Greenlight Capital (David Einhorn) discloses updated portfolio positions in 13F filing: New CEIX ADT holdingS, affirms FUBO DNMR positions
Highlights from 2020 Q4 filing as compared to Q3 2020:
- New positions in: CEIX (~4.01 mln shares), ADT (~1.81 mln), DNMR (affirms ~1.73 mln), FUBO (affirms ~1.22 mln), IPOC (~0.7 mln), SATS (~0.5 mln)
- Increased positions in: REZI (to ~2.6 mln shares from ~2.17 mln shares), CNX (to ~3.21 mln from ~2.81 mln), AAWW (to ~1.73 mln from ~1.51 mln), DDS (to ~0.23 mln from ~0.2 mln)
- Maintained positions in: GRBK (~24.12 mln shares), BHF (~3.64 mln shares), GDX (~0.97 mln shares), TWTR (~0.49 mln shares), CCK (~0.21 mln shares)
- Closed positions in: INTC (from ~0.3 mln shares), INGR (from ~0.16 mln), KW (from ~0.13 mln), CRY (from ~0.1 mln), AMRN (from ~0.1 mln), PVH (from ~0.07 mln), VAPO (from ~0.05 mln)
- Decreased positions in: AER (to ~2.32 mln shares from ~3.01 mln shares), CHNG (to ~4.84 mln from ~5.29 mln), CC (to ~2.6 mln from ~3.05 mln), NCR (to ~1.03 mln from ~1.4 mln), JACK (to ~0.12 mln from ~0.2 mln), SNX (to ~0.2 mln from ~0.27 mln), ICPT (to ~0.08 mln from ~0.1 mln)