Greenlight Capital (David Einhorn) discloses updated portfolio positions in 13F filing: Confirms new GPK position, increased GPRO ODP holdings
Highlights from 2021 Q2 filing as compared to Q1 2021:
- New positions in: ADMP (~1 mln shares), GPK (~0.85 mln), ASTS (~0.57 mln), UWMC (~0.49 mln), DMYI (~0.47 mln), PLBY (~0.41 mln), NWS (~0.36 mln), PANA (~0.28 mln), GOEV (~0.27 mln)
- Increased positions in: GPRO (to ~3.66 mln shares from ~1.02 mln shares), NBSE (to ~2.73 mln from ~2.03 mln), ODP (to ~0.65 mln from ~0.07 mln), CPRI (to ~0.49 mln from ~0.19 mln), SATS (to ~1.28 mln from ~1.02 mln) CC (to ~2.33 mln from ~2.23 mln), FUBO (to ~0.47 mln from ~0.43 mln) REZI (to ~1.42 mln from ~1.39 mln), SONO (to ~0.24 mln from ~0.2 mln),
- Maintained positions in: GRBK (~17.42 mln shares), BHF (~3.64 mln shares), CHNG (~3.45 mln shares), DNMR (~2.11 mln shares), AAWW (~1.51 mln shares), AER (~0.66 mln shares), TWTR (~0.49 mln shares), GLD (~0.1 mln shares)
- Closed positions in: ADT (from ~2.79 mln shares), SEAH (from ~0.06 mln)
- Decreased positions in: CNX (to ~0.22 mln shares from ~1.31 mln shares), APG (to ~0.25 mln from ~1.28 mln), CEIX (to ~2.17 mln from ~2.82 mln), XOG (to ~0.01 mln from ~0.3 mln), NUVB (to ~0.03 mln from ~0.15 mln), CNXC (to ~0.39 mln from ~0.48 mln), JACK (to ~0.14 mln from ~0.18 mln), SNX (to ~0.11 mln from ~0.15 mln)