Tracking David Einhorn’s Q2 Portfolio Moves

David Einhorn, famed money manager and regular at the World Series of Poker, runs Greenlight Capital. Having made his name in the midst of the 2008 crisis by publicly denouncing the troubled financial firms before the full scope of the systemic crisis was known. Recently, Einhorn has been in the news, squaring off against Bruce Berkowitz over St. Joe (JOE) and calling for Steve Ballmer’s removal at Microsoft (MSFT).

Greenlight’s latest 13F-HR filing suggests Einhorn was lukewarm on the market in the 2nd quarter. Normally an active trader by value investing standards, Einhorn added only 4 new positions for a total of $253M while completely divesting eight stocks worth nearly $1B.

Continue reading article …

Leave a Reply