Seeking Alpha

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 (541) | Send Message
     
    Why tell us?
    14 Nov 2013, 06:08 PM Reply Like
  • gensearch2
    , contributor
    Comments (1534) | Send Message
     
    Because some traders like to follow the money.
    14 Nov 2013, 06:14 PM Reply Like
  • Rubenov
    , contributor
    Comments (440) | 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 (569) | 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 (277) | Send Message
     
    why selling OAK?
    15 Nov 2013, 10:45 AM Reply Like
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