What David Einhorn Bought in Q1 2026
Greenlight Capital · Quarterly 13F recap as filed with the SEC.
Period: 2026-03-31 · Filed · Historical
$3.19B
Total Value
45
Holdings
11
New Buys
13
Reduced
In Q1 2026, David Einhorn reported 45 long equity positions worth $3.19B in their Greenlight Capital 13F filing, including 11 new positions (largest: VERSANT MEDIA GROUP INC at $112.1M) and 14 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | GRBK | GREEN BRICK PARTNERS INC | 9467383 | $610.2M | 19.12% | — |
| 2 | FLR | FLUOR CORP | 4747350 | $221.5M | 6.94% | -14.6% |
| 3 | CNR | CORE NATURAL RESOURCES INC | 1858140 | $194.6M | 6.10% | -11.5% |
| 4 | BHF | BRIGHTHOUSE FINL INC | 2842100 | $170.2M | 5.33% | +1.8% |
| 5 | PCG | PG&E CORP | 6632852 | $116.5M | 3.65% | -14.8% |
| 6 | VSNT | VERSANT MEDIA GROUP INC | 3028615 | $112.1M | 3.51% | NEW |
| 7 | ACHC | ACADIA HEALTHCARE COMPANY IN | 4518381 | $105.7M | 3.31% | +9.6% |
| 8 | VSXY | VICTORIAS SECRET AND CO | 2256889 | $104.6M | 3.28% | +29.9% |
| 9 | DHT | DHT HOLDINGS INC | 5272770 | $96.3M | 3.02% | -28.4% |
| 10 | PENN | PENN ENTERTAINMENT INC | 6044440 | $90.8M | 2.85% | — |
| 11 | GPK | GRAPHIC PACKAGING HLDG CO | 9099980 | $90.5M | 2.83% | +8.1% |
| 12 | CNC | CENTENE CORP DEL | 2731810 | $89.4M | 2.80% | +3.5% |
| 13 | TEVA | TEVA PHARMACEUTICAL INDS LTD | 2910729 | $87.7M | 2.75% | -4.8% |
| 14 | CPRI | CAPRI HOLDINGS LIMITED | 4930318 | $86.9M | 2.72% | +3.4% |
| 15 | SNX | TD SYNNEX CORPORATION | 479530 | $80.9M | 2.54% | 748.9% |
| 16 | BKV | BKV CORP | 2695543 | $76.9M | 2.41% | +109.3% |
| 17 | LBTYK | LIBERTY GLOBAL LTD | 4963322 | $60.0M | 1.88% | -0.8% |
| 18 | ROIV | ROIVANT SCIENCES LTD | 2152669 | $59.6M | 1.87% | +4.0% |
| 19 | CROX | CROCS INC | 669140 | $55.6M | 1.74% | NEW |
| 20 | REZI | RESIDEO TECHNOLOGIES INC | 1574950 | $53.1M | 1.66% | NEW |
| 21 | DECK | DECKERS OUTDOOR CORP | 481398 | $48.2M | 1.51% | +61.1% |
| 22 | SPB | SPECTRUM BRANDS HOLDINGS INC | 650359 | $47.9M | 1.50% | -2.0% |
| 23 | CNH | CNH INDL N V | 4188940 | $46.1M | 1.44% | -27.4% |
| 24 | SLM | SLM CORP | 2101840 | $45.0M | 1.41% | NEW |
| 25 | HSIC | SCHEIN HENRY INC | 599300 | $44.2M | 1.38% | +27.7% |
| 26 | PTON | PELOTON INTERACTIVE INC | 10113940 | $43.4M | 1.36% | 4003.7% |
| 27 | GLD | SPDR Gold Shares | 99611 | $42.9M | 1.34% | +-41.6% |
| 28 | DCH | DAUCH CORP | 6311350 | $37.4M | 1.17% | NEW |
| 29 | PSKY | PARAMOUNT SKYDANCE CORP | 3926080 | $35.4M | 1.11% | NEW |
| 30 | AR | ANTERO RESOURCES CORP | 808520 | $34.3M | 1.08% | +-20.3% |
| 31 | SLDE | SLIDE INS HLDGS INC | 1686630 | $30.4M | 0.95% | +46.7% |
| 32 | SHC | SOTERA HEALTH CO | 2065680 | $29.6M | 0.93% | 347.8% |
| 33 | STUB | STUBHUB HLDGS INC | 4233200 | $26.4M | 0.83% | NEW |
| 34 | VTRS | VIATRIS INC | 1817570 | $24.6M | 0.77% | NEW |
| 35 | CI | THE CIGNA GROUP | 88400 | $23.6M | 0.74% | -5.7% |
| 36 | TRIP | TRIPADVISOR INC | 1564696 | $16.7M | 0.52% | NEW |
| 37 | GLPGF | GALAPAGOS NV | 482746 | $14.5M | 0.45% | — |
| 38 | WFRD | WEATHERFORD INTL PLC | 145721 | $13.8M | 0.43% | -80.4% |
| 39 | ZIM | ZIM INTEGRATED SHIPPING SERV | 354526 | $9.3M | 0.29% | NEW |
| 40 | COYA | COYA THERAPEUTICS INC | 2335540 | $9.2M | 0.29% | +15.3% |
| 41 | IMVT | IMMUNOVANT INC | 93520 | $2.3M | 0.07% | NEW |
| 42 | GPRO | GOPRO INC | 1693860 | $1.3M | 0.04% | — |
| 43 | GANX | GAIN THERAPEUTICS INC | 566130 | $1.1M | 0.03% | — |
| 44 | NUVB | NUVATION BIO INC | 34995 | $150K | 0.00% | — |
| 45 | KPLTW | KATAPULT HOLDINGS INC | 262227 | $603 | 0.00% | — |