Greenlight Capital (David Einhorn) discloses updated portfolio positions in 13F filing with new X and GEO positions
Highlights from 2016 Q3 filing as compared to 2016 Q2 filing:
- New positions in: X (~3.09 mln shares), GEO (~0.29 mln)
- Increased positions in: CPN (to ~11.24 mln shares from ~5.66 mln shares), AER (to ~12.77 mln from ~11.4 mln--previously disclosed), MYL (to ~6.4 mln from ~4.95 mln), RAD (to ~13.44 mln from ~10.33 mln)
- Maintained positions in: GRBK (~24.12 mln shares), GM (~17 mln shares), CC (~16.37 mln shares)
- Decreased positions in: CNX (to ~17.87 mln shares from ~22 mln shares), TPH (to ~2.07 mln from ~4.5 mln), KORS (to ~3.07 mln from ~4.84 mln), AAPL (to ~5.19 mln from ~6.85 mln-previously disclosed), TTWO (to ~1.38 mln from ~2.73 mln), ACM (to ~2 mln from ~3.07 mln), TWX (to ~3.86 mln from ~4.72 mln), DSW (to ~3.57 mln from ~4.25 mln), YELP (to ~2.3 mln from ~2.9 mln)
- Closed positions in: FOXA (from ~4.77 mln shares), HTZ (from ~3.3 mln), CYH (from ~2.42 mln), ABC (from ~0.54 mln), PRGO (from ~0.53 mln), LILAK (from ~0.41 mln), HUM (from ~0.38 mln)