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:
Top 10 holdings are:
M.D.C. Holdings, Inc. (NYSE:MDC)
URS Corporation (NYSE:URS)
Covidien Ltd. (COV)
Health Management Associates (NYSE:HMA)
Einstein Noah Restaurant Group (NASDAQ:BAGL)
MI Developments Inc. (MIM)