Greenlight Capital (David Einhorn) discloses updated portfolio positions in 13F filing: New TWTR INTC positions, Affirms new SNX NCR holdings
Highlights from 2020 Q3 filing as compared to Q2 2020:
- New positions in: NCR (~1.4 mln shares), TWTR (~0.49 mln), INTC (~0.3 mln), PANA (~0.3 mln), SNX (~0.27 mln), DDS (~0.2 mln), MNOV (~0.19 mln), INGR (~0.16 mln), KW (~0.13 mln), ICPT (~0.1 mln)
- Increased positions in: GLD (to ~0.38 mln shares from ~0.06 mln shares), REZI (to ~2.17 mln from ~1.94 mln), NBSE (to ~2.03 mln from ~1.9 mln), AAWW (to ~1.51 mln from ~1.42 mln), JACK (to ~0.2 mln from ~0.19 mln)
- Maintained positions in: GRBK (~24.12 mln shares), CCR (~5.49 mln shares), CHNG (~5.29 mln shares), BHF (~3.64 mln shares), CCK (~0.21 mln shares)
- Closed positions in: XELA (from ~1.04 mln shares), SATS (from ~0.17 mln), TPX (from ~0.07 mln), WHR (from ~0.03 mln)
- Decreased positions in: GPOR (to ~0.65 mln shares from ~1.31 mln shares), AER (to ~3.01 mln from ~3.52 mln), CC (to ~3.05 mln from ~3.4 mln), CNX (to ~2.81 mln from ~3.04 mln) APG (to ~0.64 mln from ~0.72 mln)