Greenlight Capital (David Einhorn ) discloses updated portfolio positions in 13F filing: New CC SGMS KAR positions, decreased VAL GM ATUS AER holdingsHighlights from 2019 Q2 filing as compared to Q1 2019:
- New positions in: CC (~3.72 mln shares), SGMS (~1.49 mln), KAR (~0.89 mln), DDS (~0.4 mln), CARS (~0.21 mln)
- Increased positions in: TGP (to ~0.85 mln shares from ~0.5 mln shares), CEIX (to ~0.68 mln from ~0.34 mln), ADNT (to ~2.19 mln from ~1.98 mln), CNX (to ~5.88 mln from ~5.79 mln)
- Maintained positions in: GRBK (~24.12 mln shares), XELA (~8.02 mln) CCR (~5.49 mln shares), BHF (~3.29 mln shares), SATS (~0.59 mln shares)
- Closed positions in: SDRL (from ~1.05 mln shares)
- Decreased positions in: VAL (to ~1.36 mln shares from ~15.12 mln shares), GM (to ~5.86 mln from ~9.12 mln), ATUS (to ~3.19 mln from ~4.11 mln), AER (to ~3.48 mln from ~4.16 mln), VOYA (to ~0.32 mln from ~0.74 mln), HGV (to ~0.87 mln from ~1.12 mln), MDCO (to ~0.73 mln from ~0.95 mln), TPX (to ~0.47 mln from ~0.66 mln)