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 (TGT), Microsoft (MSFT), and Ameriprise (AMP), and selling some Helix (HLX). New positions include Patriot Coal (PCX), Echostar (SATS), and Energy Partners (EPL).
Top sectors in the portfolio include:
Top 10 holdings are: