Tracking David Einhorn's Portfolio - Q4 2014 Update
John Vincent - at Seeking Alpha - Mon Feb 16, 9:11AM CST
CNX: 28.71 (+0.23), TERP: 40.25 (+0.35), DNOW: 21.65 (-0.50), TPH: 15.09 (+0.09), RBS: 10.25 (-0.06), AET: 107.91 (+0.19), NOK: 8.06 (+0.33), NOV: 54.43 (-0.12), AER: 46.75 (+0.89), CFG: 25.11 (+0.07), IACI: 72.54 (-0.02), SYF: 30.59 (+0.45), SPR: 52.71 (+0.10), GDX: 19.45 (+0.54), TIME: 23.04 (+0.23), MU: 28.02 (+0.20), COV: 106.71 (-1.36), TTWO: 25.27 (+0.45), BWC: 31.66 (-0.01), FSAM: 11.17 (unch), CVEO: 3.48 (+0.11), DOX: 54.37 (+0.38), GE: 28.51 (+2.78), LBTYK: 50.49 (+0.44), MDR: 4.88 (+0.13), MDT: 77.93 (+0.80), KMB: 106.86 (-0.40), TWX: 85.49 (-0.12), V: 66.34 (-0.10), OIS: 43.10 (-0.04), KMT: 33.30 (-0.46), LBTYA: 52.55 (+0.53), GDOT: 17.05 (+0.56), FCB: 27.18 (-0.04), EMC: 25.83 (-0.12), ACM: 32.63 (+0.34), BP: 41.54 (+0.19), AAPL: 127.10 (+0.54), APC: 90.10 (+1.20), CBI: 49.62 (-0.01), HYH: 49.76 (-0.62), LTM: 71.40 (unch), AGNC: 21.70 (+0.07), GRBK: 8.60 (+0.21), IPG: 21.81 (+0.06), KS: 31.56 (+0.52), VOD: 33.53 (+0.31), GLRE: 30.91 (-0.39), CI: 133.31 (+1.13), CRC: 8.41 (+0.32), LRCX: 73.10 (-0.05), MRVL: 15.27 (-0.11), SUNE: 26.69 (+0.65), CONN: 32.37 (+0.21), KEYS: 37.05 (-0.13), NSAM: 22.24 (-0.45), CHMT: 29.56 (+0.12), ONNN: 11.70 (+0.22)
Greenlight Q3 Letter: Gains In Apple; Short Amazon?
ValueWalk - Seeking Alpha - Wed Nov 05, 2:04PM CST
By ValueWalk staff David Einhorn’s Greenlight Capital just released its Q3 letter to investors. Bloomberg reports that the value hedge fund has added medium-sized long positions in CONSOL (NYSE: CNX ) and EMC (NYSE: EMC ). Einhorn closed out...
JOY: 39.30 (+0.11), MNK: 129.09 (+1.29), AMZN: 382.65 (-0.89), CNX: 28.71 (+0.23), GMCR: 116.54 (-1.90), LULU: 68.86 (-0.91), GLRE: 30.91 (-0.39), UA: 83.75 (-0.44), CSC: 65.85 (+1.36), MRVL: 15.27 (-0.11), SUNE: 26.69 (+0.65), TPX: 58.18 (+0.80), CVEO: 3.48 (+0.11), EMC: 25.83 (-0.12), AAPL: 127.10 (+0.54), X: 24.72 (-0.40)