The biggest change in the portfolio of David Einhorn’s Greenlight Capital Inc in 1Q14 was the 807% increase in Sunedison Inc (NYSE:SUNE), which went from being just 0.23% of the fund’s portfolio to 3.34%, making it the 7th largest position. Of 40 long positions (not counting call options) Greenlight’s five largest positions are Apple Inc. (NASDAQ:AAPL), Micron Technology, Inc. (NASDAQ:MU), Marvell Technology Group Ltd. (NASDAQ:MRVL), CIGNA Corporation (NYSE:CI), and Oil States International, Inc. (NYSE:OIS).
Greenlight’s new and increased positions
Greenlight also doubled its stake in EMC Corporation (NYSE:EMC) and Penn National Gaming, Inc (NASDAQ:PENN)...
Login required to continue reading.
Setup a free account to get access to this article (no credit card required).
View Full ArticleAlready a member? Log in here
