David Einhorn

David Einhorn

Last Update: 05-15-2015

Number of Stocks: 43
Number of New Stocks: 7

Total Value: $7,653 Mil
Q/Q Turnover: 20%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:

David Einhorn' s Profile & Performance

Profile

David Einhorn is President of Greenlight Capital (a value-oriented investment advisor). Through August 2006, Einhorn had achieved annual returns of 29% since starting Greenlight in May of 1996.

Web Page:http://www.greenlightcapital.com/

Investing Philosophy

Einhorn believes an investment approach emphasizing intrinsic value will achieve consistent absolute investment returns and safeguard capital regardless of market conditions. He is a noted activist investor, taking positions in companies, and then pushing management to implement changes.

Total Holding History

Performance of Greenlight Re

YearReturn (%)S&P500 (%)Excess Gain (%)
20148.713.69-5.0
201319.632.39-12.8
20127.116-8.9
3-Year Cumulative39.2 (11.7%/year)74.6 (20.4%/year)-35.4 (-8.7%/year)
20112.12.11-0.0
20101115.06-4.1
5-Year Cumulative57.8 (9.6%/year)105.1 (15.5%/year)-47.3 (-5.9%/year)
200932.126.465.6
2008-17.6-3719.4
20075.95.490.4
200624.415.798.6
200514.24.919.3
10-Year Cumulative158.4 (10%/year)109.4 (7.7%/year)49 (2.3%/year)
20045.210.88-5.7

Top Ranked Articles

Ira sohn Investment Conference Notes
Greetings. Yesterday (May 26, 2010) was the 2010 Ira Sohn Investment Conference. The conference is run by Doug Hirsch and Dan Nir and it remembers Ira Sohn, who died of cancer after a brief Wall Street career. The proceeds go to help pediatric cancer treatment centers including, The Tomorrows Children Fund at Hackensack Medical Center and NY Presbyterian Hospital/Weill Cornell Medical Center. You can get more information at http://www.irasohnconference.com/ Read more...
Slideshows From The Value Investing congress
This will be my last article on the value investing congress. Read more...
10 Reasons Why a Stock Can Be Undervalued
If you find a stock that you believe is undervalued, it is important to try to determine the reason for the undervaluation. As Buffett wrote about poker in his 1987 letter to shareholders, "If you've been in the game 30 minutes and you don't know who the patsy is, you're the patsy." Read more...
Will David Einhorn Buy Marvell Again as Price Drops Further?
David Einhorn makes few investing mistakes. Since he reported his second-quarter portfolio, only one of his stocks is cheaper today than when he bought it: Marvell Technology Group Ltd. (MRVL). When the price declined 28 percent in the second quarter, Einhorn said he used it as “an opportunity to increase our stake in the company.” His colleague Daniel Loeb of Third Point, meanwhile, exited his position. As the stock continued a 19 percent slide in the third quarter (42 percent year to date), it left many to wonder if it is still the deal Einhorn thought it was. Read more...
Recent Thoughts on Market Valuations
It seems that most of what I read these days points to an overheated market. Here is a breakdown of what a couple well-known and respected managers (and one college professor) have said on the topic as of late: Read more...
» More David Einhorn Articles

Commentaries and Stories

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Rating: 4.3/5 (3 votes)

David Einhorn's Top 5 New Stock Buys David Einhorn - David Einhorn's Top 5 New Stock Buys
David Einhorn (Trades, Portfolio) of hedge fund Greenlight Capital announced his first quarter buys this week but also told shareholders in his first quarter letter that he drastically reduced his long exposure from 30% to 14%. More...

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David Einhorn Adds to stake in Civeo Corp
David Einhorn (Trades, Portfolio) is the founder of Greenlight Capital, a $7,653 million’s portfolio hedge fund composed of 43 stocks. More...

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Rating: 5.0/5 (1 vote)

David Einhorn Doubles Stake in Chicago Bridge & Iron
Chicago Bridge and Iron (CBI) stock jumped 8% in Friday’s trading after Bloomberg reported that Anadarko Petroleum Corp (APC) is poised to select a construction team led by Chicago Bridge & Iron Co. as its main contractor for a potential $15 billion Mozambique liquefied natural gas project. Chicago Bridge & Iron’s current backlog is ~$30 bn and this win may help it significantly increase its backlog and revenue visibility in the near term. Further, Anadarko proceeding with this project will also reassure investors who are worried about the fate of energy mega-projects amid the oil market downturn. More...

LONG, INDUSTRIALS


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Halyard Health is a Long-Term Winner
On October 31, 2014, Halyard Health (HYH) was spun off of Kimberly-Clark (KMB). Kimberly-Clark had planned on spinning the business into a separate entity a couple of years ago to better focus on its core consumer and professional brands. More...

HEALTHCARE,SPINOFF,LONG


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Energy Guru Boone Pickens Addresses David Einhorn's Attack On Frackers David Einhorn - Energy Guru Boone Pickens Addresses David Einhorn's Attack On Frackers
This week David Einhorn (Trades, Portfolio) called out North American fracking companies. More...

ENERGY, STOCK


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"Meet The Frackers" – David Einhorn's Ira Sohn Presentation
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David Einhorn Calls Out Pioneer Resources
David Einhorn (Trades, Portfolio) isn't positive about the fracking business. More...

David Einhorn, Video, Pioneer Resources


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Hedge Fund Legend Leon Cooperman Discusses David Einhorn's Trashing Of "Fracking" Companies
David Einhorn (Trades, Portfolio) made big news today by calling out major fracking oil producer Pioneer Resources (ASX:PIO) at the Ira Sohn conference. More...

Pioneer Resources, Leon Cooperman, David Einhorn, Video


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Despite Einhorn´s Bullish Sentiment, General Motors Disappoints Sending Shares Down David Einhorn - Despite Einhorn´s Bullish Sentiment, General Motors Disappoints Sending Shares Down
In this article, let's take a look at General Motors Co (GM), a $59.84 billion market cap company, which builds, and sells cars, crossovers, trucks, and automobile parts worldwide. More...

AUTMOTIVE,STOCK


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Analyzing David Einhorn's Top Holdings
David Einhorn (Trades, Portfolio) is president of Greenlight Capital – a value-oriented investment adviser. He believes an investment approach emphasizing intrinsic value will achieve consistent absolute investment returns and safeguard capital regardless of market conditions. He is a noted activist investor, taking positions in companies and then pushing management to implement changes. More...

LONG


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David Einhorn Presentation At Grant's Interest Rate Spring Conference
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Aetna: Solid Prospects in a Volatile Environment Vanguard Health Care Fund,David Einhorn - Aetna: Solid Prospects In A Volatile Environment
With the health care industry in all sorts of turmoil, we might well ask why any sane investor would buy in. After all, it’s filled with legislative uncertainties, regulatory and litigation certainties, not to mention technological change and more. More...

HEALTH CARE, INSURANCE, BUFFETT MUNGER, VALUE, LONG


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Investors Should Not Worry, It´s Yahoo! David Einhorn - Investors Should Not Worry, It´s Yahoo!
In this article, let's take a look at Yahoo! Inc. (YHOO), a $41.68 billion market cap company, which provides search and display advertising services on Yahoo properties and affiliate sites worldwide. More...

STOCK, TECHNOLOGY


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Analyzing David Einhorn's Low PE Stocks: AerCap Holdings NV
David Einhorn (Trades, Portfolio) is president of Greenlight Capital – a value-oriented investment adviser. He believes an investment approach emphasizing intrinsic value will achieve consistent absolute investment returns and safeguard capital regardless of market conditions. He is a noted activist investor, taking positions in companies and then pushing management to implement changes. More...

LONG, INDUSTRIALS


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Rating: 5.0/5 (1 vote)

Helping People Get Along Better – A Lecture From David Einhorn
March 12, 2015 More...

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Analyzing David Einhorn's Top Holdings: Aecom Technology David Einhorn - Analyzing David Einhorn's Top Holdings: Aecom Technology
David Einhorn (Trades, Portfolio) is President of Greenlight Capital - a value-oriented investment advisor. He believes an investment approach emphasizing intrinsic value will achieve consistent absolute investment returns and safeguard capital regardless of market conditions. He is a noted activist investor, taking positions in companies, and then pushing management to implement changes. More...

LONG


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A Closer Look at February´s Hedge Funds Returns JANA PARTNERS, DAVID EINHORN, BILL ACKMAN - A Closer Look At February´s Hedge Funds Returns
The $3 trillion hedge-fund industry posted gains of about 2%. According to research firm eVestment, hedge funds gained 1.93% in February. Further, according to the Barclay Fund of Funds Index, the industry gained 2.25% in February, and is up 2.14% for the year. More...

STOCK, RETURNS, HEDGE FUND


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Should you follow these analysts and buy Chicago Bridge and Iron David Einhorn, Francis Chou, Paul Tudor Jones, Joe - Should You Follow These Analysts And Buy Chicago Bridge And Iron
Recent correction in oil prices have taken a toll on Chicago Bridge & Iron Company's (CBI) share prices and the stock has corrected ~50% from 2014 highs. However, according to many analysts, this correction provides a good opportunity to buy the stock. In his recent report, Jefferies analyst Luke Folta reiterated his buy opinion on the company. He considers the stock a bargain at current levels and has a price target of $75 on the stock. He believes divesture of assets and restructuring could generate more that $100 million in cash flow for the company in 2015 and 2016 which could be used towards stock buy backs. More...

LONG, INDUSTRIALS


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Rating: 5.0/5 (1 vote)

Can Time Warner Inc (TWX) Continue Its Momentum?
Time Warner's (TWX) stock is in an uptrend since mid-2012, and its stock price has more than doubled in the last two and a half years. More...

LONG, MEDIA


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Market Valuations and Expected Returns – March 12, 2015
The market was up more than 30% in 2013, the best year since the go-go years of 1990s. 2014 was another strong year for the market. The S&P 500 index was up more than 13%. Since the market recovery in 2009, the stock market has been up for 6 consecutive years. Yet in January 2015, the stock market benchmark S&P 500 lost 3.10%. In February, the market regained its strength by increasing 5.49%. Can market continue to grow in 2015? More...

MARKET VALUATION, RETURNS, WARREN BUFFETT


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