Greenlight Capital (David Einhorn ) discloses updated portfolio positions in 13F filing: New HGV SATS SFLY positions; Exited AABA, IAC
Highlights from 2018 Q4 filing as compared to 2018 Q3 filing:
- New positions in: HGV (~1.12 mln shares), SATS (~0.6 mln), SFLY (~0.52 mln), DDS (~0.25 mln), CC (~0.2 mln), CEIX (~0.14 mln)
- Increased positions in: ATUS (to ~4.11 mln shares from ~2.9 mln shares), ADNT (to ~1.98 mln from ~1.14 mln), TPX (to ~1.33 mln from ~0.78 mln), AER (to ~3.85 mln from ~3.79 mln)
- Maintained positions in: GRBK (~24.12 mln shares), ESV (~20 mln shares), XELA (~8.38 mln shares), CCR (~5.49 mln shares) CNX (~3.49 mln shares), MDCO (~0.95 mln shares)
- Closed positions in: AABA (from ~1.47 mln shares), IAC (from ~0.44 mln), PRGO (from ~0.22 mln), CPRI (from ~0.05 mln), TSCO (from ~0.04 mln)
- Decreased positions in: BHF (to ~3.29 mln shares from ~11.58 mln shares), GM (to ~11.94 mln from ~14.88 mln), VOYA (to ~1.05 mln from ~2.05 mln)