David Einhorn

David Einhorn

Last Update: 11-14-2016

Number of Stocks: 36
Number of New Stocks: 2

Total Value: $5,232 Mil
Q/Q Turnover: 6%

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 (%)
2015-20.21.19-21.4
20148.713.69-5.0
201319.632.39-12.8
3-Year Cumulative3.7 (1.2%/year)52.3 (15.1%/year)-48.6 (-13.9%/year)
20127.116-8.9
20112.12.11-0.0
5-Year Cumulative13.4 (2.6%/year)80.4 (12.5%/year)-67 (-9.9%/year)
20101115.06-4.1
200932.126.465.6
2008-17.6-3719.4
20075.95.490.4
200624.415.798.6
10-Year Cumulative80.6 (6.1%/year)102 (7.3%/year)-21.4 (-1.2%/year)
200514.24.919.3
20045.210.88-5.7

Top Ranked Articles

David Einhorn Speaks on Passive Investing, Mylan, His Cheapest Stock, the Fed GuruFocus covered Einhorn at Great Investors' Best Ideas conference
Greenlight Capital hedge fund manager David Einhorn (Trades, Portfolio) joined nine other famed investors on Tuesday to talk about stocks at the annual Great Investors’ Best Ideas Investment Symposium in Dallas. Read more...
The Art of Piggybacking A few things investors can do to piggyback more effectively
Piggybacking has been a topic that has been discussed frequently these days. Fellow writer the Science of Hitting’s recent article is quite illuminating and definitely worth reading. Inspired by him, I wrote this article to share my observations and thoughts on this subject. Read more...
Einhorn Reviews Holdings and New Buys in Conference Call Einhorn discussed Consol, Michael Kors, gold, shorts, new positions, Apple and more
Hedge fund manager David Einhorn (Trades, Portfolio) held a conference call Tuesday to discuss the earnings of his reinsurance company and investment vehicle, Greenlight Re, with more upbeat news than in recent periods. Holdings in Greenlight’s portfolio climbed 2.5%, while the S&P 500 index rose just 1.5% in the first three months of the year. Last year, Einhorn suffered a 20% loss. Read more...
Fantasy Sports Offer Opportunities for Investors Football season is here and fantasy sports offer much to investors
In the U.S., it is football season all the way. The regular season is in full swing and armchair coaches are back after the fantasy draft, setting up their rosters each week for a taste of that number one spot. DraftKings and FanDuel are the most popular daily fantasy sports websites in the U.S. Last year, FanDuel and DraftKings recorded about $174 million and $106 million in revenues respectively, according to reports from Eilers & Krejick Gaming LLC. It’s figures like these that have attracted large investments by some of the bigger names in sports and entertainment. Read more...
Guru Investors Sell Shares of David Einhorn, Dan Loeb's Green Brick Partners Cooperman and all other gurus either exited or reduced their positions in the home builder
Several guru investors in a home builder company backed by prominent hedge fund manager David Einhorn (TradesPortfolio), Green Brick Partners (NASDAQ:GRBK), pulled out of their positions in the third quarter. Each of the other holders tracked by GuruFocus – besides heavily invested Daniel Loeb (Trades,Portfolio) – sold nearly half their shares or more. Read more...
» More David Einhorn Articles

Commentaries and Stories

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David Einhorn Gains 2 Positions in 3rd Quarter Guru invests in steel, correctional services David Einhorn,Jim Simons,Barrow Hanley Mewhinney & - David Einhorn Gains 2 Positions In 3rd Quarter
Activist investor David Einhorn (Trades, Portfolio) of Greenlight Capital acquired two new holdings in the third quarter. They are United States Steel Corp. (NYSE:X) and The GEO Group (NYSE:GEO). More...

EINHORN, BUYS, GREENLIGHT, STEEL, CORRECTIONS


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A Look at David Einhorn’s Chemours Recovering titanium dioxide cycles, portfolio optimization and cost-cutting initiatives make Chemours an interesting long candidate David Einhorn - A Look At David Einhorn’s Chemours
David Einhorn (Trades, Portfolio) is the founder and 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...

CHEMICALS, LONG


  • Currently 4.80/5

Rating: 4.8/5 (15 votes)

David Einhorn Speaks on Passive Investing, Mylan, His Cheapest Stock, the Fed GuruFocus covered Einhorn at Great Investors' Best Ideas conference David Einhorn - David Einhorn Speaks On Passive Investing, Mylan, His Cheapest Stock, The Fed
Greenlight Capital hedge fund manager David Einhorn (Trades, Portfolio) joined nine other famed investors on Tuesday to talk about stocks at the annual Great Investors’ Best Ideas Investment Symposium in Dallas. More...

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20 Questions With Mark Spiegel of Stanphyl Capital Management 'Buying a stock that's cheap on current or trailing metrics with a rapidly declining business is a major pitfall for value investors' Daniel Loeb,David Einhorn - 20 Questions With Mark Spiegel Of Stanphyl Capital Management
How and why did you get started investing? What is your background? More...

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Rating: 4.0/5 (6 votes)

Fantasy Sports Offer Opportunities for Investors Football season is here and fantasy sports offer much to investors David Einhorn - Fantasy Sports Offer Opportunities For Investors
In the U.S., it is football season all the way. The regular season is in full swing and armchair coaches are back after the fantasy draft, setting up their rosters each week for a taste of that number one spot. DraftKings and FanDuel are the most popular daily fantasy sports websites in the U.S. Last year, FanDuel and DraftKings recorded about $174 million and $106 million in revenues respectively, according to reports from Eilers & Krejick Gaming LLC. It’s figures like these that have attracted large investments by some of the bigger names in sports and entertainment. More...

LONG, BUY, SPORTS, FANTASY SPORTS, YAHOO, GOOGLE, FOOTBALL, POKER, OPPORTUNITY, STOCKS, INVESTEMENTS


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Rating: 3.0/5 (2 votes)

Amerco: A David Einhorn Bargain Company is a buy despite slow growth David Einhorn - Amerco: A David Einhorn Bargain
In August, Amerco (NASDAQ:UHAL) reported first quarter earnings per share of $7.51, missing estimates by $1.21, and revenue of $923.41 million, missing estimates by $17.91 million, despite being up 4.4% year-over-year. This is the catalyst that sent the stock down over 15%. More...

MOVING, U-HAUL, TRUCKS, MACROECONOMICS


  • Currently 4.50/5

Rating: 4.5/5 (2 votes)

Two Key Checklist Items From a non-fan of checklists Bill Ackman,David Einhorn - Two Key Checklist Items
I am not a big fan of going through specific “checklist” items one by one when evaluating an investment idea. I know this idea has gained enormous popularity in recent years, partly due to the good book The Checklist Manifesto, and partly popularized in value investing circles by Mohnish Pabrai (Trades, Portfolio). More...

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Rating: 5.0/5 (1 vote)

David Einhorn Purchases Stake in Calpine America's largest generator of electricity from natural gas is expanding operations and trading at a 5-year low David Einhorn - David Einhorn Purchases Stake In Calpine
David Einhorn (Trades, Portfolio), founder of Greenlight Capital, purchased a 5,660,000-stake in Calpine Corp. (NYSE:CPN) in the second quarter. The trade had a 1.53% impact on Einhorn’s portfolio. More...

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Hedge Funds Love Liberty and John Malone Last quarter value hedge funds piled into Liberty companies Warren Buffett,David Einhorn,Glenn Greenberg,Tom G - Hedge Funds Love Liberty And John Malone
The dust has now settled from the most recent round of hedge fund 13F filings. While these filings provide more information to the SEC than to the average investor, looking at the positions of the world’s most revered investors are buying and selling each quarter can provide some insight into their strategies helping the average investor generate some ideas themselves. More...

VALUE, VALUE INVESTING, WARREN BUFFETT, JOHN MALONE, DAVID EINHORN, GLEN GREENBURG, BILL GATES, HEDGE FUNDS


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Mohnish Pabrai Buys AerCap Aviation company is new holding Mohnish Pabrai,David Einhorn,Donald Smith,Richard  - Mohnish Pabrai Buys AerCap
Mohnish Pabrai (Trades, Portfolio) acquired a new holding in AerCap Holdings NV (NYSE:AER) during the second quarter. More...

AVIATION, TRAVEL, BUYS, PABRAI


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David Einhorn Adds Calpine, Rite Aid, Amaya to Portfolio The guru’s top 3 new holdings David Einhorn - David Einhorn Adds Calpine, Rite Aid, Amaya To Portfolio
David Einhorn (Trades, Portfolio) of Greenlight Capital acquired three new holdings during the second quarter. They are Calpine Corp. (NYSE:CPN), Rite Aid Corp. (NYSE:RAD) and Amaya Inc. (NASDAQ:AYA). More...

EINHORN, BUYS, GREENLIGHT


  • Currently 4.50/5

Rating: 4.5/5 (2 votes)

David Einhorn Adds Consol Energy and AerCap, Boots Michael Kors and Time Warner From Top 5 New second-quarter letter released David Einhorn - David Einhorn Adds Consol Energy And AerCap, Boots Michael Kors And Time Warner From Top 5
David Einhorn (Trades, Portfolio) demoted Michael Kors (NYSE:KORS) and Time Warner (NYSE:TWC) from the top five positions in his portfolio during the second quarter, favoring AerCap Holdings (NYSE:AER) and Consol Energy (NYSE:CNX). More...

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David Einhorn Sells 7 Million Shares of Consol Energy Company has reported declines in multiple areas and is in a volatile industry David Einhorn - David Einhorn Sells 7 Million Shares Of Consol Energy
David Einhorn (Trades, Portfolio) sold 7 million shares of his stake in Consol Energy Inc. (NYSE:CNX) on June 1. More...

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David Einhorn Buys Apple, Yahoo, Yelp Guru's largest acquisitions in the 1st quarter David Einhorn,Ken Fisher,Spiros Segalas,Warren Buf - David Einhorn Buys Apple, Yahoo, Yelp
David Einhorn (Trades, Portfolio) is president of Greenlight Capital, a value-oriented investment adviser. During the first quarter he bought shares in the following stocks: More...

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Rating: 5.0/5 (1 vote)

Einhorn Sells Consol Energy as Price Nearly Doubles Consol started a recovery after crash last year David Einhorn - Einhorn Sells Consol Energy As Price Nearly Doubles
David Einhorn (Trades, Portfolio) last week made a large reduction to his stake in Consol Energy (NYSE:CNX) after it inched up this year from its 2015 crash that cut into his returns. More...

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David Einhorn Triples Stake in American Capital Agency Company is expanding while paying a healthy dividend yield David Einhorn - David Einhorn Triples Stake In American Capital Agency
David Einhorn (Trades, Portfolio) tripled his stake in American Capital Agency Corp. (NASDAQ:AGNC) with the purchase of 3,250,000 shares in the first quarter. More...

  • Currently 3.00/5

Rating: 3.0/5 (1 vote)

David Einhorn Comments on Apple Guru stock highlight
We continue to own Apple (NASDAQ:AAPL), which has traded down to a single-digit PE of a bear case earnings. We believe there is tremendous value in Apple’s brand and growing global customer base that periodically buys new devices and increasingly buys additional services. More...

  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

David Einhorn Comments on Resona Bank Guru stock highlight
Resona Bank (TYO:8308) shares fell 32% on the Bank of Japan’s implementation of the negative rates. Although negative rates present a headwind for all Japanese financials, Resona trades at just 60% of its book value, which we believe is too low for a bank earning a double-digit ROE without a credit or capital issue. More...

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David Einhorn Comments on Michael Kors Holdings Guru stock highlight
Michael Kors Holdings (NYSE:KORS) beat earnings expectations for the third quarter in a row, and the shares rallied 42%. Our thesis that Michael Kors is not a fad but a fundamentally healthy brand is playing out. Earnings estimates are rising and the stock still trades at just 11x earnings when you back out the net cash position. The stock is cheap on an absolute basis and trades at a large discount to similar branded consumer goods companies. More...

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David Einhorn Purchases 4 Stocks Near Multi-Year Lows Each company hit a possibly temporary negative event David Einhorn - David Einhorn Purchases 4 Stocks Near Multi-Year Lows
David Einhorn (Trades, Portfolio), founder of hedge fund Greenlight Capital, turned a corner this year, gaining 3.0% net of fees in the first three months after five consecutive quarters of losses. Celebration was temperate in his shareholder letter out this week as he told investors he would “like to make it a habit” but did not manage the portfolio for mere short-sighted quarterly gains. More...

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