Greenlight Capital (David Einhorn) discloses updated portfolio positions in 13F filing: New RIVN CNXC positions, Increased KD AAWW holdings
Highlights from 2022 Q2 filing as compared to Q1 2022:
- New positions in: RIVN (~0.07 mln shares), CNXC (~0.04 mln)
- Increased positions in: KD (to ~5.37 mln shares from ~2.42 mln shares), AAWW (to ~1.33 mln from ~0.85 mln), VSCO (to ~0.74 mln from ~0.44 mln), ODP (to ~1.69 mln from ~1.41 mln), CEIX (to ~1.64 mln from ~1.47 mln) CPRI (to ~0.94 mln from ~0.78 mln), GLD (to ~0.28 mln from ~0.18 mln) REZI (to ~1.57 mln from ~1.51 mln), WFRD (to ~0.75 mln from ~0.7 mln),
- Maintained positions in: GRBK (~17.04 mln shares), SWN (~4.13 mln shares), GPRO (~2.7 mln shares), SLV (~1.56 mln shares), GPK (~0.83 mln shares), GPN (~0.52 mln shares), LIVN (~0.45 mln shares), CIVI (~0.28 mln shares)
- Closed positions in: MYPS (from ~0.96 mln shares), INTC (from ~0.31 mln), SNX (from ~0.17 mln), GPOR (from ~0.11 mln), FCG (from ~0.03 mln)
- Decreased positions in: CHNG (to ~1.47 mln shares from ~3.75 mln shares), CC (to ~0.7 mln from ~2.14 mln) INSW (to ~0.45 mln from ~1.02 mln), BHF (to ~3.5 mln from ~3.64 mln), ME (to ~0.02 mln from ~0.07 mln), GLPG (to ~0.15 mln from ~0.16 mln)