Einhorn opens positions in Intrexon, NVR, Tempur Sealy


Intrexon (XON) +4.8% AH after David Einhorn's Greenlight Capital reveals it opened a ~2.1M-share position in the biotech company that went public in August. (13F)

Greenlight also started positions in NVR and Tempur Sealy (TPX), and added large stakes in WPX Energy (WPX) and Spirit AeroSystems (SPR); it closed positions on Oaktree Capital (OAK), State Bank Financial (STBZ) and Capital Bank Financial (CBF), while selling 20% of its shares in Rite Aid (RAD).

Its biggest positions are still in Apple (AAPL), 21.1% of the portfolio; GM, 11.3%; and Marvell Technology (MRVL), 9.4%.

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Comments (8)
  • milehr
    , contributor
    Comments (603) | Send Message
     
    Why tell us?
    14 Nov 2013, 06:08 PM Reply Like
  • gensearch2
    , contributor
    Comments (1554) | Send Message
     
    Because some traders like to follow the money.
    14 Nov 2013, 06:14 PM Reply Like
  • Rubenov
    , contributor
    Comments (456) | Send Message
     
    Is he still short Chipotle?
    14 Nov 2013, 07:23 PM Reply Like
  • creidy
    , contributor
    Comments (7) | Send Message
     
    Finkle is Einhorn... Einhorn is Finkle!
    14 Nov 2013, 07:59 PM Reply Like
  • gadda24
    , contributor
    Comments (10) | Send Message
     
    I'd be surprised if Einhorn is still short CMG.
    14 Nov 2013, 09:38 PM Reply Like
  • gadda24
    , contributor
    Comments (10) | Send Message
     
    I'd be surprised if Einhorn is still short CMG.
    14 Nov 2013, 09:38 PM Reply Like
  • popeye305
    , contributor
    Comments (854) | Send Message
     
    Only natural that Einhorn would take some big profit gains on Rite Aid, however, since he only sold a mere twenty (20%) percent of his shares, he has signaled to the market that he still expects even bigger gains. Of course, I think he could be right, but that only happens if management further improves store operations. They have a long way to go on that front.
    15 Nov 2013, 09:58 AM Reply Like
  • StopPrintinMoney
    , contributor
    Comments (292) | Send Message
     
    why selling OAK?
    15 Nov 2013, 10:45 AM Reply Like
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