David Einhorn once again made massive movements in his portfolio. Four new companies were included and he kicked out seven!
For the previous report please visit Greenlight Capital: David Einhorn Q2 2015.
The fresh additions were:
CNX Coal - An American coal mining company... which I find funny since on the other hand he is getting more and more involved in Solar...
Garmin - A Swiss navigation products company please see analysis of Garmin.
Terraform - A renewable energy company acquired from SunEdison.
Vivint Solar - A solar panel company.
Conclusion: He kept buying some more Apple and he had Call orders on them. I find it interesting that he both jumps into solar as well as a coal producer which shows that he goes where he considers the money to be and environmental matters have nothing to do with it which one could have thought it to be all about with his heavy solar involvement.
Source: SEC
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