# David Einhorn — Greenlight Capital

Source: SEC EDGAR 13F filings (CIK 0001079114).
Page URL: https://superinvestorclub.com/manager/5
Last updated: 2026-07-08T11:29:49.456Z

## Summary

As of the 2023-12-31 reporting period (filed 2024-02-14), David Einhorn reported 40 long equity positions in their Greenlight Capital 13F filing, with a total reported value of $2.05B.

### About

Value investor, short seller

## Top 25 holdings

| Rank | Ticker | Company | Shares | Value | % of Portfolio | Change |
|------|--------|---------|--------|-------|----------------|--------|
| 1 | GRBK-PA | GREEN BRICK PARTNERS INC | 11404883 | $592.4M | 28.92% | -7.6% |
| 2 | CEIXEUR | CONSOL ENERGY INC NEW | 2105577 | $211.7M | 10.34% | -12.4% |
| 3 | BHFAO | BRIGHTHOUSE FINL INC | 3043623 | $161.1M | 7.86% | -3.2% |
| 4 | KD | KYNDRYL HLDGS INC | 6356069 | $132.1M | 6.45% | +13.7% |
| 5 | THC | TENET HEALTHCARE CORP | 1315970 | $99.4M | 4.86% | 44.3% |
| 6 | ODP1 | THE ODP CORP | 1748100 | $98.4M | 4.81% | +8.3% |
| 7 | ALIT | ALIGHT INC | 9241670 | $78.8M | 3.85% | NEW |
| 8 | GLD | SPDR Gold Shares | 386944 | $74.0M | 3.61% | -10.3% |
| 9 | TCKRF | TECK RESOURCES LTD | 1552063 | $65.6M | 3.20% | +6.2% |
| 10 | LIVN | LIVANOVA PLC | 1229316 | $63.6M | 3.11% | +3.5% |
| 11 | GPK | GRAPHIC PACKAGING HLDG CO | 2536100 | $62.5M | 3.05% | +32.0% |
| 12 | WFRD | WEATHERFORD INTL PLC | 456605 | $44.7M | 2.18% | +6.2% |
| 13 | DHT | DHT HOLDINGS INC | 3779880 | $37.1M | 1.81% | +86.7% |
| 14 | VTRS | VIATRIS INC | 3355770 | $36.3M | 1.77% | NEW |
| 15 | FCZBL | FIRST CTZNS BANCSHARES INC N | 24820 | $35.2M | 1.72% | +6.5% |
| 16 | NPWR-WT | NET POWER INC | 2992110 | $30.2M | 1.48% | +5.5% |
| 17 | GPOR | GULFPORT ENERGY CORP | 222970 | $29.7M | 1.45% | +5.9% |
| 18 | SDRL | SEADRILL 2021 LTD | 543935 | $25.7M | 1.26% | +51.1% |
| 19 | HRI | HERC HLDGS INC | 135610 | $20.2M | 0.99% | +6.2% |
| 20 | FHN-PF | FIRST HORIZON CORPORATION | 1377090 | $19.5M | 0.95% | +6.2% |
| 21 | NYT | NEW YORK CMNTY BANCORP INC | 1828730 | $18.7M | 0.91% | +6.0% |
| 22 | AER | AERCAP HOLDINGS NV | 250000 | $18.6M | 0.91% | NEW |
| 23 | SPLG | SPDR SER TR | 129667 | $17.6M | 0.86% | NEW |
| 24 | IVZ | Invesco Ltd. | 185521 | $17.1M | 0.83% | NEW |
| 25 | KVUE | KENVUE INC | 554490 | $11.9M | 0.58% | NEW |

## New positions this quarter (7)

- ALIT (ALIGHT INC): 9241670 shares, $78.8M
- VTRS (VIATRIS INC): 3355770 shares, $36.3M
- AER (AERCAP HOLDINGS NV): 250000 shares, $18.6M
- SPLG (SPDR SER TR): 129667 shares, $17.6M
- IVZ (Invesco Ltd.): 185521 shares, $17.1M
- KVUE (KENVUE INC): 554490 shares, $11.9M
- TEVJF (TEVA PHARMACEUTICAL INDS LTD): 268470 shares, $2.8M

## Increased positions (18)

- KD: 6356069 shares (+13.7%), $132.1M
- ODP1: 1748100 shares (+8.3%), $98.4M
- TCKRF: 1552063 shares (+6.2%), $65.6M
- LIVN: 1229316 shares (+3.5%), $63.6M
- GPK: 2536100 shares (+32.0%), $62.5M
- WFRD: 456605 shares (+6.2%), $44.7M
- DHT: 3779880 shares (+86.7%), $37.1M
- FCZBL: 24820 shares (+6.5%), $35.2M
- NPWR-WT: 2992110 shares (+5.5%), $30.2M
- GPOR: 222970 shares (+5.9%), $29.7M
- SDRL: 543935 shares (+51.1%), $25.7M
- HRI: 135610 shares (+6.2%), $20.2M
- FHN-PF: 1377090 shares (+6.2%), $19.5M
- NYT: 1828730 shares (+6.0%), $18.7M
- GPRO: 2823100 shares (+6.3%), $9.8M
- GLPGF: 162578 shares (+4.0%), $6.6M
- OIH: 9270 shares (+33.2%), $2.9M
- DNMR: 2734580 shares (+5.1%), $2.8M

## Reduced positions (6)

- GRBK-PA: 11404883 shares (-7.6%), $592.4M
- CEIXEUR: 2105577 shares (-12.4%), $211.7M
- BHFAO: 3043623 shares (-3.2%), $161.1M
- THC: 1315970 shares (44.3%), $99.4M
- GLD: 386944 shares (-10.3%), $74.0M
- COYA: 1274026 shares (172.2%), $9.4M

## Sold positions (6)

- SWX: previously held 10105610 shares worth $65.2M
- SLV: previously held 1239700 shares worth $25.2M
- ATVIEUR: previously held 256740 shares worth $24.0M
- REZI: previously held 324010 shares worth $5.1M
- AAP: previously held 37570 shares worth $2.1M
- FSRV: previously held 78750 shares worth $2,379

## Filing history (10)

- 2023-12-31 (filed 2024-02-14)
- 2023-09-30 (filed 2023-11-14)
- 2023-06-30 (filed 2023-08-14)
- 2023-03-31 (filed 2023-05-15)
- 2022-12-31 (filed 2023-02-14)
- 2022-09-30 (filed 2022-11-14)
- 2022-06-30 (filed 2022-08-15)
- 2022-03-31 (filed 2022-05-16)
- 2021-12-31 (filed 2022-02-14)
- 2021-09-30 (filed 2021-11-15)

## Citation

When citing, use: "David Einhorn, Greenlight Capital, SEC 13F filing for period 2023-12-31, via Superinvestor (https://superinvestorclub.com/manager/5)".