Greenlight Capital - Portfolio Holdings

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:

Services 27%
Financial 17%
Technology 17%

Top 10 holdings are:

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

Comments

[fishtatus:]

This article seems to lack substance... Einhorn - David? Is this article about Greenlight Capital? I think it would be good to review JOUR101

2008 May 20 10:02 PM

[evesgrden:]

This article has a link to the introduction to this article right above the first sentence. Perhaps it would be good to review READING101.
Just a thought.

May 21 03:39 AM