David Einhorn - Greenlight Capital 13F Activity & Position Changes (Q1 2018)

As of Mar 31, 2018, the Greenlight Capital portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 2018. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q1 2018, the filing reported:

New Buys - Abercrombie & Fitch Company, Bloomin' Brands, Inc., PayPal Holdings, Inc., Roku, Inc., Sprouts Farmers Market, Inc., and 2 more

Increases - Brighthouse Financial, Inc., Five Below, Inc.

Reductions - Apple Inc., Adient, AerCap, CONSOL Energy Inc., Clipper Realty Inc., and 8 more

Complete Exits - Best Buy Co., Inc., Chemours Company (The), Carter's, Inc., Gap, Inc. (The), Nordstrom, Inc., and 7 more

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q1 2018	AAPL Apple Inc.	Apple Inc.	Sell	-1,564,800	-71.4%	$105.38K	628,100
Q1 2018	ADNT Adient	Adient	Sell	-521,887	-30.6%	$70.73K	1,183,498
Q1 2018	AER AerCap	AerCap	Sell	-3,216,016	-32.9%	$332.33K	6,552,162
Q1 2018	ANF Abercrombie & Fitch Company	Abercrombie & Fitch Company	Buy - Position Entry	+212,500	-	$5.14K	212,500
Q1 2018	BBY Best Buy Co., Inc.	Best Buy Co., Inc.	Sell - Position Exit	-104,700	-100.0%	$0.00	-
Q1 2018	BHF Brighthouse Financial, Inc.	Brighthouse Financial, Inc.	Buy	+40,000	+0.4%	$567.46K	11,040,000
Q1 2018	BLMN Bloomin' Brands, Inc.	Bloomin' Brands, Inc.	Buy - Position Entry	+218,000	-	$5.29K	218,000
Q1 2018	CC Chemours Company (The)	Chemours Company (The)	Sell - Position Exit	-1,048,100	-100.0%	$0.00	-
Q1 2018	CEIX CONSOL Energy Inc.	CONSOL Energy Inc.	Sell	-1,056,387	-47.5%	$33.87K	1,169,276
Q1 2018	CLPR Clipper Realty Inc.	Clipper Realty Inc.	Sell	-35,877	-4.1%	$7.18K	847,500
Q1 2018	CNDT Conduent Incorporated	Conduent Incorporated	Sell	-491,100	-11.3%	$71.70K	3,846,600
Q1 2018	CNX CNX Resources Corporation	CNX Resources Corporation	Sell	-7,167,777	-40.3%	$164.16K	10,639,404
Q1 2018	CRI Carter's, Inc.	Carter's, Inc.	Sell - Position Exit	-58,000	-100.0%	$0.00	-
Q1 2018	DDS Dillard's, Inc.	Dillard's, Inc.	Sell	-692,459	-85.9%	$9.10K	113,200
Q1 2018	FIVE Five Below, Inc.	Five Below, Inc.	Buy	+26,400	+59.6%	$5.18K	70,700
Q1 2018	G97822103 Perrigo	Perrigo	Sell	-586,012	-20.7%	$187.57K	2,250,620
Q1 2018	GAP Gap, Inc. (The)	Gap, Inc. (The)	Sell - Position Exit	-176,600	-100.0%	$0.00	-
Q1 2018	GM General Motors Company	General Motors Company	Sell	-3,247,800	-12.6%	$821.81K	22,614,400
Q1 2018	JWN Nordstrom, Inc.	Nordstrom, Inc.	Sell - Position Exit	-125,900	-100.0%	$0.00	-
Q1 2018	KSS Kohl's Corporation	Kohl's Corporation	Sell - Position Exit	-132,800	-100.0%	$0.00	-
Q1 2018	LOW Lowe's Companies, Inc.	Lowe's Companies, Inc.	Sell - Position Exit	-68,100	-100.0%	$0.00	-
Q1 2018	MU Micron Technology, Inc.	Micron Technology, Inc.	Sell	-57,100	-1.7%	$174.51K	3,347,000
Q1 2018	PLCE Children's Place, Inc. (The)	Children's Place, Inc. (The)	Sell - Position Exit	-43,100	-100.0%	$0.00	-
Q1 2018	PRKS United Parks & Resorts Inc.	United Parks & Resorts Inc.	Sell - Position Exit	-142,148	-100.0%	$0.00	-
Q1 2018	PYPL PayPal Holdings, Inc.	PayPal Holdings, Inc.	Buy - Position Entry	+67,000	-	$5.08K	67,000
Q1 2018	ROKU Roku, Inc.	Roku, Inc.	Buy - Position Entry	+47,760	-	$1.49K	47,760
Q1 2018	SFM Sprouts Farmers Market, Inc.	Sprouts Farmers Market, Inc.	Buy - Position Entry	+207,000	-	$4.86K	207,000
Q1 2018	TPR Tapestry, Inc.	Tapestry, Inc.	Buy - Position Entry	+105,000	-	$5.52K	105,000
Q1 2018	TPX Tempur Sealy International, Inc	Tempur Sealy International, Inc	Sell	-2,042,300	-72.3%	$35.40K	781,700
Q1 2018	UAA Under Armour, Inc.	Under Armour, Inc.	Sell - Position Exit	-452,500	-100.0%	$0.00	-

Page 1 of 2