Hedge fund manager David Einhorn (Trades, Portfolio) is the founder and president of Greenlight Capital. According to the GuruFocus All-In-One Screener, the following stocks are the best performers in his portfolio on a 12-month basis.
IAC/InterActiveCorp (IAC, Financial)
The guru holds 0.39% of the company's outstanding shares, representing 1.59% of his equity portfolio. The investment has gained an estimated 47% since the first quarter of 2018.
The media and internet company has a GuruFocus profitability and growth rating of 7 out of 10. The company's return on equity of 21.10% and return on assets of 8.82% are outperforming 63% of other competitors. Its financial strength is rated 6 of 10. All of its ratios are underperforming more than 70% of other companies in the Global Internet Content and Information industry.Â
As of Thursday, the stock has a year-to-date return of 69% and is trading with a price-earnings ratio of 42.14 and a price-book ratio of 7.10.
Pioneer Investments (Trades, Portfolio) is the company's largest guru shareholder with 0.41% of outstanding shares.
Twitter Inc. (TWTR, Financial)
The guru holds 0.21% of the company's outstanding shares, representing 2.66% of Einhorn’s equity portfolio. The position has returned approximately 54% since the fourth quarter of 2017.
The social media network has a GuruFocus profitability and growth rating of 6 out of 10. Its operating margin of 10.08%, net margin of 8.57%, return on equity of 20.59% and return on assets of 3.05% are underperforming 60% of other companies in the Global Internet Content and Information industry. Its financial strength is rated 7 of 10 with a cash-debt ratio of 2.10 and an equity-asset ratio of 0.63.
The stock has a year-to-date return of 20% and is trading with a price-earnings ratio of 98.46 and a price-book ratio of 4.02. It is currently 38.32% below its 52-week high and 75.97% above its 52-week low.
Chase Coleman (Trades, Portfolio) is the largest guru shareholder of the company with 1.55% of outstanding shares.
Conduent Inc. (CNDT, Financial)
The guru holds 0.73% of the company's outstanding shares, representing 0.89% of the equity portfolio. The position has returned 25% since the first quarter of 2017.
The provider of business process services has a GuruFocus profitability and growth rating of 6 out of 10. The company's return on equity of 4.34% and return on assets of 2.02% are underperforming 63% of other companies in the Global Business Services industry. Its financial strength is rated 5 of 10 with a cash-debt ratio of 0.49 and an equity-asset ratio of 0.47.
The stock has a year-to-date return of 37% and is trading with a price-earnings ratio of 32.87 and a price-book ratio of 1.37. It is currently 3.12% below its 52-week high and 51.57% above its 52-week low.
Carl Icahn (Trades, Portfolio) is the company's largest guru shareholder with 9.38% of outstanding shares, followed by Jim Simons (Trades, Portfolio)' Renaissance Technologies with 1.4% and Larry Robbins (Trades, Portfolio) with 0.82%.
The guru holds 4.57% of the company's outstanding shares, which represent 4.63% of Einhorn's equity portfolio. The investment has gained an estimated 51% since the fourth quarter of 2017.
The offshore contract drilling services provider has a GuruFocus profitability and growth rating of 4 out of 10. The return on equity of -6.22% and return on assets of -3.69% are underperforming 51% of other companies in the Global Oil and Gas Drilling industry. Its financial strength is rated 4 of 10 with a cash-debt ratio of 0.15 and an equity-asset ratio of 0.59.
The stock has a year-to-date return of 36% and is trading with a price-book ratio of 0.42. It is currently 4.12% below its 52-week high and 104.39% above its 52-week low.
Another notable guru shareholder of the company is Arnold Van Den Berg (Trades, Portfolio) with 1.26% of outstanding shares, followed by Simons with 0.98%.
Disclosure: I do not own any stocks mentioned in this article.
