Friday 22 May 2015

Greenlight Capital: David Einhorn Q1 2015

Greenlight Capital, hedge fund run by David Einhorn 2015

The SECs are out and the third one in the list to look at is David Einhorn. His amount of holdings have significantly decreased since last quarter but he had time to get some new ones as you will find out below.

For the previous report please click on Greenlight Capital: David Einhorn Q4 2014.

The new additions to his portfolio were:

Bank of New York Mellon - an investment company.

General Motors - an automotive company.

Ingram Micro - a B2B tech company (with a non functional homepage so I can not tell more).

Macys - an American retailer with around 885 stores.

Santander Consumer USA - car financing and insurance.

Scientific Games - a lottery and gaming company.

Sunedison Semiconductor - a semiconductor manufacturer.

David Einhorn, Greenlight Capital, Q1 2015

Conclusion: Only four companies were kicked out and seven were added. Of the added ones I must admit that I got a bit excited about Macys and I will look a little bit closer on it.

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