Greenlight Capital (David Einhorn) discloses updated portfolio positions in 13F filing: Confirms new TECK/AAWW positions and confirms exited ADNT/ATUS
Highlights from 2020 Q2 filing as compared to Q1 2020:
- New positions in: TECK (~2.4 mln shares), REZI (~1.94 mln), GDX (~1.83 mln), AAWW (~1.42 mln), APG (~0.72 mln), JACK (~0.19 mln), SATS (~0.17 mln), PVH (~0.07 mln), TPX (~0.07 mln)
- Increased positions in: GPOR (to ~1.31 mln shares from ~0.7 mln shares), NBSE (to ~1.9 mln from ~1.54 mln), AER (to ~3.52 mln from ~3.27 mln)
- Maintained positions in: GRBK (~24.12 mln shares), CCR (~5.49 mln shares), CHNG (~5.36 mln shares), BHF (~3.64 mln shares), CCK (~0.21 mln shares)
- Closed positions in: ADNT (from ~1.85 mln shares), ATUS (from ~1.63 mln), TGP (from ~0.58 mln), MO (from ~0.31 mln), CNC (from ~0.2 mln), PAYX (from ~0.19 mln), AXP (from ~0.13 mln), DIS (from ~0.11 mln), DHR (from ~0.08 mln), GS (from ~0.07 mln)
- Decreased positions in: XELA (to ~1.04 mln shares from ~7.52 mln shares), CNX (to ~3.04 mln from ~7.39 mln), CC (to ~3.4 mln from ~4.88 mln)