Aerarium

SEC EDGAR Form 13F

Greenlight Capital

Greenlight Capital is associated with David Einhorn and a value-oriented approach that analyzes undervalued and overvalued securities, including long and short positions.

Latest Form 13F: 43 long U.S. equity positions, $2.1B reported value for the period ended Dec 31, 2023, led by GREEN BRICK PARTNERS INC, CONSOL ENERGY INC NEW, and BRIGHTHOUSE FINL INC.

CIK: 1079114 · Filed: Feb 14, 2024 · Period: Dec 31, 2023

Reported value
$2.1B
Positions
43
Key person
David Einhorn
Style
Value long/short
Top holding
GRBK · GREEN BRICK PARTNERS INC
Period
Dec 31, 2023
Filed
Feb 14, 2024
CIK
1079114

What a 13F does not show

Form 13F covers many reportable long U.S. equity positions at quarter end. It does not show every asset type, short positions, hedges, intraperiod trades, or current holdings after the report date. Use it as ownership context, not investment advice.

Read the 13F guide →
GRBK
GREEN BRICK PARTNERS INC
Portfolio weight
28.92%
CEIX
CONSOL ENERGY INC NEW
Portfolio weight
10.34%
BHF
BRIGHTHOUSE FINL INC
Portfolio weight
7.86%
KD
KYNDRYL HLDGS INC
Portfolio weight
6.45%
THC
TENET HEALTHCARE CORP
Portfolio weight
4.86%

Top reported holdings

Showing the top 43 positions by reported value. Source: SEC EDGAR Form 13F; period 2023-12-31; filed 2024-02-14.

#TickerCompanySharesValuePortfolio %QoQ change
1GRBKGREEN BRICK PARTNERS INC11.4M$592M28.92%-7.6%
2CEIXCONSOL ENERGY INC NEW2.1M$212M10.34%-12.4%
3BHFBRIGHTHOUSE FINL INC3.0M$161M7.86%-3.1%
4KDKYNDRYL HLDGS INC6.4M$132M6.45%+13.7%
5THCTENET HEALTHCARE CORP1.3M$99M4.86%+44.3%
6ODPTHE ODP CORP1.7M$98M4.81%+8.3%
7ALITALIGHT INC9.2M$79M3.85%--
8GLDSPDR GOLD TR386.9K$74M3.61%-10.3%
9TCKBFTECK RESOURCES LTD1.6M$66M3.20%+6.2%
10TECKTECK RESOURCES LTD1.6M$66M3.20%+6.2%
11LIVNLIVANOVA PLC1.2M$64M3.11%+3.5%
12GPKGRAPHIC PACKAGING HLDG CO2.5M$63M3.05%+32.0%
13WFRDWEATHERFORD INTL PLC456.6K$45M2.18%+6.2%
14DHTDHT HOLDINGS INC3.8M$37M1.81%+86.7%
15VTRSVIATRIS INC3.4M$36M1.77%--
16FCNCAFIRST CTZNS BANCSHARES INC N24.8K$35M1.72%+6.5%
17NPWRNET POWER INC3.0M$30M1.48%+5.5%
18GPORGULFPORT ENERGY CORP223.0K$30M1.45%+5.9%
19SDRLSEADRILL 2021 LTD543.9K$26M1.26%+51.1%
20HRIHERC HLDGS INC135.6K$20M0.99%+6.2%
21FHNFIRST HORIZON CORPORATION1.4M$19M0.95%+6.2%
22NYCBNEW YORK CMNTY BANCORP INC1.8M$19M0.91%+6.0%
23NYCBXXXXNEW YORK CMNTY BANCORP INC1.8M$19M0.91%+6.0%
24AERAERCAP HOLDINGS NV250.0K$19M0.91%--
25XARSPDR SER TR129.7K$18M0.86%--
26PPAINVESCO EXCHANGE TRADED FD T185.5K$17M0.83%--
27KVUEKENVUE INC554.5K$12M0.58%--
28GPROGOPRO INC2.8M$10M0.48%+6.3%
29COYACOYA THERAPEUTICS INC1.3M$9M0.46%+172.2%
30GLPGGALAPAGOS NV162.6K$7M0.32%+4.0%
31SHCSOTERA HEALTH CO337.0K$6M0.28%+0.0%
32OIHVANECK ETF TRUST9.3K$3M0.14%+33.2%
33TEVATEVA PHARMACEUTICAL INDS LTD268.5K$3M0.14%--
34DNMRDANIMER SCIENTIFIC INC2.7M$3M0.14%+5.1%
35DNMRXXXXDANIMER SCIENTIFIC INC2.7M$3M0.14%+5.1%
36GANXGAIN THERAPEUTICS INC588.4K$2M0.09%+0.0%
37FCGFIRST TR EXCHANGE-TRADED FD58.5K$1M0.07%+0.0%
38PDBCINVESCO ACTVELY MNGD ETC FD97.0K$1M0.06%+0.0%
39TLISTALIS BIOMEDICAL CORP149.1K$1M0.05%+0.0%
40NBSENEUBASE THERAPEUTICS INC136.3K$100,912.000.00%+0.0%
41NUVBNUVATION BIO INC35.0K$52,842.000.00%+0.0%
42NUVBWSNUVATION BIO INC100.0K$6,000.000.00%+0.0%
43KPLTWKATAPULT HOLDINGS INC262.2K$1,940.000.00%+0.0%

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