Seeking Alpha

Einhorn exits Microsoft, Seagate positions in Q2

  • Greenlight Capital's latest 13F indicates David Einhorn dumped his 6.1M-share Microsoft (MSFT -1.8%) stake, and his 5.4M-share Seagate (STX -3.4%) stake, in Q2.
  • Einhorn also took some profits in Marvell (MRVL -1.3%), paring his position to 44.3M shares from 51.8M shares at the end of Q1. But that still leaves him with a ~9% stake in the chipmaker, which has been on a tear this year.
  • Einhorn still has sizable positions in Apple (AAPL -0.4%), Vodafone (VOD -1.1%), and Computer Sciences (CSC -1.6%).
Comments (3)
  • Brian McMorris
    , contributor
    Comments (853) | Send Message
     
    MSFT can't get out of its own way, despite both huge legacy cash flows and an obvious need to reinvent itself. It is worth the mid-20s it was trading for last year unless and until Steve Ballmer leaves and some new young visionary enters the scene as its leader.
    15 Aug 2013, 10:53 AM Reply Like
  • rjgood
    , contributor
    Comments (233) | Send Message
     
    Keep selling, bring that price down to $30 and I will load up!
    15 Aug 2013, 12:36 PM Reply Like
  • jammerculture
    , contributor
    Comments (393) | Send Message
     
    Anybody who can't see what's about to happen with MSFT, doesn't deserve the profits that are coming. Keep selling folks.
    15 Aug 2013, 01:00 PM Reply Like
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