Great investors · David Einhorn · Q2 2026
What David Einhorn bought and sold in Q2 2026
Greenlight Capital (DME Capital Management) 13F portfolio as of Jun 30, 2026: 46 positions worth $3.9 bn. Largest: GRBK, FLR, CNR, BHF. Filed with the SEC on Aug 14, 2026.
The 13F is filed by Greenlight Capital (DME Capital Management), not by David Einhorn personally: these are the whole firm's positions. A “position” is a distinct security in the filing (by CUSIP); share classes of the same company are shown added together.
Buys in Q2 2026
- NewFortune Brands InnovationsFBIN+3.1 pp
- NewVersigentVGNT+2.4 pp
- NewPrimo BrandsPRMB+1.8 pp
- NewPayPal HoldingsPYPL+1.6 pp
- NewWarner Bros. DiscoveryWBD+1.5 pp
- NewPVHPVH+1.0 pp
- IncreasedSotera HealthSHC+0.9 pp
- IncreasedCore Natural ResourcesCNR+0.9 pp
- NewComcastCMCSA+0.8 pp
- IncreasedDauchDCH+0.8 pp
- IncreasedAntero ResourcesAR+0.7 pp
Sells in Q2 2026
- Sold outVictoria's SecretVSXY−2.7 pp
- ReducedCenteneCNC−1.8 pp
- Sold outSLMSLM−1.2 pp
- Sold outPeloton InteractivePTON−1.1 pp
- ReducedVersant Media GroupVSNT−1.0 pp
- ReducedTD SynnexSNX−0.7 pp
17 companies with material moves, out of 33 positions with a change. Only moves of 0.5 points of the portfolio or more are listed, measured as “traded weight” (what was bought or sold, excluding price effects). Smaller changes exist and are not listed: a position may have gone up or down without appearing above.
The full 13F, line by line
Greenlight Capital (DME Capital Management)'s Q2 2026 13F lists 46 lines of US-listed securities worth $3.9 bn; the largest is GRBK at 19.4% of the portfolio. It was accepted by the SEC on Aug 14, 2026 at 4:26 PM ET.
Against the previous quarter, it opened 7 positions (FBIN, VGNT, PRMB and PYPL and 3 more), closed 5 (VSXY, SLM, PTON and WFRD and 1 more), added to 11 (SHC, DCH, AR and CNR and 7 more) and trimmed 10 (CNC, VSNT, SNX and SPB and 6 more). 18 lines show the same number of shares.
| # | Company | Shares | Value | Weight | Change in shares |
|---|---|---|---|---|---|
| 1 | Green Brick Partners GRBK | 9.5 M | $758M | 19.4% | no change |
| 2 | Fluor FLR | 4.7 M | $244M | 6.24% | −1.9% |
| 3 | Core Natural Resources CNR | 2.3 M | $183M | 4.67% | +23% |
| 4 | Brighthouse Financial BHF | 2.8 M | $180M | 4.60% | no change |
| 5 | Acadia Healthcare ACHC | 4.4 M | $130M | 3.32% | −2.6% |
| 6 | PENN Entertainment PENN | 5.9 M | $125M | 3.20% | −3% |
| 7 | Fortune Brands Innovations FBIN | 2.2 M | $123M | 3.15% | new |
| 8 | Pg&e PCG | 6.6 M | $112M | 2.85% | no change |
| 9 | Centene CNC | 1.7 M | $106M | 2.71% | −40% |
| 10 | Graphic Packaging Holding GPK | 10.0 M | $105M | 2.69% | +9.4% |
| 11 | TD Synnex SNX | 381,042 | $102M | 2.61% | −21% |
| 12 | TEVA Pharmaceutical Industries TEVA | 2.9 M | $97.8M | 2.50% | no change |
| 13 | Versigent VGNT | 2.3 M | $95.7M | 2.45% | new |
| 14 | Capri Holdings CPRI | 4.8 M | $89.5M | 2.29% | −2.2% |
| 15 | BKV BKV | 3.1 M | $84.7M | 2.17% | +15% |
| 16 | DHT Holdings DHT | 5.0 M | $83.2M | 2.13% | −4.5% |
| 17 | Crocs CROX | 669,140 | $80.7M | 2.07% | no change |
| 18 | Roivant Sciences ROIV | 2.2 M | $76.2M | 1.95% | no change |
| 19 | Sotera Health SHC | 4.1 M | $73.4M | 1.88% | +100% |
| 20 | Versant Media Group VSNT | 1.9 M | $69.2M | 1.77% | −37% |
| 21 | Primo Brands PRMB | 2.8 M | $69.0M | 1.77% | new |
| 22 | Dauch DCH | 12.4 M | $67.2M | 1.72% | +96% |
| 23 | PayPal Holdings PYPL | 1.4 M | $61.5M | 1.57% | new |
| 24 | Henry Schein HSIC | 718,550 | $60.0M | 1.54% | +20% |
| 25 | Warner Bros. Discovery WBD | 2.2 M | $59.9M | 1.53% | new |
| 26 | Liberty Global LBTYA | 5.0 M | $56.4M | 1.44% | no change |
| 27 | Antero Resources AR | 1.6 M | $55.3M | 1.42% | +95% |
| 28 | Stubhub Holdings STUB | 4.2 M | $54.5M | 1.39% | no change |
| 29 | Resideo Technologies REZI | 1.7 M | $52.9M | 1.35% | +7.9% |
| 30 | Deckers Outdoor DECK | 506,398 | $50.3M | 1.29% | +5.2% |
| 31 | Spectrum Brands Holdings SPB | 561,438 | $48.1M | 1.23% | −14% |
| 32 | CNH Industrial CNH | 4.2 M | $47.0M | 1.20% | no change |
| 33 | Viatris VTRS | 2.8 M | $44.0M | 1.13% | +53% |
| 34 | Skydance PSKY | 3.9 M | $38.7M | 0.99% | no change |
| 35 | PVH PVH | 520,800 | $38.7M | 0.99% | new |
| 36 | Comcast CMCSA | 1.3 M | $33.0M | 0.85% | new |
| 37 | Slide Insurance Holdings SLDE | 1.7 M | $32.7M | 0.84% | no change |
| 38 | Tripadvisor TRIP | 2.4 M | $32.4M | 0.83% | +51% |
| 39 | SPDR Gold Shares ETF GLD | 83,421 | $30.7M | 0.79% | −16% |
| 40 | Cigna Group CI | 88,400 | $24.4M | 0.62% | no change |
| 41 | Lakefront Biotherapeutics LKFT | 482,746 | $14.5M | 0.37% | no change |
| 42 | Coya Therapeutics COYA | 2.3 M | $13.7M | 0.35% | no change |
| 43 | Immunovant IMVT | 93,520 | $3.6M | 0.09% | no change |
| 44 | GoPro GPRO | 1.7 M | $1.3M | 0.03% | no change |
| 45 | Gain Therapeutics GANX | 566,130 | $1.1M | 0.03% | no change |
| 46 | Nuvation Bio NUVB | 34,995 | $199K | 0.01% | no change |
Positions it closed (5)
- Victoria's Secret VSXYwas 3.28% · 2.3 M shares
- SLM SLMwas 1.41% · 2.1 M shares
- Peloton Interactive PTONwas 1.36% · 10.1 M shares
- Weatherford International WFRDwas 0.43% · 145,721 shares
- ZIM Integrated Shipping Services ZIMwas 0.29% · 354,526 shares
One row per line of the filing (by CUSIP): share classes of the same company are listed separately here. “Change in shares” compares the count with the previous quarter, split-adjusted; the value is the one reported in the 13F at quarter end, not today's price.
Original documents: Greenlight Capital (DME Capital Management)'s 13F filings on EDGAR (SEC) ↗
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Source: 13F filings with the SEC. A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions. Not investment advice.