In the fourth quarter of 2012 David Einhorn went ballistic in terms of adding new companies but especially adding more shares in the companies that he already owned!
Stocks Q4 2012
Below the changes are shown for the fourth quarter in 2012.| Aecom Technology Corp Dela | ADDED |
| Aetna Inc NEW | ADDED |
| Apple Inc | ADDED |
| Aspen Insurance Holdings Ltd | ADDED |
| Barrick Gold Corp | |
| Babcock & Wilcox Co NEW | ADDED |
| Biofuel Energy Corp | |
| CBS Corp NEW | ADDED |
| Cigna Corporation | ADDED |
| Computer Science Corp | ADDED |
| Coventry Health Care Inc | MINUS |
| Delphi Automotive Plc | MINUS |
| DST Sys Inc Del | ADDED |
| Einstein Noah Rest Group Inc | |
| Ensco Plc | |
| Fidth Street Finance Corp | |
| General MTRS Co | MINUS |
| Genworth Finl Inc | OUT |
| Google Inc | NEW |
| Humana Inc | OUT |
| Huntington Ingalls Inds Inc | OUT |
| Knightcap Group Inc | OUT |
| Legg Mason Inc | |
| Liberty Media Corporation | OUT |
| Market Vectors ETF TR | |
| Marvel Technology Group | ADDED |
| Microsoft Corp | ADDED |
| NCR Corp NEW | ADDED |
| NVR Inc | MINUS |
| Oaktree Cap Group LLC | |
| Republic Awys Hldgs Inc | |
| Seagate Technology Plc | MINUS |
| Sprint Nextel Corp | MINUS |
| State BK Finl Corp | |
| Symmetricom Inc Com | |
| Tessera Technologies Inc | |
| Virgin Media Inc | |
| Vodafone Group Plc NEW | NEW |
| Wellpoint Inc | OUT |
| Western Digital Corp | NEW |
| Xerox Corp | |
| Yahoo Inc | MINUS |
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