Greenlight Capital (David Einhorn) discloses updated portfolio positions in 13F filing: New WPF FSRV SPNV positions
Highlights from 2021 Q1 filing as compared to Q4 2020:
- New positions in: WPF (~1.66 mln shares), FSRV (~1.51 mln), SPNV (~1.22 mln), GPRO (~1.02 mln), RTP (~0.67 mln), DGNR (~0.65 mln), GANX (~0.55 mln)
- Increased positions in: ADT (to ~2.79 mln shares from ~1.81 mln shares), APG (to ~1.28 mln from ~0.64 mln), SATS (to ~1.02 mln from ~0.5 mln), DNMR (to ~2.15 mln from ~1.73 mln), CNXC (to ~0.48 mln from ~0.33 mln) JACK (to ~0.18 mln from ~0.12 mln),
- Maintained positions in: BHF (~3.64 mln shares), NBSE (~2.03 mln shares), TWTR (~0.49 mln shares)
- Closed positions in: NCR (from ~1.03 mln shares), GDX (from ~0.97 mln), DDS (from ~0.23 mln), CCK (from ~0.21 mln) MNOV (from ~0.19 mln), ICPT (from ~0.08 mln)
- Decreased positions in: GRBK (to ~17.42 mln shares from ~24.12 mln shares), CNX (to ~1.31 mln from ~3.21 mln), AER (to ~0.66 mln from ~2.32 mln), CHNG (to ~3.45 mln from ~4.84 mln), REZI (to ~1.39 mln from ~2.6 mln), CEIX (to ~2.82 mln from ~4.01 mln)