David Einhorn — Recent Buys
Greenlight Capital · New and increased positions in the Q2 '26 13F filing.
Filed August 14, 2026 · Last updated
David Einhorn opened 7 new positions and increased 9 existing holdings in the Q2 '26 filing — a combined buy footprint of $1.17B. Largest new position: FORTUNE BRANDS INNOVATIONS I at $123.1M.
New positions (7)
| Ticker | Company | Shares | Value | % Portfolio |
|---|---|---|---|---|
| FBIN | FORTUNE BRANDS INNOVATIONS I | 2241875 | $123.1M | 3.15% |
| VGNT | VERSIGENT PLC | 2277640 | $95.7M | 2.45% |
| PRMB | PRIMO BRANDS CORPORATION | 2823660 | $69.0M | 1.77% |
| PYPL | PAYPAL HLDGS INC | 1424320 | $61.5M | 1.57% |
| WBD | WARNER BROS DISCOVERY INC | 2246180 | $59.9M | 1.53% |
| PVH | PVH CORPORATION | 520800 | $38.7M | 0.99% |
| CMCSA | Comcast Corporation | 1345780 | $33.0M | 0.85% |
Increased positions (9)
| Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|
| CNR | CORE NATURAL RESOURCES INC | 2283200 | $182.7M | 4.67% | +22.9% |
| GPK | GRAPHIC PACKAGING HLDG CO | 9953430 | $105.2M | 2.69% | +9.4% |
| BKV | BKV CORP | 3095173 | $84.7M | 2.17% | +14.8% |
| SHC | SOTERA HEALTH CO | 4135515 | $73.4M | 1.88% | +100.2% |
| HSIC | SCHEIN HENRY INC | 718550 | $60.0M | 1.54% | +19.9% |
| REZI | RESIDEO TECHNOLOGIES INC | 1699590 | $52.9M | 1.35% | +7.9% |
| DECK | DECKERS OUTDOOR CORP | 506398 | $50.3M | 1.29% | +5.2% |
| VTRS | VIATRIS INC | 2773470 | $44.0M | 1.13% | +52.6% |
| TRIP | TRIPADVISOR INC | 2361973 | $32.4M | 0.83% | +51.0% |