Greenlight Capital (David Einhorn) discloses updated portfolio positions in 13F filing: Increased RAD / MYL positions
Highlights from 2016 Q4 filing as compared to 2016 Q3 filing:
- New positions in: FRED (~1.5 mln shares), AA (~1.28 mln), SYT (~0.93 mln), MON (~0.41 mln)
- Increased positions in: RAD (to ~20.46 mln shares from ~13.44 mln shares), MYL (to ~8.67 mln from ~6.4 mln), VOYA (to ~5.92 mln from ~5.17 mln), AAPL (to ~5.81 mln from ~5.19 mln), PVH (to ~0.61 mln from ~0.53 mln)
- Maintained positions in: GRBK (~24.12 mln shares), AER (~12.62 mln shares), CPN (~10.96 mln shares), GDX (~7.94 mln shares), YHOO (~4.28 mln shares)
- Closed positions in: X (from ~3.09 mln shares), KORS (from ~3.07 mln), ACM (from ~2 mln), ARRS (from ~1.83 mln), GLBL(from ~1.63 mln), TERP (from ~1.53 mln), TTWO (from ~1.38 mln), GEO (from ~0.29 mln)
- Decreased positions in: CC (to ~8.95 mln shares from ~16.37 mln shares), GM (to ~13.17 mln from ~17 mln), CNX (to ~15.4 mln from ~17.87 mln), AGR (to ~1.57 mln from ~3.09 mln), YELP (to ~0.87 mln from ~2.3 mln), DSW (to ~2.14 mln from ~3.57 mln), TWX (to ~3.31 mln from ~3.86 mln