David EinhornPortfolio & 13F holdings

Greenlight Capital

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Shorted Lehman before the fall

David Einhorn's Greenlight, reported every quarter under DME Capital Management.

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$3.9B

reported portfolio

positions

Q2 2026

quarter ended Jun 30

moves last filing

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David Einhorn tracker · $100,000 copied

$100,000$110,951

+$10,951 (+10.9%)since Nov 5, 2024

Nov 5, 2024Nov 5, 2026

Copy · $110,951

Rebuilt at the close on the day each 13F was filed, to its 100 largest stock positions weighted by reported value. Nov 5, 2024 to Nov 5, 2026, at closing prices. Past trades don't guarantee future results.

Latest moves

Bought or added · 18

Added$SHC+100%New$FBIN New$VGNT New$PRMB New$PYPL New$WBD

Show all 18

New$PVH New$CMCSA Added$DCH+96%Added$AR+95%Added$VTRS+53%Added$TRIP+51%Added$CNR+23%Added$HSIC+20%Added$BKV+15%Added$GPK+9%Added$REZI+8%Added$DECK+5%

Sold or trimmed · 17

Exited$PTON Exited$WFRD Exited$SLMExitedKATAPULT HOLDINGS INC (warrants)Exited$VSXY Exited$ZIM

Show all 17

Trimmed$CNC−40%Trimmed$VSNT−37%Trimmed$SNX−21%Trimmed$GLD−16%Trimmed$SPB−14%Trimmed$DHT−5%Trimmed$PENN−3%Trimmed$ACHC−3%Trimmed$CPRI−2%Trimmed$FLR−2%Trimmed$TEVA−1%

Share-count changes versus the prior quarter's filing.

What David holds

46 listed positions

PositionSince disclosed

$PYPL
PAYPAL HLDGS INC
+36.5%
$61.5M · 2%
$CROX
CROCS INC
+26.8%
$80.7M · 2%
$DHT
DHT HOLDINGS INC
+23.9%
$83.2M · 2%
$TEVA
TEVA PHARMACEUTICAL INDS LTD
+23.3%
$97.8M · 3%
$ACHC
ACADIA HEALTHCARE COMPANY IN
+17.8%
$130.0M · 3%
$WBD
WARNER BROS DISCOVERY INC
+16.1%
$59.9M · 2%
$CNC
CENTENE CORP DEL
+15.5%
$106.0M · 3%
$CPRI
CAPRI HOLDINGS LIMITED
+13.8%
$89.5M · 2%
$GPK
GRAPHIC PACKAGING HLDG CO
+9.2%
$105.2M · 3%
$ROIV
ROIVANT SCIENCES LTD
+3.5%
$76.2M · 2%

Ticker	Company	Position	Weight	Since disclosed
$PYPL	PAYPAL HLDGS INC	$61.5M	1.6%	+36.5%
$CROX	CROCS INC	$80.7M	2.1%	+26.8%
$DHT	DHT HOLDINGS INC	$83.2M	2.1%	+23.9%
$TEVA	TEVA PHARMACEUTICAL INDS LTD	$97.8M	2.5%	+23.3%
$ACHC	ACADIA HEALTHCARE COMPANY IN	$130.0M	3.3%	+17.8%
$WBD	WARNER BROS DISCOVERY INC	$59.9M	1.5%	+16.1%
$CNC	CENTENE CORP DEL	$106.0M	2.7%	+15.5%
$CPRI	CAPRI HOLDINGS LIMITED	$89.5M	2.3%	+13.8%
$GPK	GRAPHIC PACKAGING HLDG CO	$105.2M	2.7%	+9.2%
$ROIV	ROIVANT SCIENCES LTD	$76.2M	1.9%	+3.5%

Values as reported on the fund’s SEC Form 13F. "Since disclosed" is the price change from the quarter end to today.

Source: SEC Form 13F-HR · filings on EDGAR ↗

Copy David's portfolio

The reported positions in their reported weights, from the filing for the quarter ended Jun 30, 2026. $9.99/mo.

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In the news

last 60 days

Sources

SEC filings on EDGAR ↗Greenlight Capital ↗