Greenlight Capital (David Einhorn) discloses updated portfolio positions in 13F filing: Confirms new SWN INSW SNX WFRD positions, Exited SONO FREY TWTR
Highlights from 2022 Q1 filing as compared to Q4 2021:
- New positions in: SWN (~4.13 mln shares), INSW (~1.02 mln), WFRD (~0.7 mln), SNX (~0.17 mln), FCG (34K), XLE (14.7K)
- Increased positions in: KD (to ~2.42 mln shares from ~0.92 mln shares), TLIS (to ~2.24 mln from ~1.57 mln), PLBY (to ~0.82 mln from ~0.41 mln), CC (to ~2.14 mln from ~1.74 mln), REZI (to ~1.51 mln from ~1.17 mln), CIVI (to ~0.28 mln from ~0.12 mln), CHNG (to ~3.75 mln from ~3.64 mln) LIVN (to ~0.44 mln from ~0.34 mln), GLD (to ~0.18 mln from ~0.12 mln), AAWW (to ~0.85 mln from ~0.82 mln)
- Nearly maintained positions in: GRBK (~17.04 mln shares), SLV (~1.56 mln shares), ODP (~1.41 mln shares), GPK (~0.83 mln shares), GPN (~0.51 mln shares), INTC (~0.31 mln shares)
- Closed positions in: SONO (from ~0.44 mln shares), FREY (from ~0.35 mln), TWTR (from ~0.24 mln), JACK (from ~0.21 mln), SATS (from ~0.08 mln), CNXC (from ~0.05 mln), SAVA (from ~0.04 mln)
- Decreased positions in: TECK (to ~2.98 mln shares from ~3.4 mln shares), CEIX (to ~1.47 mln from ~1.88 mln), GPRO (to ~2.7 mln from ~2.93 mln), BHF (to ~3.64 mln from ~3.79 mln), ASTS (to ~0.43 mln from ~0.57 mln), CPRI (to ~0.78 mln from ~0.88 mln), GLPG (to ~0.16 mln from ~0.19 mln), ME (to ~0.07 mln from ~0.1 mln), VSCO (to ~0.44 mln from ~0.45 mln)