Greenlight Capital (David Einhorn ) discloses updated portfolio positions in 13F filing: Notable new positions include XELA, KR, GPS... Closed out AA, PVH
Highlights from 2017 Q3 filing as compared to 2017 Q2 filing:
- New positions in: XELA (~8.38 mln shares), VNTR (~1.7 mln), KR (~0.36 mln), GPS (~0.26 mln), TECD (~0.09 mln),DLTR (~0.09 mln), PLCE (~0.07 mln)
- Increased positions in: TPX (to ~4 mln shares from ~0.4 mln shares), MU (to ~5.02 mln from ~2.65 mln), ADNT (to ~1.73 mln from ~0.44 mln), DSW (to ~3.05 mln from ~2.26 mln), PRGO (to ~2.9 mln from ~2.53 mln)
- Maintained positions in: GRBK (~24.12 mln shares), CNX (~22.66 mln shares), AER (~12.36 mln shares), MYL(~10.74 mln shares), GDX (~7.94 mln shares), VOYA (~5.92 mln shares), AABA (~4.28 mln shares)
- Closed positions in: CPN (from ~10.96 mln shares), AA (from ~1.28 mln), NYRT (from ~1 mln), PVH (from ~0.39 mln)
- Decreased positions in: CC (to ~1.49 mln shares from ~3.6 mln shares), AAPL (to ~2.19 mln from ~3.93 mln), DDS(to ~1.5 mln from ~2.52 mln), QHC (to ~0.21 mln from ~1.1 mln), UHAL (to ~0.05 mln from ~0.22 mln)