David Einhorn - Greenlight Capital 13F Activity & Position Changes (Q2 2019)
According to the SEC 13F filed on Aug 14, 2019, the Greenlight Capital portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2019. 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 Q2 2019, the filing reported:
New Buys - Cars.com Inc., Chemours Company (The), Dillard's, Inc., OPENLANE, Inc., Light & Wonder, Inc.
Reductions - AerCap, Altice USA, Inc., General Motors Company, Hilton Grand Vacations Inc., EchoStar Corporation, and 2 more
Complete Exits - None reported
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q2 2019
|
ADNT
Adient
|
Buy |
+210,295
|
|
Q2 2019
|
AER
AerCap
|
Sell |
-680,009
|
|
Q2 2019
|
ATUS
Altice USA, Inc.
|
Sell |
-924,800
|
|
Q2 2019
|
CARS
Cars.com Inc.
|
Buy - Position Entry |
+208,900
|
|
Q2 2019
|
CC
Chemours Company (The)
|
Buy - Position Entry |
+3,721,823
|
|
Q2 2019
|
CEIX
CONSOL Energy Inc.
|
Buy |
+336,882
|
|
Q2 2019
|
CNX
CNX Resources Corporation
|
Buy |
+92,161
|
|
Q2 2019
|
DDS
Dillard's, Inc.
|
Buy - Position Entry |
+400,000
|
|
Q2 2019
|
GM
General Motors Company
|
Sell |
-3,258,039
|
|
Q2 2019
|
HGV
Hilton Grand Vacations Inc.
|
Sell |
-251,900
|
|
Q2 2019
|
KAR
OPENLANE, Inc.
|
Buy - Position Entry |
+885,000
|
|
Q2 2019
|
LNW
Light & Wonder, Inc.
|
Buy - Position Entry |
+1,494,778
|
|
Q2 2019
|
SATS
EchoStar Corporation
|
Sell |
-7,900
|
|
Q2 2019
|
TPX
Tempur Sealy International, Inc
|
Sell |
-187,400
|
|
Q2 2019
|
VOYA
Voya Financial, Inc.
|
Sell |
-421,000
|