Greenlight Capital (David Einhorn ) discloses updated portfolio positions in 13F filing: New GPS BBY DLTR positions
Highlights from 2018 Q2 filing as compared to 2018 Q1 filing:
- New positions in: GPS (~0.13 mln shares), BBY (~0.05 mln), DLTR (~0.05 mln), TJX (~0.05 mln), DG (~0.04 mln)
- Increased positions in: IAC (to ~0.33 mln shares from ~0.25 mln shares)
- Maintained positions in: GRBK (~24.12 mln shares), GM (~21.16 mln shares), ESV (~20 mln shares), BHF (~11.58 mln shares), CCR (~5.49 mln shares), AABA (~1.76 mln shares)
- Closed positions in: ODP (from ~2.1 mln shares), CEIX (from ~1.17 mln), BLMN (from ~0.22 mln), ANF (from ~0.21 mln), SFM (from ~0.21 mln), URBN (from ~0.14 mln), TPR (from ~0.11 mln)
- Decreased positions in: MU (to ~0.28 mln shares from ~3.35 mln shares), CNX (to ~7.63 mln from ~10.64 mln), AER (to ~4.06 mln from ~6.55 mln), CNDT (to ~1.54 mln from ~3.85 mln), DSW (to ~0.21 mln from ~1.26 mln), VOYA (to ~2.9 mln from ~3.91 mln), TWTR (to ~1.6 mln from ~2.51 mln), MYL (to ~6.86 mln from ~7.65 mln)
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