Greenlight Capital (David Einhorn) discloses updated portfolio positions in 13F filing: New CHNG GPOR MO positions
Highlights from 2020 Q1 filing as compared to Q4 2019:
- New positions in: CHNG (~5.29 mln shares), GPOR (~0.7 mln), MO (~0.31 mln), CCK (~0.21 mln), CNC (~0.2 mln), PAYX (~0.19 mln), AXP (~0.13 mln), DIS (~0.11 mln)
- Increased positions in: CNX (to ~7.39 mln shares from ~5.88 mln shares)
- Maintained positions in: GRBK (~24.12 mln shares), CCR (~5.49 mln shares), BHF (~3.64 mln shares), AER (~3.27 mln shares), NBSE (~1.54 mln shares)
- Closed positions in: GM (from ~6.15 mln shares), SGMS (from ~1.13 mln), DXC (from ~0.81 mln), SATS (from ~0.68 mln), CEIX (from ~0.61 mln), TPX (from ~0.27 mln)
- Decreased positions in: CC (to ~4.88 mln shares from ~6.81 mln shares), ADNT (to ~1.85 mln from ~2.51 mln), ATUS (to ~1.63 mln from ~2.16 mln), XELA (to ~7.52 mln from ~8.02 mln), TGP (to ~0.58 mln from ~0.85 mln)