| Enlightened American: David Einhorn (Greenlight Capital) 2008 Q4 13F SEC Filing | ||||||||||
| Quarter Ending 12/31/2008 | Back to the Enlightened American Website | |||||||||
| David Einhorn (Greenlight Capital) | ||||||||||
| ***** NEW POSITIONS TAKEN | ||||||||||
| % pos ch | % val ch | Change | COMPANY | Cur. Pos. | Prev. Pos. | Approx PPS | Prev PPS | Value | Prev Value | |
| N/A | N/A | ALLEGHENY ENERGY INC | 4,472,654 | $33.86 | $151,444,000 | |||||
| N/A | N/A | AMKOR TECHNOLOGY INC | 1,005,631 | $2.18 | $2,192,000 | |||||
| N/A | N/A | ANIXTER INTL INC | 52,387 | $30.12 | $1,578,000 | |||||
| N/A | N/A | BELDEN INC | 92,600 | $20.87 | $1,933,000 | |||||
| N/A | N/A | BRANDYWINE RLTY TR | 277,148 | $7.71 | $2,137,000 | |||||
| N/A | N/A | CF INDS HLDGS INC | 1,812,938 | $49.16 | $89,124,000 | |||||
| N/A | N/A | CADENCE DESIGN SYSTEM INC | 2,573,535 | $3.66 | $9,419,000 | |||||
| N/A | N/A | CADENCE DESIGN SYSTEM 1.375% | 12,500,000 | $0.60 | $7,438,000 | |||||
| N/A | N/A | CARPENTER TECHNOLOGY CORP | 432,044 | $20.54 | $8,874,000 | |||||
| N/A | N/A | COLONIAL PPTYS TR | 431,573 | $8.33 | $3,595,000 | |||||
| N/A | N/A | COMMSCOPE INC | 7,000,000 | $15.54 | $108,780,000 | |||||
| N/A | N/A | CORNING INC | 296,341 | $9.53 | $2,824,000 | |||||
| N/A | N/A | CROSSTEX ENERGY INC | 462,167 | $3.90 | $1,803,000 | |||||
| N/A | N/A | DOW CHEM CO | 3,100,000 | $15.09 | $46,779,000 | |||||
| N/A | N/A | DUKE REALTY CORP | 246,579 | $10.96 | $2,703,000 | |||||
| N/A | N/A | ENSCO INTL INC | 138,412 | $28.39 | $3,929,000 | |||||
| N/A | N/A | FOCUS MEDIA HLDG LTD | 1,089,407 | $9.09 | $9,903,000 | |||||
| N/A | N/A | GENERAL CABLE CORP DEL NEW | 123,743 | $17.69 | $2,189,000 | |||||
| N/A | N/A | HEALTH NET INC | 807,047 | $10.89 | $8,788,000 | |||||
| N/A | N/A | HUNTSMAN CORP | 965,000 | $3.44 | $3,320,000 | |||||
| N/A | N/A | JA SOLAR HOLDINGS CO LTD | 2,515,068 | $4.37 | $10,990,000 | |||||
| N/A | N/A | JA SOLAR HOLDINGS CO LTD 4.50% | 11,114,000 | $0.38 | $4,223,000 | |||||
| N/A | N/A | LAWSON SOFTWARE INC NEW 2.5% | 10,800,000 | $0.77 | $8,262,000 | |||||
| N/A | N/A | LIBERTY MEDIA CORP NEW | 549,529 | $3.12 | $1,714,000 | |||||
| N/A | N/A | MDC PARTNERS INC CL A | 249,356 | $3.04 | $758,000 | |||||
| N/A | N/A | MEMC ELECTR MATLS INC | 7,287,698 | $14.28 | $104,069,000 | |||||
| N/A | N/A | MARKET VECTOR GOLD MINER ETF | 3,200,000 | $33.88 | $108,416,000 | |||||
| N/A | N/A | MCDERMOTT INTL INC | 868,359 | $9.88 | $8,579,000 | |||||
| N/A | N/A | OSHKOSH CORP | 216,300 | $8.89 | $1,923,000 | |||||
| N/A | N/A | PATRIOT COAL CORP | 1,321,089 | $6.25 | $8,257,000 | |||||
| N/A | N/A | PATTERSON UTI ENERGY INC | 791,153 | $11.51 | $9,106,000 | |||||
| N/A | N/A | PROSHARES TR PSHSULTSH 20YRS | 429,600 | $37.73 | $16,208,000 | |||||
| N/A | N/A | SPDR GOLD TRUST | 3,695,090 | $86.55 | $319,810,000 | |||||
| N/A | N/A | SEARS HLDGS CORP | 38,753 | $38.86 | $1,506,000 | |||||
| N/A | N/A | SINCLAIR BROADCAST GROUP INC | 223,791 | $3.10 | $694,000 | |||||
| N/A | N/A | SMITHFIELD FOODS INC | 239,263 | $14.07 | $3,367,000 | |||||
| N/A | N/A | SUNSTONE HOTEL INVS INC NEW | 269,500 | $6.19 | $1,668,000 | |||||
| N/A | N/A | SUPERVALU INC | 128,201 | $14.60 | $1,872,000 | |||||
| N/A | N/A | WESTERN DIGITAL CORP | 686,458 | $11.45 | $7,860,000 | |||||
| N/A | N/A | WILLIAMS SONOMA INC | 935,613 | $7.86 | $7,354,000 | |||||
| N/A | N/A | AIRCASTLE LTD | 381,941 | $4.78 | $1,826,000 | |||||
| N/A | N/A | ASPEN INSURANCE HOLDINGS LTD | 917,119 | $24.25 | $22,240,000 | |||||
| N/A | N/A | FOSTER WHEELER LTD | 375,775 | $23.38 | $8,786,000 | |||||
| N/A | N/A | AERCAP HOLDINGS NV | 1,000,000 | $3.01 | $3,010,000 | |||||
| N/A | N/A | DANAOS CORPORATION | 194,705 | $6.76 | $1,316,000 | |||||
| N/A | N/A | TEEKAY CORPORATION | 84,365 | $19.65 | $1,658,000 | |||||
| ***** SOLD OFF | ||||||||||
| % pos ch | % val ch | Change | COMPANY | Cur. Pos. | Prev. Pos. | Approx PPS | Prev PPS | Value | Prev Value | |
| N/A | N/A | AMERIPRISE FINL INC | 1,092,916 | $38.20 | $41,750,000 | |||||
| N/A | N/A | KINROSS GOLD CORP | 1,170,232 | $16.12 | $18,864,000 | |||||
| N/A | N/A | MERCER INTL INC | 257,447 | $3.66 | $942,000 | |||||
| N/A | N/A | POMEROY IT SOLUTIONS INC | 990,934 | $4.50 | $4,459,000 | |||||
| ***** HOLD POSITIONS | ||||||||||
| % pos ch | % val ch | Change | COMPANY | Cur. Pos. | Prev. Pos. | Approx PPS | Prev PPS | Value | Prev Value | |
| 0.00% | -33.35% | BEAZER HOMES NOTE 4.625% 6/1 | 5,165,000 | 5,165,000 | $0.44 | $0.66 | $2,272,000 | $3,409,000 | ||
| 0.00% | -33.95% | BIOFUEL ENERGY CORP | 7,542,104 | 7,542,104 | $0.35 | $0.53 | $2,640,000 | $3,997,000 | ||
| 0.00% | -42.96% | EINSTEIN NOAH REST GROUP INC | 10,733,469 | 10,733,469 | $5.75 | $10.08 | $61,718,000 | $108,193,000 | ||
| 0.00% | -5.07% | EMPLOYERS HOLDINGS INC | 2,325,000 | 2,325,000 | $16.50 | $17.38 | $38,362,000 | $40,409,000 | ||
| 0.00% | -12.35% | MERCER INTL NOTE 8.500%10/1 | 13,500,000 | 13,500,000 | $0.71 | $0.81 | $9,585,000 | $10,935,000 | ||
| 0.00% | 4.71% | REPUBLIC AWYS HLDGS INC | 1,741,500 | 1,741,500 | $10.67 | $10.19 | $18,581,000 | $17,746,000 | ||
| ***** AUGMENTED POSITIONS | ||||||||||
| % pos ch | % val ch | Change | COMPANY | Cur. Pos. | Prev. Pos. | Approx PPS | Prev PPS | Value | Prev Value | |
| 436.81% | -12.46% | 8,081,375 | E M C CORP MASS | 9,931,475 | 1,850,100 | $10.47 | $11.96 | $103,982,000 | $22,128,000 | |
| 48.78% | -38.30% | 1,028,614 | ECHOSTAR CORP | 3,137,130 | 2,108,516 | $14.87 | $24.10 | $46,649,000 | $50,816,000 | |
| 1.85% | -24.88% | 41,056 | FIFTH STREET FINANCE CORP | 2,259,492 | 2,218,436 | $7.55 | $10.05 | $17,059,000 | $22,295,000 | |
| 234.48% | -33.92% | 5,830,593 | GUARANTY FINL GROUP INC | 8,317,242 | 2,486,649 | $2.61 | $3.95 | $21,708,000 | $9,822,000 | |
| 6.97% | -59.65% | 351,200 | MI DEVS INC | 5,387,535 | 5,036,335 | $7.46 | $18.49 | $40,191,000 | $93,122,000 | |
| 65.61% | -23.95% | 2,582,207 | TERADATA CORP DEL | 6,517,717 | 3,935,510 | $14.83 | $19.50 | $96,657,000 | $76,743,000 | |
| 282.76% | -40.17% | 1,881,828 | TICKETMASTER | 2,547,346 | 665,518 | $6.42 | $10.73 | $16,354,000 | $7,141,000 | |
| 85.95% | 11.18% | 2,150,592 | URS CORP NEW | 4,652,833 | 2,502,241 | $40.77 | $36.67 | $189,696,000 | $91,757,000 | |
| ***** REDUCED POSITIONS | ||||||||||
| % pos ch | % val ch | Change | COMPANY | Cur. Pos. | Prev. Pos. | Approx PPS | Prev PPS | Value | Prev Value | |
| -72.12% | -84.73% | -2,550,841 | DANA HOLDING CORP | 986,161 | 3,537,002 | $0.74 | $4.84 | $729,000 | $17,119,000 | |
| -90.94% | -38.63% | -8,624,506 | DR PEPPER SNAPPLE GROUP INC | 859,614 | 9,484,120 | $16.25 | $26.48 | $13,969,000 | $251,140,000 | |
| -34.40% | -84.43% | -362,063 | ENERGY PARTNERS LTD | 690,433 | 1,052,496 | $1.35 | $8.67 | $932,000 | $9,125,000 | |
| -35.00% | -56.97% | -7,755,757 | HEALTH MGMT ASSOC INC NEW | 14,406,185 | 22,161,942 | $1.79 | $4.16 | $25,787,000 | $92,194,000 | |
| -36.96% | -70.18% | -3,361,074 | HELIX ENERGY SOLUTIONS GRP I | 5,732,818 | 9,093,892 | $7.24 | $24.28 | $41,506,000 | $220,800,000 | |
| -91.05% | -17.18% | -715,062 | M D C HLDGS INC | 70,324 | 785,386 | $30.30 | $36.59 | $2,131,000 | $28,737,000 | |
| -3.19% | -29.60% | -114,556 | TARGET CORP | 3,475,444 | 3,590,000 | $34.53 | $49.05 | $120,007,000 | $176,089,000 | |
| -49.92% | -29.41% | -585,800 | TRIPLE-S MGMT CORP | 587,588 | 1,173,388 | $11.50 | $16.29 | $6,757,000 | $19,114,000 | |
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