Greenlight Capital (David Einhorn GLRE) discloses updated portfolio positions in 13F filing: New ATUS SDRL KORS positionsHighlights from 2018 Q3 filing as compared to 2018 Q2 filing:
- New positions in: ATUS (~2.9 mln shares), SDRL (~1.05 mln), KORS (~0.05 mln), TSCO (~0.04 mln), SHW (~0.01 mln)
- Increased positions in: ADNT (to ~1.14 mln shares from ~0.59 mln shares), IAC (to ~0.44 mln from ~0.33 mln)
- Maintained positions in: GRBK (~24.12 mln shares), ESV (~20 mln shares), BHF (~11.58 mln shares), XELA (~8.38 mln shares), CCR (~5.49 mln shares)
- Closed positions in: MYL (from ~6.86 mln shares), TWTR (from ~1.6 mln), CNDT (from ~1.54 mln), CLPR (from ~0.73 mln), MU (from ~0.28 mln), DSW (from ~0.21 mln), AAPL (from ~0.14 mln), GPS (from ~0.13 mln), VNTR (from ~0.13 mln), BBY (from ~0.05 mln)
- Decreased positions in: GM (to ~14.88 mln shares from ~21.16 mln shares), CNX (to ~3.5 mln from ~7.63 mln), PRGO (to ~0.22 mln from ~1.85 mln), VOYA (to ~2.05 mln from ~2.9 mln), AABA (to ~1.47 mln from ~1.76 mln) AER (to ~3.79 mln from ~4.06 mln)