. | Buy | 2,400,000 | 1.40 |
| Q4 2011 | ≡ | MRVL - Marvell Technology Inc. | Add 4.41% | 733,557 | 0.21 | ≡ | VAL - Valaris plc | Add 9.19% | 425,334 | 0.42 | ≡ | BBY - Best Buy Co. Inc. | Add 9.95% | 698,375 | 0.34 | ≡ | AAPL - Apple Inc. | Add 11.42% | 4,200,000 | 1.26 | ≡ | CBS - CBS Corp. | Add 18.49% | 924,539 | 0.52 | ≡ | GM - General Motors | Add 29.03% | 4,276,408 | 1.80 | ≡ | LM - Legg Mason | Add 30.77% | 800,000 | 0.40 | ≡ | OVTI - OmniVision Technologies Inc. | Buy | 196,966 | 0.05 | ≡ | XPER-OLD - Xperi Holding Corp. | Buy | 695,580 | 0.24 | ≡ | BB - BlackBerry Ltd. | Buy | 2,923,317 | 0.88 | ≡ | YHOO - Yahoo Inc. | Buy | 3,018,887 | 1.01 | ≡ | CA - CA Inc. | Buy | 2,535,872 | 1.07 | ≡ | DST - DST Systems Inc. | Buy | 2,250,000 | 1.07 | ≡ | FWONA - Liberty Media Corp Formula One Series A | Buy | 980,000 | 1.59 | ≡ | XRX - Xerox Holdings Corp. | Buy | 4,238,108 | 2.81 | ≡ | DLPH - Delphi Technologies | Buy | 8,194,661 | 3.48 | ≡ | DELL-OLD - Dell Inc. | Buy | 14,100,000 | 4.29 |
| Q3 2011 | ≡ | BBY - Best Buy Co. Inc. | Add 1.86% | 128,400 | 0.07 | ≡ | MSFT - Microsoft Corp. | Add 2.37% | 351,900 | 0.21 | ≡ | CVS - CVS Health Corp. | Add 2.74% | 89,600 | 0.07 | ≡ | TRV - Travelers Companies Inc. | Add 2.88% | 121,000 | 0.14 | ≡ | NVR - NVR Inc. | Add 3.31% | 4,100 | 0.06 | ≡ | BR - Broadridge Financial Solutions | Add 3.75% | 99,300 | 0.05 | ≡ | LYB - LyondellBasell Industries | Add 3.82% | 79,600 | 0.05 | ≡ | NCR - NCR Corp. | Add 4.80% | 452,100 | 0.18 | ≡ | VAL - Valaris plc | Add 9.54% | 402,900 | 0.39 | ≡ | AHL - Aspen Insurance Holdings Ltd. | Add 16.55% | 685,000 | 0.38 | ≡ | AAPL - Apple Inc. | Add 21.92% | 6,613,600 | 2.15 | ≡ | STX - Seagate Technology | Add 25.58% | 2,943,600 | 0.72 | ≡ | S-OLD - Sprint Corp. | Add 31.96% | 17,865,000 | 1.30 | ≡ | CFN - CareFusion Corp. | Add 34.38% | 3,274,700 | 1.88 | ≡ | HII - Huntington Ingalls Industries | Add 45.04% | 1,076,356 | 0.63 | ≡ | MRO - Marathon Oil Corp. | Add 48.87% | 710,000 | 0.37 | ≡ | HCA - HCA Healthcare Inc. | Add 91.14% | 2,675,000 | 1.29 | ≡ | GM - General Motors | Add 330.79% | 11,313,000 | 5.46 | ≡ | SYNA - Synaptics Inc. | Buy | 114,408 | 0.07 | ≡ | CPWR - Compuware Corp. | Buy | 4,459,027 | 0.82 | ≡ | GOLD - Barrick Gold Corp. | Buy | 1,350,000 | 1.51 | ≡ | LM - Legg Mason | Buy | 2,600,000 | 1.60 | ≡ | CBS - CBS Corp. | Buy | 5,000,000 | 2.44 | ≡ | MRVL - Marvell Technology Inc. | Buy | 16,640,000 | 5.78 |
| Q2 2011 | ≡ | BBY - Best Buy Co. Inc. | Add 14.79% | 887,600 | 0.63 | ≡ | AAPL - Apple Inc. | Add 28.66% | 6,720,000 | 1.81 | ≡ | IM - Ingram Micro Inc. | Add 47.56% | 1,208,662 | 0.49 |