What David Einhorn Bought in Q2 2026
Greenlight Capital · Quarterly 13F recap as filed with the SEC.
Period: 2026-06-30 · Filed
$3.91B
Total Value
46
Holdings
7
New Buys
13
Reduced
In Q2 2026, David Einhorn reported 46 long equity positions worth $3.91B in their Greenlight Capital 13F filing, including 7 new positions (largest: FORTUNE BRANDS INNOVATIONS I at $123.1M) and 9 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | GRBK | GREEN BRICK PARTNERS INC | 9467383 | $757.8M | 19.39% | — |
| 2 | FLR | FLUOR CORP | 4658750 | $244.1M | 6.24% | -1.9% |
| 3 | CNR | CORE NATURAL RESOURCES INC | 2283200 | $182.7M | 4.67% | +22.9% |
| 4 | BHF | BRIGHTHOUSE FINL INC | 2842100 | $179.9M | 4.60% | — |
| 5 | ACHC | ACADIA HEALTHCARE COMPANY IN | 4400641 | $130.0M | 3.32% | -2.6% |
| 6 | PENN | PENN ENTERTAINMENT INC | 5860270 | $125.2M | 3.20% | -3.0% |
| 7 | FBIN | FORTUNE BRANDS INNOVATIONS I | 2241875 | $123.1M | 3.15% | NEW |
| 8 | PCG | PG&E CORP | 6632852 | $111.6M | 2.85% | — |
| 9 | CNC | CENTENE CORP DEL | 1651150 | $106.0M | 2.71% | -39.6% |
| 10 | GPK | GRAPHIC PACKAGING HLDG CO | 9953430 | $105.2M | 2.69% | +9.4% |
| 11 | SNX | TD SYNNEX CORPORATION | 381042 | $101.9M | 2.61% | -20.5% |
| 12 | TEVA | TEVA PHARMACEUTICAL INDS LTD | 2886059 | $97.8M | 2.50% | -0.8% |
| 13 | VGNT | VERSIGENT PLC | 2277640 | $95.7M | 2.45% | NEW |
| 14 | CPRI | CAPRI HOLDINGS LIMITED | 4820118 | $89.5M | 2.29% | -2.2% |
| 15 | BKV | BKV CORP | 3095173 | $84.7M | 2.17% | +14.8% |
| 16 | DHT | DHT HOLDINGS INC | 5034320 | $83.2M | 2.13% | -4.5% |
| 17 | CROX | CROCS INC | 669140 | $80.7M | 2.07% | — |
| 18 | ROIV | ROIVANT SCIENCES LTD | 2152669 | $76.2M | 1.95% | — |
| 19 | SHC | SOTERA HEALTH CO | 4135515 | $73.4M | 1.88% | +100.2% |
| 20 | VSNT | VERSANT MEDIA GROUP INC | 1922172 | $69.2M | 1.77% | -36.5% |
| 21 | PRMB | PRIMO BRANDS CORPORATION | 2823660 | $69.0M | 1.77% | NEW |
| 22 | DCH | DAUCH CORP | 12395104 | $67.2M | 1.72% | 96.4% |
| 23 | PYPL | PAYPAL HLDGS INC | 1424320 | $61.5M | 1.57% | NEW |
| 24 | HSIC | SCHEIN HENRY INC | 718550 | $60.0M | 1.54% | +19.9% |
| 25 | WBD | WARNER BROS DISCOVERY INC | 2246180 | $59.9M | 1.53% | NEW |
| 26 | LBTYK | LIBERTY GLOBAL LTD | 4963322 | $56.4M | 1.44% | — |
| 27 | AR | ANTERO RESOURCES CORP | 1574140 | $55.3M | 1.42% | 94.7% |
| 28 | STUB | STUBHUB HLDGS INC | 4233200 | $54.5M | 1.39% | — |
| 29 | REZI | RESIDEO TECHNOLOGIES INC | 1699590 | $52.9M | 1.35% | +7.9% |
| 30 | DECK | DECKERS OUTDOOR CORP | 506398 | $50.3M | 1.29% | +5.2% |
| 31 | SPB | SPECTRUM BRANDS HOLDINGS INC | 561438 | $48.1M | 1.23% | -13.7% |
| 32 | CNH | CNH INDL N V | 4188940 | $47.0M | 1.20% | — |
| 33 | VTRS | VIATRIS INC | 2773470 | $44.0M | 1.13% | +52.6% |
| 34 | PSKY | PARAMOUNT SKYDANCE CORP | 3926080 | $38.7M | 0.99% | — |
| 35 | PVH | PVH CORPORATION | 520800 | $38.7M | 0.99% | NEW |
| 36 | CMCSA | Comcast Corporation | 1345780 | $33.0M | 0.85% | NEW |
| 37 | SLDE | SLIDE INS HLDGS INC | 1686630 | $32.7M | 0.84% | — |
| 38 | TRIP | TRIPADVISOR INC | 2361973 | $32.4M | 0.83% | +51.0% |
| 39 | GLD | SPDR Gold Shares | 83421 | $30.7M | 0.79% | -16.3% |
| 40 | CI | THE CIGNA GROUP | 88400 | $24.4M | 0.62% | — |
| 41 | GLPGF | LAKEFRONT BIOTHERAPEUTICS NV | 482746 | $14.5M | 0.37% | — |
| 42 | COYA | COYA THERAPEUTICS INC | 2335540 | $13.7M | 0.35% | — |
| 43 | IMVT | IMMUNOVANT INC | 93520 | $3.6M | 0.09% | — |
| 44 | GPRO | GOPRO INC | 1693860 | $1.3M | 0.03% | — |
| 45 | GANX | GAIN THERAPEUTICS INC | 566130 | $1.1M | 0.03% | — |
| 46 | NUVB | NUVATION BIO INC | 34995 | $199K | 0.01% | — |