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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