Seeking Alpha
Profile| Send Message|
( followers)

See intro to Leading Hedge Funds' Best Ideas.

50% of Einhorn's portfolio is in his top three holdings, and he was adding to all three - Target (NYSE:TGT), Microsoft (NASDAQ:MSFT), and Ameriprise (NYSE:AMP), and selling some Helix (NYSE:HLX). New positions include Patriot Coal (PCX), Echostar (NASDAQ:SATS), and Energy Partners (NYSE:EPL).

Top sectors in the portfolio include:

Services 27%
Financial 17%
Technology 17%

Top 10 holdings are:

TGT
MSFT
AMP
HLX
M.D.C. Holdings, Inc. (NYSE:MDC)
URS Corporation (NYSE:URS)
Covidien Ltd. (NYSE:COV)
Health Management Associates (NYSE:HMA)
 Einstein Noah Restaurant Group (NASDAQ:BAGL)
MI Developments Inc. (MIM)

Source: Greenlight Capital - Portfolio Holdings